My Team

As a Weath Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone.

Julie Stepniewski, Registered Associate Financial Representative/Operations Manager is my Associate and is here to assist you as well.

Together, we stand committed to providing the best customer service possible. If you have financial planning needs or are in need of assistance at any time, please reach out to us.

 
Julie P Stepniewski

Julie P Stepniewski

Associate Financial Representative
Office 262-255-1970 ext. 204

Julie has been representing Northwestern Mutual since 2012 as Operations Associate/Registered Associate Financial Representative.

She enjoys working together with Financial Representatives and their clients to ensure the  highlest level of customer satisfaction is achieved on a daily basis. She very much enjoys being a part of the  Northwestern Mutual family and the feeling each day that she has been able to help enrich a client's life in one aspect or another.

 
Heidi M Deglow

Heidi M Deglow, CLU®, ChFC®

Associate Financial Representative
Office 262-255-1970 ext. 201

Heidi has been representing Northwestern Mutual since 2006. Heidi started as a Financial Representative Intern, and now works as Director of Operations in Germantown, WI. She graduated from UW-Whitewater with a bachelor's degree in Finance and with a commitment to excellence, Heidi has earned her CLU® and ChFC® designations. Heidi enjoys working with Northwestern Mutual and its dedication to put its client's best interests first.

Heidi lives in Watertown with her husband, Rob, and three children - Russell, Reed, and Lydia. In her free time, she enjoys an active and healthy lifestyle and sharing that with her children through maintaining a large garden with her mother.

 
Drew J Rose

Drew J Rose, BBA

Financial Planning Specialist
Office 920-739-1155

Andrew has been with Northwestern Mutual since 2016. He holds his Series 7 and 63 Securities registrations and is fully licensed in the State of Wisconsin for Life, Health and Disabillity insurance. Andrew has a Bachelor's degree of Business Administration from UW-Oshkosh.

 
Erin Wiskerchen

Erin Wiskerchen

Office 920-739-1155

Erin Wiskerchen - Operations Manager

Erin has been with Northwestern Mutual since March of 2016 and holds her Series 6 registration.

 

Rick Robert Bartelt, CLU®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck