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

Operations and Investment Support Manager
Office 414-240-6434

Julie has been representing Northwestern Mutual since 2012 as Operations Associate/Registered Associate Financial Representative. She holds a Securities 6/63 registrations along with Life/Health licenses.

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.

Julie lives in Menomonee Falls with her husband Dan and her children.


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.

Rick Robert Bartelt

Rick Robert Bartelt, CLU®

Wealth Management Advisor


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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.