Team
When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.
If at any time you have a question, concern or need, please let us know.
My Colleague
Jeremy Schoenherr
Jeremy started with Northwestern Mutual as an intern while attending UW-Madison. This arrangement provides him the flexibility to assist our office in helping meet client’s planning objectives while also continuing his education and grow his personal practice. He enjoys helping others prepare a financial plan. You may see Jeremy around the office, around UW-Madison’s campus, or even on the wrestling mat while he competes for the UW-Madison wrestling team.
My Team
Haley Frombach
Haley joined our team in April of 2017. She obtained a Bachelor’s Degree in Finance from UW-La Crosse and is securities, life, variable and accident & health licensed. Haley assists clients with discovering their values, helping them map out their financial futures and guiding them forward into making their futures into reality.
Stacy DeLeske
Stacy joined our team as marketing coordinator in the fall of 2015. She is responsible for the management and coordination of all events and sponsorships. She also oversees our web page and maintains our monthly newsletters.
Rebecca Ann Ayers
Rebecca joined our team the spring of 2018. After graduating with her undergraduate degree from UW-Madison she continued her education by completing both a business degree and PhD from the University of Chicago. While Curt’s primary objective is helping clients define their planning goals, Rebecca’s is to conduct research needed to make sound investment decisions when funding those goals. Not only does she conduct the initial investment research for the advisory practice but monitors those investment selections to make sure those decisions continue to meet the client’s ongoing planning.