Northwestern Mutual
Park Place
Find a financial advisor in our Park Place office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
Already working with someone? Find them here
Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Park Place office is dedicated to doing good for our clients, employees and community.
James Grogan
CLU®
Managing Director
Jim Grogan grew up in Mequon, Wisconsin, attended the University of Wisconsin-Madison on the Evan's Scholarship and graduated with a bachelor’s degree in Economics. He joined Northwestern Mutual in 1987 and spent the first twelve years building his practice as a Financial Representative. He was appointed Managing Director of the Northwestern Mutual – Park Place office in 1999, and has served in that role since, while maintaining his personal practice. Jim prides himself on his ability to lead by example and uphold his high levels of personal production. Jim is a Board Member of the Northwestern Mutual Managing Directors Association, Member of the Million Dollar Round Table (MDRT) and Member of the National Association of Insurance and Financial Advisors (NAIFA). In his spare time, Jim enjoys golfing, playing tennis and cheering on Wisconsin sports teams. Jim and his wife Meg have been married since 1988 and have a son, Matthew, who lives in Madison, WI.
Andrew Bird
CFP®, CLU®, RICP®, AEP®
Wealth Management Advisor
Andy graduated from Marquette University and holds a Bachelors of Business degree in Economics and has his CFP®, CLU® and RICP® designations. Andy has been with Northwestern Mutual since 2004. He is a Wealth Management Advisor in Milwaukee, WI. Andy enjoys helping people make their dreams a reality through financial planning. He and his wife Jenny live in Whitefish Bay with their two daughters. They enjoy spending family time together, exercising, and spending time on/near the water.
Chad Bolliger
RICP®, CLTC®
Field Director
Chad has been with Northwestern Mutual since 2012. As a graduate from UW-LaCrosse, Chad holds a Bachelors of Science and has his CLTC® and RICP® designations. Overall, Chad thoroughly enjoys making an impact by educating successful people and businesses on the opportunities to reach and exceed their goals. Born and raised in Milwaukee, Chad attended Nicolet High School. In his free time Chad and his two sons enjoy spending time outdoors, playing sports, watching the Packers, Bucks, and creating awesome memories!
Daniel Howard
RICP®
Field Director
Dan graduated from Carroll College and started his career teaching for 12 years in the Sussex Hamilton School District. When the opportunity at Northwestern Mutual came calling, Dan was excited to utilize his natural abilities to educate, as well as draw from his experience at providing excellent client service to serve people and families in all capacities. Originally from Sussex, Dan and his wife, Laura, have two sons and reside in Sussex.
Jason Seyfert
CLTC®, CLU®
Field Director
Jason started with Northwestern Mutual in 2005 as a College Financial Representative. After graduating UW-Whitewater with a Bachelor's in Finance in 2007 and being recognized as a top 10 intern in the company, he joined the team as a Financial Representative. Since then, Jason has earned the title Financial Advisor and is now currently Park Place's College Unit Director. Jason Seyfert is a Wisconsin native; he currently resides in Mequon with his wife, Jessica and their daughter Mackenzie.
Joseph Pitterle
CLTC®, RICP®, WMCP®
Field Director
Joe graduated from UW-Milwaukee with a Bachlor of Business Administration. Joe joined Northwestern Mutual in 2012. He has since secured the designations of CLTC® and RICP®, as well as his Series 6 and 63 Security Licenses. In his free time, Joe is active in golf, bowling, tennis, and cycling. He, his wife Karen, and their two children enjoy traveling around the state for weekend adventures.
Patrick Kohler
CLU®, ChFC®
Field Director
Patrick Kohler CLU®, ChFC®, has been in the financial services industry since 1994. Pat joined the Northwestern Mutual Financial Network as a Financial Representative in 1995. Pat graduated from Marquette University with a degree in Business-Finance in 1993. He has since secured the designations of CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) through the American College to better service the needs of his clients. He grew up locally in Whitefish Bay, WI and now resides in Brookfield, WI with his wife Heidi and three daughters: Savannah, Lilly and Ashley. St John Vianney Parish, family vacations, and coaching his girls sports teams keep him busy outside of work.
William Boyle
CFP®
Growth and Development Director
Bill Boyle has been with the firm since 2007 after graduating from the University of Wisconsin-Madison. He is third generation at the Greater Milwaukee Network Office, and works out of the Menomonee Falls office. Bill grew up in Green Bay—Titletown—and he now lives in Brookfield with his wife Sara, and son William (Will). Bill enjoys working with attorneys and high end sales professionals. In addition to life and disability risk shifting, Bill Boyle’s clients look to him to help execute savings strategies to efficiently accumulate wealth. Outside of work, Bill socializes with friends and spends a lot of time at the Milwaukee Athletic Club. He regularly attends Badger Basketball and Packer football games. In his off time Bill spends time vacationing and golfing.