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 Director of Operations and Client Service Nancy Anne Hart

Nancy Anne Hart

Director of Operations and Client Service

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 Christopher D Carlson

Christopher D Carlson

WMCP®

Wealth Management Advisor

Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.

Photo of Wealth Management Advisor Darrin Englebert

Darrin Englebert

CFP®, RICP®

Wealth Management Advisor

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.

Photo of Wealth Management Advisor Scott Schwertfeger

Scott Schwertfeger

Wealth Management Advisor