Staff
As a Financial Representative for the Northwestern Mutual Financial Network, Joshua Lerner is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. He doesn't do it alone. Here you will find a listing of the people who help make it happen.
Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
The Team of McBreen, Neubauer & Associates
The Staff
Rumelia F Lodhia
Associate Financial Representative
rumelia.lodhia@nmfn.com
(847) 663-7062
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.
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Tracy J Swafford
Financial Representative Assistant
tracy.swafford@nmfn.com
(847) 663-7048
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.
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John D Saalfield
Associate Financial Representative
john.saalfield@nmfn.com
(847) 663-7780
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.
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Karen E Morgan
Financial Representative Assistant
karen.morgan@nmfn.com
(847) 663-7058
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.
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