Your Dedicated Team

John has built a team that is committed to providing the best client service experience. We aim to make it easy for you to work with great people you know and trust. We work together to coordinate all aspects of your family’s and businesses wealth, investments, and philanthropic initiatives, striving to align your goals with your values and long-term objectives. Together, we help create a solid financial framework to support our clients and achieve their goals.

Black boarder team picture

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 Financial Representative Pamela G Schwanz

Pamela G Schwanz

Associate Financial Representative

Pamela has been a part of the Northwestern Mutual family since 2012.  Prior to joining John’s team, she studied at Calvin College in Grand Rapids, Michigan and worked with other senior financial advisors within Northwestern Mutual.  Pamela holds her Wisconsin Life, Accident, and Health insurance licenses, Series 6 & 63 securities licenses.

Pamela provides support to John through creating and maintaining clients detailed comprehensive financial analysis’ and by working hand in hand with clients on both their new and existing investment accounts.

Outside of the office Pamela enjoys spending time with her husband Mike, as well as their friends and family, and spoiling their two fur children: cats Charlee and Misty.  In her free time Pamela can be found at her local CrossFit gym, reading, walking on local park trails, or finding something at home to re-organize.

You may reach Pamela directly at (920)644-3772. 

Photo of Administrative Assistant Crystal Hafeman

Crystal Hafeman

Administrative Assistant

Crystal Hafeman started with Northwestern Mutual in September 2001. She started working with John's team in 2018, when a long-time rep retired from Northwestern Mutual. She's loved being able to put her years of experience to work with John and his team.

 

Crystal is a dedicated and detailed team member who enjoys working with clients and helping them wherever she can. If you have a question she can't answer, she will track the answer down for you!

 

She grew up in the Green Bay area and is married to her husband, Aaron. Outside the office she enjoys traveling, biking, backpacking, and geocaching. They really enjoy spending time with their family and friends and doing volunteer work in the community wherever possible.

 

Please call Crystal to set up an appointment or answer any questions you may have!   

 

crystal.hafeman@nm.com

920-543-5390 (Direct Line)

Photo of Administrative Assistant Abigayle Effert

Abigayle Effert

Administrative Assistant

In summer of 2022, Abigayle joined the team. Having transitioned from her previous role within Northwestern Mutual’s Greater Green Bay Office, she now supports John Woerfel and his faithful clients -working alongside Pamela and Crystal.  Abigayle’s focus within John’s team is on the insurance aspect of his practice.

Soaking in the joys of motherhood, Abigayle has two small children: a boy and a girl, Lincoln (6) and Paisley (5). Being a parent has been quite an exciting and busy journey. Together, we are cultivating our “green thumbs”, kayaking, swimming, painting canvas and exploring interests in archeology. All rocks are fossils and need to be brought home.

If she can be of any assistance, please do not hesitate to contact her via phone or email.

M S

Matthew Shumway

Research Analyst

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. 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 Private Wealth Advisor Ed McGill

Ed McGill

CFP®, CPWA®, ChFC®, AEP®, RICP®

Private Wealth Advisor

Contact me
Photo of CEO and Private Wealth Advisor Ben Beshear

Ben Beshear

CFP®, CLTC®, AWMA®

CEO and Private Wealth Advisor

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Photo of Wealth Management Advisor Jerod Spaeth

Jerod Spaeth

CFP®, CLU®, ChFC®

Wealth Management Advisor

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Photo of Wealth Management Advisor Allen K Freis

Allen K Freis

CLU®, ChFC®, CFP®

Wealth Management Advisor

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