Todd A Bock
Wealth Management Advisor|CLU®, ChFC®, CASL®
Building and Growing Financial Security | Passionate About Enduring Relationships
Our Advisors
Todd and Shane are the Advisors in our practice who work directly in meetings with our clients. While in college, Shane started as a financial representative intern in 2013 under the mentoring of Todd. Upon graduating, Shane continued growing his business out of the Marshall office. In 2019, Shane merged his practice with Todd and his team. Todd began building his practice in Marshall, starting in 1996. Together they continue to grow a thriving financial planning practice that allows them to meet the needs of their clients today and into the future.

Our 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.

Todd A Bock
CLU®, ChFC®, CASL®
Wealth Management Advisor
Todd began a career in sales after graduating from St. John's University. Wanting flexibility to create business in financial planning, Todd joined Northwestern Mutual in 1996.
Todd loves to teach people how to define, grow, achieve and enjoy financial security.

Shane G Erickson
Associate Wealth Management Advisor
Shane joined Northwestern Mutual in May of 2013. He has his life, health, long term care insurance and securities licenses. Shane started as a Financial Representative Intern while attending college. Upon graduating, he started full-time as a Financial Representative in January 2016 building his practice in Marshall. In July 2019 Shane joined Todd's team while continuing to grow his practice and to help create a continuity plan for Todd's business.
Shane grew up in Balaton and currently resides in Tracy with his family. Shane and his wife Lexi have three children – Hattie, Leo and RaeLynn. He enjoys hunting, fishing and trapping with his dad. Shane and Lexi are actively involved in TMB sports having coached many different sports over the years. Shane is active in his community as a board member of ROYO (Returning Our Youth Outdoors) and the chairman of the Tracy Area Community Foundation.
How can Shane help you?
- He works directly with clients providing financial planning advice.

Lisa L Bucher
Insurance Operations
Lisa joined Northwestern Mutual in 2011 working as Office Manager and Associate Financial Representative. She has her life, health, long term care insurance and securities license. Prior to joining Northwestern Mutual, she worked at a large law firm in Minneapolis as a secretary and in Information Technology.
Lisa grew up in Pipestone, Minnesota and resides in Marshall. Lisa and her husband Greg have three children, Sarah, Kate and Anna. Lisa enjoys the outdoors especially gardening, long walks, and bike rides.
How can Lisa help you?
- She serves as a point of contact for all new and existing clients and helps maintain client relationship.
- She can assist you in signing up for the client website, navigating it and setting up electronic paperless delivery options.
- She can answer general questions related to servicing your insurance policies, annuities, and billing accounts.
- She specializes in individual health insurance and Medicare supplemental insurance.

Mark S Freeburg
Investment Operations
Mark joined Northwestern Mutual in 2020. He has his life, health, long term care insurance, and securities licenses. Mark previously worked in community and retail healthcare, and he brings that compassion and dedication to provide a high level of service to our clients. As an Associate Wealth Management Advisor, he appreciates the opportunities to help clients learn about financial products and to guide clients through the development and execution of their financial plans.
Mark grew up in rural Garvin and currently lives in Marshall. He moved back from Rochester to be closer to family, and he enjoys spending time with family and friends.
How can Mark help you?
- He helps develop financial plans and retirement plans for clients
- He works with clients on investment accounts from setting up to servicing
- He can answer general questions related to investment accounts
- He assists employers and participants with 401(k) plans and SIMPLE IRA plans

Jane T Bock
Client Relations
Jane grew up in Marshall and has worked with Northwestern Mutual in several capacities throughout her lifetime. She joined Todd’s team in 2013 after being a stay-at-home mom for 20 years.
Jane enjoys spending time with adult children Luke, Jack, Hannah and Sofie, travel, golf, spending time at the cabin and pickleball.
How can Jane help you?
- Jane schedules meetings for Todd and Shane.
- Jane specializes in our group insurance business and is our point of contact.

Abby Lane Ahmann
Administrative Assistant
Abby joined Northwestern Mutual in 2022 working as the Administrative Assistant for Todd Bock. Prior to joining Northwestern Mutual, she worked at Avera for 15 years and brings her knowledge of the healthcare field to the team.
Abby grew up in Windom, Minnesota and has lived in Marshall since 2000. Abby and her husband Eric have two children, Magnolia and Elaina. Abby enjoys spending time outdoors, cooking, and reading.
Our areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Advisory Services
Business Planning
Multigenerational Planning