Manager of Administration and Finance

Helene has been with the team since 2001. She has a Master of Arts in Public Policy and Administration from the University of Wisconsin - Madison, and recently became an Associate Financial Representative who is securities licensed. She brings with her a background in small business ownership and education. Her strength is working consistently to keep the lines of communication open, and helping you with any issues having to do with your insurance or investments. In addition, she serves as our Operations Manager making sure your questions, concerns, and service requests are taken care of with professionalism and courtesy.

Operations Assistant

Rumelia joined the team in early 2004. She obtained her MBA in Finance earlier in her career, from Loyola University in Chicago. She now handles much of the administrative responsibilities in the office relating to case preparation and marketing. In addition, Rumelia is indispensable in assisting with many of the service related issues you bring to the office.

Director of Client Relations & Marketing

Tracy joined us in March, 2007.  She graduated from the University of Arizona with a Bachelor of Science in Retail and Consumer Studies. Tracy has a high level of interest in customer service with over 12 years of experience in the industry.  Her goals include being a critical part of the team that makes your experience with Northwestern Mutual Financial Network the very best.

Director of Investment Operations

John Saalfield serves as our Director of Investment Services. He specializes in understanding and implementing your complex and sophisticated investment needs. He brings a wealth of experience, training and understanding to our team. He completed his MBA at the Kellogg School at Northwestern University.
We hope you will turn to John whenever you need his expertise.

Investment Operations Manager

Karen serves as our Investment Operations Manager. Her studies at the University of Chicago gave her a well rounded education. She comes to our team with a significant background in operations support for both the insurance and investment worlds. Her previous experience is a huge advantage to our team. Please contact Karen with any questions.