Get to know my 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 Financial Planning Specialist Erika Gordon

Erika Gordon

Financial Planning Specialist

Erika Gordon has been with Northwestern Mutual since 2017 and joined our team January 2023 as our Financial Planning Specialist after realizing she wanted to solely focus on client interaction. She initially ran her own practice as a Financial Advisor but found team alignment to be her main priority as she continued to grow. She is an IL transplant who moved up to WI for college, graduating from Carthage in December of 2018. She currently holds her SIE, Series 6 and 63.  She enjoys working with people from all different backgrounds, but specializes in advising professional women as well as clients in STEM (science, technology, engineering, math and medicine) and Real Estate. When she’s not in the Milwaukee area, she enjoys visiting her family in Tampa, FL; traveling and skiing with her partner Tom, staying busy with his two kids, and horseback riding.

Photo of Director of Operations Corey Lynn Dean

Corey Lynn Dean

Director of Operations

Corey has been a part of Northwestern Mutual and Joe’s team since October of 2020. She is a Director of Operations. Her previous experience includes running and operating her husband’s residential title abstract company. Corey was born and raised in the Milwaukee area and has been married for 12 years with one son. When she’s not assisting our clients with financial planning implementation, you can find her out on her boat on Pewaukee Lake, fishing, vacationing (especially in Florida, where she hopes to have a second home one day), and watching her son in sporting events.

Photo of Associate Financial Advisor Jacob Lanehart

Jacob Lanehart

Associate Financial Advisor

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 Wealth Management Advisor and Co-Founder Andrew Bird

Andrew Bird

CFP®, CLU®, RICP®, AEP®

Wealth Management Advisor and Co-Founder

My mission is to develop enduring relationships, helping our clients achieve financial security and peace of mind. I specialize in working with families and business owners, motivating clients to take the necessary actions to make their financial dreams a reality. Please visit my website to learn more about my team and how we help clients create and implement a personalized financial plan.

Photo of Wealth Management Advisor and Co-Founder Darrin Englebert

Darrin Englebert

CFP®, RICP®

Wealth Management Advisor and Co-Founder

Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.