Get to know our 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.
Shane D. Stuhr
CFP®, CLU®
Wealth Management Advisor
Shane joined Northwestern Mutual as a college intern and has been a full-time Wealth Manager Advisor for Northwestern Mutual since 2006. In addition to serving his own clients, he leads the La Crosse district region as Managing Director.
Shane focuses on building long-term relationships based on integrity, knowledge, and commitment. His overall goal is to help people define, build, and enjoy prosperous lives.
Shane and his team specialize in:
- Retirement & Distribution Planning
- Business Planning
- Estate Planning
- Investment Strategies
- Risk Mangement Planning
Schedule a meeting with Shane here.
Bennett M. Johnson
CFP®, ChFC®, CLU®
Associate Wealth Management Advisor
bennett.johnson@nm.com
(608)779-3782
Bennett was born and raised in the La Crosse area. He graduated from the University of Wisconsin-Madison with degrees in Finance and Real Estate, and a certificate in Wealth Management and Financial Planning.
He joined the team in December of 2015. Bennett holds the CERTIFIED FINANCIAL PLANNER™ Professional designation, investment licenses, as well as insurance licenses for all Northwestern Mutual insurance solutions.
Bennett is responsible for investment account management and operations as well as facilitating client reviews for the team.
Bennett enjoys traveling, triathlons, and Wisconsin Badger athletics.
Schedule a 30 Minute Meeting with Bennett
Schedule a 60 Minute Meeting with Bennett
Please contact Bennett for any investment related questions.
Whitney Smith
Operations Manager
whitney.smith@nm.com
(608)779-3808
Whitney graduated from the University of Wisconsin – La Crosse with a Bachelor of Science in Public Administration and a minor in Environmental Studies. She joined the team in February of 2017 and has since obtained her Life, Accident and Health licenses as well as her Series 6 and Series 63 investment certifications.
As Director of Operations, Whitney is responsible for running financial plans, new client onboarding, insurance application processing and workflow management. Our team wouldn't run the same without her!
When not in the office, Whitney enjoys spending time with friends and family, practicing yoga and outdoor activities like hiking and camping.
Please contact Whitney with new insurance policy processing questions.
Christy Nutt
AWMA®
Investment and Planning Associate
christy.g.nutt@nm.com
(608) 690-3014
Christy graduated from the University of Wisconsin - La Crosse with a double major in Finance and Management with an emphasis in Risk, Insurance, and Financial Planning.
Christy joined the team in May of 2022 and has obtained her SIE, Series 7, and Series 63 investment certifications. Christy is responsible for creating financial plans, researching various investments strategies, and helps manage investment portfolios.
When she is not in the office, Christy enjoys hiking, exploring the Coulee Region with friends, and reading.
Daniel Gerard Taylor
AWMA®
Associate Wealth Management Advisor & Director of Planning Services
daniel.g.taylor@nm.com
608.779.3809
Dan graduated from the University of Wisconsin Eau Claire in 2018 with a Bachelor's in Sociology and then from the Unviersity of Wisconsin La Crosse in 2020 with a Bachelor's in Marketing.
Dan joined our team in January of 2021. Since joining, he's gone on to become the office's internal financial planning services team lead as well as attain his Associate Wealth Management Advisor credentials for the team. Dan has obtained his life, accident and health licenses as well as his SIE, Series 7 and Series 63 investment certifications. He works with Bennett within our team's investment practice.
When he's not at the office, Dan enjoys spending time with his pets, hanging out at the beach in the summer and snowboarding in the winter.
Lauren Grade
AWMA®
Director of Insurance Operations
lauren.grade@nm.com
608.779.3789
Lauren graduated from the University of Wisconsin – Eau Claire with a Bachelor’s degree in Business Administration. She joined our team in September of 2022 with her Life, Accident and Health insurance licenses. She has since obtained her SIE, Series 7, and Series 63 investment certifications.
Lauren is responsible for risk management onboarding and applications, servicing our client’s policies and accounts, as well as building custom financial plans.
Outside of the office, Lauren enjoys spending time with family and friends, golfing, and cooking new recipes.
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.
Greg J Baune
CLU®
Life Insurance Specialist
As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.
Matt Anagnostou
CLU®, ChFC®, CASL®, RICP®
Annuity Specialist
Matt is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and has been with Northwestern Mutual for 35 years, contracted in 1988. He started his career with NM in San Francisco, CA, where he was born and raised. He now is in Mendota Heights, MN with Northwestern Mutual, where he has been for the last 23 years. He lives in Eagan, MN.