CURT - Key Persons
Andrew joined Northwestern Mutual in January of 2018. He graduated from University of Wisconsin-Stevens Point in 2018 with a degree in Business Administration and a concentration in Finance. He received his Certified Financial Planner™ certification in March 2022, and his Retirement Income Certified Professional® designation in March 2024.
Originally from Wauwatosa, Wisconsin, Andrew has lived in Stevens Point since 2016. With growing up in the Milwaukee area, he is a massive Milwaukee Bucks and Brewers fan attending as many games as possible. When not working, you can find him outdoors hiking, camping, and enjoying time with friends and family. Andrew has a 4-year-old cat named Larry who keeps him on his toes. He looks forward to continuing to connect with the community and partnering with clients on their financial plan.
Job Titles:
- Financial Representative Assistant
Ashley joined Greg's team in October of 2023. She is currently studying to be life and health licensed, followed by securities registration.
Ashley will be assisting with insurance and annuity service requests, applications and illustrations, underwriting, appointment scheduling and many other miscellaneous tasks to maintain a smooth office flow and positive work environment.
Ashley moved back to Stevens Point in 2022, after living in Nashville for most of her life. She enjoys spending time with family and her daughter.
Job Titles:
- Associate Wealth Management Advisor
Bryce joined Greg's team in May of 2023. He has his licenses in life and accident & health, and is Series 7 and 63 securities registered.
Bryce will be assisting with the behind-the-scenes planning work that goes into constructing comprehensive financial plans for clients. He will also support the insurance and investment operations of the office once licensed.
Bryce grew up in Wausau but moved to the Stevens Point area after graduating college. Outside of work, he enjoys running, watching soccer, and reading.
Job Titles:
- Director of Investments
- Member of the Team
Dan became a member of the team in August 2020. He assists with the day to day investment management. Dan attended Ripon College to obtain his Bachelor's Degree in Economics, then furthered his education by completing a Master's in Business Administration program (MBA) from UW-Stevens Point. Dan holds his CIMA® Certification, Series 7 & 63 investment registrations along with his life, health, and long term care insurance licenses. When he's not making sure the investment accounts are invested properly, he enjoys live music, the outdoors and exploring the country.
Job Titles:
- Financial Planning Assistant
Dylan joined our team in May 2023, bringing fresh insights and enthusiasm to our financial planning services. As a Financial Planning Assistant, he plays a crucial role in developing comprehensive financial plans tailored to our clients' unique needs. Dylan is a proud alumnus of Winona State University, where he earned his Bachelor's Degree in Finance. His dedication to both his studies and his work has equipped him with a solid foundation in financial planning, making him a valuable asset to our team.
Job Titles:
- Wealth Management Advisor
- Wealth Management Advisor CLU®, CFP
Gregory was born and raised in Rhinelander, Wisconsin, and currently lives in Stevens Point with his wife, Carla.
They have two daughters, Danielle and Stephanie. Danielle and her husband Paul, have one daughter Hazel and welcomed twin sons, Hunter and Drake, in December 2022.
Gregory enjoys hunting, cross-country skiing, cycling, and spending time at their cabin up north with his family. He is an active member of St. Paul's Lutheran Church, and in winter enjoys being the assistant cross-country ski coach for the Iola Winter Sports Club.
Job Titles:
- Associate Wealth Management Advisor
Holly has been with Northwestern Mutual for over 27 years, joining Greg's team in September of 2011. She has her licenses in life, accident & health, and long-term care insurance. Holly is also Series 6, 7, and 63 securities registered.
She assists Greg with his business by processing and following up on investment client service requests, brokerage account trading, onboarding for all new investment clients, opening of brokerage and advisory accounts, client management, and assisting clients with rollovers and transfers. Holly was awarded the Commitment to Excellence Award in 2010 and 2016. This award recognizes field staff who have made a key difference in their Financial Advisor's practice.
Holly moved to Stevens Point in 2011 with her husband, Rob, after living in Milwaukee her whole life. She has a bachelor's degree in business management and enjoys yoga, working out, listening to music, hiking, road trips, and spending time with her black lab, Louie.
Job Titles:
- Associate Wealth Management Advisor
- Member of the Team
Jack became a member of the team in October 2022. As an Associate Wealth Management Advisor, he works with Curt to construct and execute financial planning strategies aimed at assisting clients in achieving their goals and objectives. He is committed, diligent and has a strong dedication to delivering exceptional client service. Jack attended the University of Michigan to obtain his Bachelor's Degree in Mathematics. He holds his Series 6, 7 & 63 investment registrations along with his life, health, and long term care insurance licenses. In his free time he enjoys playing golf, basketball, and watching collegiate athletics.
Job Titles:
- Associate Financial Representative
Mark joined Greg's team in June 2018. He has his licenses in life, and accident & health insurance. Mark is also Series 6 and 63 securities registered.
He assists Greg in servicing his existing retirement plan businesses. Mark works with plan providers to enroll employees and conduct education meetings, handle employee service requests, assist terminated employees with distribution options, assist eligible employees with rollovers into their plan, prepare and process paperwork for new and current plans, preparing Annual Compliance Reviews, and be the liaison between plan providers and Third Party Administrators.
Mark grew up in Rothschild and lives in Mosinee with his wife, Jodi, and two black labs, Walter and Frank. He has a bachelor's degree in business administration and enjoys fishing, bicycling, and hiking.
Stacy has been part of Curt's team since the beginning. She ensures that the office operates smoothly and efficiently and oversees administrative support. She handles client relations processes and marketing initiatives to help deliver an excellent client experience. In her free time, she enjoys hiking, biking, yoga and traveling.
Job Titles:
- Associate Wealth Management Advisor
Timm joined Greg's team in November 2017. He has his licenses in life, accident & health, and long-term care insurance. Timm is also Series 7 and 63 securities registered. He assists Greg with advisory account trading and proposals, mutual funds and stock research, portfolio analysis and solutions, and preparing individualized financial plans for client meetings.
Timm grew up and lives in Vesper with his wife, Michelle, and three children. He has a bachelor's degree in managerial accounting and business administration, and enjoys watching sports, reading, and spending time with his family.