My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Drew J Rose

Drew J Rose, BBA

Financial Planning Specialist
Office 920-739-1155

Andrew has been with Northwestern Mutual since 2016 and holds his series 7, and 63 securities registrations and is fully licensed in the State of Wisconsin and Michigan for life, health and disability insurance. Andrew has a Bachelor’s degree of Business Administration from UW-Oshkosh.

 
Erin Wiskerchen

Erin Wiskerchen

Investment Operations Assistant
Office 920-739-1155

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

 
Matt Anderson

Matt Anderson

Associate Financial Representative
Office 920-739-1155

Matt has been a representative with Northwestern Mutual for almost a year, with his previous experience as Front of House Manager for Buffalo Wild Wings in Grand Chute, WI. His wife Katy and their dog Gus reside in Neenah and enjoy watching football, fishing, and cooking.

 

Matt’s goal is to help expedite the processes of day-to-day functions with client interaction, inquiries, and behind the scenes processes; allowing our time together to be solely focused on reviewing your financial plan and determining the next steps to take towards complete financial wellness. 

 
Shauna Doule

Shauna Doule

Associate Financial Representative
Office 920-739-1155

Shauna Doule joined Northwestern Mutual in 2013.  Shauna is Life and Health Licensed. Throughout her career with Northwestern Mutual, Shauna has contributed to various departments, including the Client Relations Center and the Network Office Operations area. Shauna is currently part of  the Appleton Sales Execution Team.  In 2013, Shauna graduated from the Fox Valley Technical College with an Associate Degree in Business Management.

 

Andrew Jesse, MBA

Financial Representative

 

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