Meet Our Team

We pride ourselves on being a hard-working team, committed to helping our clients achieve their personal financial goals.  Our team will partner with you to find unique solutions and bring you security and confidence.  Working with us allows you to gain clarity on what the future might look like.  Using our collective leadership skills and expertise allows us to have a positive impact on the community we serve.

Photo of Director of Marketing and Client Experience Jordan Kinney

Jordan Kinney

Director of Marketing and Client Experience

Jordan's journey with Northwestern Mutual began in the fall of 2021, and her dedication and hard work has propelled her to her current roles as Operations Manager/ Associate Financial Representative. Holding a Life and Health Insurance license, Jordan is committed to her professional growth and strives to be a valuable leader.

 

Jordan assists our clients by: 

  • Following up with underwriters. 
  • Providing answers to billing inquiries. 
  • Resolving day-to-day servicing matters. 
  • Maintaining meticulous case notes and file documentation. 
  • Sending out essential correspondence. 
  • Efficiently scheduling medical exams. 

 

Having spent most of her life in the Kansas City area, Jordan has strong roots in her community. 

In her personal life, Jordan shares her world with her husband, Eric. Together, they have 3 children: Jameson, Jaxson, and Olivia. Their time is spent together hosting family get together and at sporting events as Eric is a high school football, basketball, and track coach. 

Photo of Financial Planning Consultant Zachary Perrett

Zachary Perrett

ChFC®

Financial Planning Consultant

Zachary began his career with Northwestern Mutual in 2021. He started as a Financial Planning Consultant in the Leawood office. Prior to his current role, Zachary worked as a Senior Trading Specialist with TD Ameritrade in Omaha, Nebraska. Zachary currently holds his FINRA series 7, 63, 3, and 34 licensing. He earned a Bachelor of Arts degree in History from the University of Nebraska-Lincoln and a bachelor’s degree in business from Bellevue University. He is passionate about market research, financial planning, and analysis.

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 Ashley C Martin

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.

Photo of Financial Advisor Paul S. Montello

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.

Photo of Wealth Management Advisor Ryan T George

Ryan T George

CFP®, CLU®, RICP®, CPWA®

Wealth Management Advisor

My team and I are passionate about planning throughout all stages of life. From the young family just beginning their financial planning journey to those that have already entered the complex world of retirement income planning, we develop unique strategies tailored to each situation. Our purpose is to design and protect a lifestyle driven by your passion; to guide you to your greatest ambitions.