Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Associate Wealth Management Advisor Christine M Smith

Christine M Smith

Associate Wealth Management Advisor

Photo of Associate Wealth Management Advisor Jeffrey F Randolph

Jeffrey F Randolph

Associate Wealth Management Advisor

Strategic Partners

Through Northwestern Mutual, I have access to Strategic Partners with unique areas of expertise. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Retirement Plan Specialist Ross Berge

Ross Berge

CFP®, QPFC

Retirement Plan Specialist

Ross Berge is the Director of Retirement Plans for Blueprint Financial Group. He has been with Northwestern Mutual since 2009 and his expertise is in Qualified Retirement Plans.

Ross is a CERTIFIED FINANCIAL PLANNER™ Professional and works with our business clients to provide retirement plan management, investment fiduciary support and performance monitoring, plan design assistance, fee benchmarking, employee education, and retirement income preparation services.

Prior to joining Northwestern Mutual, Ross provided retirement planning services to educators and staff of public schools, colleges, universities, and nonprofit employees.

Photo of Retirement Plan Specialist Jessica Holte

Jessica Holte

CRPS®, QPFC

Retirement Plan Specialist

Jessica Holte is a Retirement Plan Specialist for Blueprint Financial. She has worked for Northwestern Mutual since 2012, most recently as an Associate Financial Advisor.

When her family relocated to Washington, DC in 2019, Jessica merged her personal practice with Blueprint Financial Group to better serve clients long term and pivot her focus to serving Blueprint’s Qualified Retirement Plans. She now works closely with our business clients to provide retirement plan management, investment fiduciary support and performance monitoring, plan design assistance, fee benchmarking, employee education, and retirement income preparation services.

Photo of Mehreen Hasan

Mehreen Hasan

CRPS®

Mehreen Hasan is a Retirement Plan Operations Manager at Northwestern Mutual.

As a Retirement Plan Operations Manager, she leads a small team within Blueprint Financial. Mehreen has a strong focus on primarily Defined Contribution plans while servicing and consulting multiple Businesses and providing Retirement Plans Analysis within the 401(k) and investment management space. She is involved in client management, benchmarking analysis, investment performance reporting, investment education and financial consultation to clients.

Photo of Operations Assistant Ngan Vuong

Ngan Vuong

Operations Assistant

Ngan received a Bachelor of Sciences degree in Health Services Administration from University of Central Florida. After working in healthcare field for five years, she joined Blueprint Financial Group in 2021 as an Operations Assistant. She is responsible for administrative support to the retirement plan team. She focuses on client relationship management, investment performance reporting, benchmarking reporting, client accounts maintenance, and advisor support.