Jerod T Spaeth

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Staff

Helping clients reach financial security is Jerod Spaeth’s top priority. Jerod knows that he cannot do it alone. Jerod Spaeth’s Associate Wealth Management Advisors are an integral part of providing clients with excellent service and structured, systematic, and thorough review. They are fully qualified professionals with the credentials and experience to provide the most attentive and complete service.
 
Please take a few moments to learn about Jerod's highly skilled team. Together, they are committed to providing excellent service and follow-up. Please contact any member of his team if you have a question or need assistance.

Jason Michael Dorn
Associate Wealth Management Advisor
jason.dorn@nmfn.com
414-203-6060

 

Jason has been a part of the Northwestern Mutual Investment Services (NMIS) department since October of 2007 & a member of Jerod’s team since June of 2009. Previously, Jason worked as a Capital Markets Accountant at Robert W. Baird & Co from January 2004 – October 2007. Jason holds a BBA from The University of Wisconsin.
 
Jason specializes in personal financial planning.

Jason Michael Dorn

Brandon Scott Steele
Associate Financial Representative
brandon.steele@nmfn.com
414-203-6033

 

Brandon joined Jerod’s team in June of 2010. Brandon has served as a Northwestern Mutual representative since 2002, beginning his career in West Virginia. Brandon graduated from Mountain State University with a B.S. degree & is currently a law student at Marquette University Law School.
 
Brandon specializes in business planning, with industry knowledge of non-qualified and qualified retirement plans, employee and executive benefits, and insurance planning.

Brandon Scott Steele

Christopher G Young
Associate Financial Representative
c.young@nmfn.com
414-203-6024

Chris joined Jerod's team in January 2011.  He was previously a college intern with the Cornerstone Financial Group.  Chris graduated from UW-Milwaukee with a B.S. in Business Administration.

Chris specializes in investment products and services related to education and retirement funding.

Christopher G Young

Niki M Hillsman
Associate Wealth Management Advisor
niki.hillsman@nmfn.com
414-203-6052

Niki has been a part of Jerod’s team since November 2004. She has earned her Life & Health licenses and is Series 7, 63 and 66 registered. She received her Bachelor’s of Business Administration Degree in finance in 2001 from the University of Milwaukee-Wisconsin.

 
Contact Niki to:
  • Schedule appointments
  • Help with account servicing and updates
  • Process mutual fund transactions

Niki M Hillsman

Carol A Jamar
Associate Financial Representative
carol.jamar@nmfn.com
414-203-6076

Carol joined Jerod's team in October of 2009.  Carol brings a wealth of knowledge from her 25 years in the financial service industry.  

Contact Carol to:

  • Schedule appointments
  • Help with account servicing
  • Process insurance transactions

Carol A Jamar