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Have questions? I can help you identify your financial needs and provide appropriate solutions.

Staff

I take customer service very seriously. So does our office team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly

My Associates

Andres Baltazar originally grew up in NW Indiana with his family. When he attended DePaul University in Chicago he decided to moved to Illinois and he has been living in Chicago since 2004. Andres continues to work with clients in both locations.

Andres was introduced to the Northwestern Mutual family through the Financial Representative Internship Program. He graduated a Top 5 intern across the nation and became a full time Financial Representative in 2007.

Outside of work, he enjoys playing basketball, golf, and soccer. Simply put, Andres enjoys being outdoors and appreciating nature!

G Andres Baltazar

Andres Baltazar
Financial Representative

(847) 663-7766

Thomas G McBreen

Thomas McBreen, CLU, CFP

Wealth Management Advisor

(847) 663-7059

My Staff

Alfredo Arroyo Director of Insurance Services alfredo.arroyo@nmfn.com 847-663-7782 Alfredo Arroyo joined us in 2008. He completed his studies at Robert Morris University with a BA in Business Administration. His vast knowledge of the insurance process has been a great asset in the submission of all your applications. Alfredo works in conjunction with the underwriters to obtain information that will help with the insurance underwriting process. Alfredo has a positive energy and takes great pride in providing superior customer service as efficient and effective as possible. He is bilingual, speaking and writing in both English and Spanish. If you have any questions regarding your insurance policy please contact Alfredo Arroyo

Karen Montes Karen joined our team on December 2011. She is a current undergraduate student at the University of Illinois at Chicago working towards a major in Spanish.

Kathryn Grace Peterson kathryn.peterson@nmfn.com 847-663-7766 Investment Operations Kathryn “Katie” Peterson, joined us in 2008 as a vital resource to our Investment Operations Department. She brings a background of financial acumen and understanding to her position. She has previously served as a Financial Representative with Northwestern Mutual. Katie completed her studies at Northeastern with a BA in Sociology and a minor in Mathematics. She is able to answer a multitude of questions surrounding your accounts and can assist you with many of the transactions you may need.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Joshua S Lerner is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 5215 Old Orchard Rd Suite 1200, Skokie, IL 60077-1088, 847-663-7000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Hoopis Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Joshua S Lerner is primarily licensed in Illinois and may be licensed in other states.

CA License: #0G80623

Josh S Lerner, CLU®

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Josh S Lerner, CLU^®