MY MISSION

Mark started his career with Northwestern Mutual in 1994 after joining the internship. Mark graduated from the University of Missouri-Columbia (MIZZOU) and started full time as a Special Agent in July of the same year focusing on helping families, professionals, and business owners establish insurance coverages.

Over time, the industry evolved, and Mark grew the depth and breadth of his services to add comprehensive planning and wealth management services. He also made a huge investment to become highly credentialed. Mark has qualified for numerous awards such as MDRT, the Northwestern Mutual FORUM, and Master Achievement. Today Mark and his team of six deliver best in class solutions designed to advance the well-being of those he serves.

When Mark is not working, he enjoys spending time with his wife Kathy, daughter Madeline, son Colin, being with his amazing golden retrievers, traveling somewhere tropical, and playing golf.

EDUCATION

• University of Missouri: Bachelor of Science in Consumer & Family Economics

Jonathan began his career early by engaging with Northwestern Mutual's highly respected internship program in 2005 while studying Business Administration in the Marshall School of Business at the University of Southern California. Having built a deep respect for the company over his two years in the internship, Jonathan knew that he would always at least be a client of the company. Upon graduating from USC in 2008, he decided to explore other opportunities in the entertainment industry given the distressed environment the financial industry occupied. In 2016, having witnessed the dexterity and strength Northwestern Mutual maintained throughout that tumultuous period, Jonathan reached out to his prior mentors to focus on building a full-time practice dedicated to the growth of his clients.

After growing a successful practice in Los Angeles for 5 years, he developed a new focus in Saint Louis, Missouri to provide an elevated level of service and value to his clients. Jonathan specializes in providing strategic, comprehensive advice to help successful attorneys, physicians, business owners, entertainment professionals, and millennials meet their financial goals. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.

With his professional staff, Jonathan will help you select and secure the most appropriate choices from the wide array of products and services available through Northwestern Mutual. Jonathan holds the Series 6, 63 and 7 securities registrations.

RICP® – Retirement Income Certified Professional® – A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

CLTC® – Certification for Long-Term Care – Educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

Joe holds the Chartered Financial Analyst (CFA®) designation and has nearly a decade of professional investing experience across the capital structure. After developing a natural interest in the stock market during high school, he earned his Bachelor’s in Finance from the University of Wisconsin. Following graduation, Joe was accepted into the Applied Security Analysis Program (ASAP) at the University of Wisconsin where he received his Master’s in Finance.

While completing his Master’s degree Joe interned at Heartland Advisors on their small-cap equity team and Hovde Capital Group on their long/short total return fund. After the ASAP program, Joe worked for 40|86 Advisors as a credit analyst responsible for over $1 billion of high-yield leveraged loans and fixed income investments. Joe then accepted a position at Argent Capital Management in St. Louis where he was an Analyst on two large-cap US Equity funds with a combined $2.5 billion of Assets Under Management.

Joe is our Director of Wealth Management Services. He joined our office in April of 2021 and is responsible for fund research, individual holding selection, portfolio construction, and the proactive tactical asset movement of our investment portfolios. Joe is available to speak to clients to answer questions regarding their investment accounts and to share insight into our management process.

Kyle is from Grayslake, Illinois. He graduated from University of Missouri in 2019 and moved to St. Louis to work at TD Ameritrade. He joined our team in February of 2020. Kyle's primary responsibilities include investment service, coordinating investment transactions, establishing investment accounts, and portfolio management. He also works to assist with fund research, market/data analysis, and the development of our investment portfolios. 

Kyle lives in St. Peters with his wife Kayla. In his spare time he enjoys working out, playing basketball, and spending time with his growing family.

Nick joined our team February of 2023. He previously was with Edward Jones for six years. Nick’s primary responsibilities include investment service, coordinating investment transactions, establishing investment accounts, portfolio management, and assisting with client meetings.

Nick is from St. Charles and currently lives in St Peters. He graduated from the University of Missouri Columbia in 2011. Nick enjoys hiking with his dogs and spending time with his family and friends.