Get to know our leadership team

Leadership at the Waterloo office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Mark Funk

Mark Funk

CLU®, ChFC®

Managing Director

Mark Funk began is career with Northwestern Mutual in May of 1999. Achievements throughout the industry include membership in the Million Dollar Round Table, the National Quality Award, and the National Sales Achievement Award. Mark was named New Financial Representative of the Year for the Network Office in 2001 and 2004 and was also voted the top 20 business leaders under the age of 40 in 2005 by Cedar Valley Business Magazine. Mark currently runs a high level Wealth Management practice in Waterloo and is also the Managing Director of the Waterloo District office. Mark is actively involved in the Blackhawk County Estate Planning Council, Panther Wrestling Club, Sunnyside Country Club, The Greater Cedar Valley Chamber of Commerce and the National Association of Insurance and Financial Advisors. Mark resides in Waterloo with his wife Traci and children Madison, Garrett and Jenna.
Photo of Financial Representative Ally Dana

Ally Dana

Financial Representative

Ally is the Development Officer in our Cedar Falls & Waterloo offices. Ally graduated from the University of Northern Iowa and started her career with Northwestern Mutual in May of 2015. Ally helps in the selection and development of Financial Representatives, Advisors, and our top college internship program. Career highlights include Northwestern Mutual Recruiter of the Year (2020), #1 College Internship Program (2020) & Top 5 College Internship program (2021, 2022, & 2023) ranked nationally at Northwestern Mutual. Ally currently resides in Waterloo with her husband, Drew and daughter, Noa.
Photo of Growth and Development Director Owen Ward

Owen Ward

CFP®

Growth and Development Director

Owen helps with the development of our Financial Representatives and Advisors.
Photo of Growth and Development Director Clayton Meinders

Clayton Meinders

CFP®

Growth and Development Director

Clay helps with the development of our Financial Representatives and Advisors.
Photo of College Unit Director Kody Berns

Kody Berns

CFP®, ChFC®, RICP®

College Unit Director

Kody helps with the selection and development of our top internship program.
Photo of College Unit Director Caleb Meinders

Caleb Meinders

College Unit Director

Caleb helps with the selection and development of our top internship program.
Photo of Financial Advisor Matt Henson

Matt Henson

Financial Advisor

Matt helps with the development of our Financial Representatives and Advisors.

Get to know our advisors and representatives.