Joseph Anthony Rosales
Financial Advisor
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.
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.
Ashley C Martin
RICP®, ChFC®, CLU®, CLTC®
Wealth Management Advisor
Our mission is to help others create a road map for themselves and their families that give them a sense of purpose and peace of mind. Martin Wealth Management focuses on holistic planning helping clients accumulate assets with tax-efficiency and distribution planning in mind.
Kristin Herman
CFP®, CLU®, ChFC®
Wealth Management Advisor
I am passionate about inspiring people to live by design to create their most meaningful lives. My decade of experience in financial planning and my role as a wife and mother have equipped me to listen, be a catalyst, and advocate for my clients to meet their financial goals and create peace of mind.
Paul S. Montello
CLTC®, CLU®, RICP®, ChFC®
Financial Advisor
I began my career with Northwestern in 1999. I began mentoring and coaching new financial reps, becoming a Managing Director in 2011 and opening my new office in Dec '17. Ingram's has honored me as a member of 40 Under 40, which recognizes the achievements & promise of the area’s young executives, professionals and community leaders. I am actively involved with the World Pediatric Project.