Get to know my dedicated team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Photo of Financial Advisor Michael Andrew Schram

Michael Andrew Schram

CLU®, RICP®

Financial Advisor

Photo of Joe Corcoran

Joe Corcoran

MBA

Photo of Investment Operations Manager Heather C Mulye

Heather C Mulye

Investment Operations Manager

Photo of Steven J Episcopo

Steven J Episcopo

CFP®, ChFC®

Photo of Associate Wealth Management Advisor Tucker Phelps

Tucker Phelps

ChFC®, RICP®, CFP®

Associate Wealth Management 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 Brian Wilcox

Brian Wilcox

CLU®, ChFC®, RICP®, CASL®, CLF®

Wealth Management Advisor

Brian Wilcox uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs.

Photo of Financial Advisor Chad A Shaw

Chad A Shaw

CFP®, AEP®

Financial Advisor

Photo of Financial Advisor William Patrick Senif

William Patrick Senif

CLU®, ChFC®, CASL®, RICP®, MBA

Financial Advisor

Planning and achieving financial security is a journey that is best enjoyed with a competent and caring team by your side. We help you define what success looks like for you, understand what steps should be taken, and most importantly, help you to take those steps. It has been our pleasure to assist hundreds of families and businesses, and we look forward to hearing your story.