Planning and Investment Support to keep the Business Running

Erika is an Assistant Director on the Financial Planning Services Team. She oversees a team of Financial Planning Associates and Business Consultants, focusing on their growth and development as effective consultants for our field.

Erika worked in the field as an Associate Financial Representative for 5 years before joining the Home Office in July of 2015 as a Financial Planning Consultant. Erika recently joined the Financial Planning Services Team in October of 2024.

Erika earned her Bachelor of Science degree from the University of Wisconsin-Madison. She holds the CLU, ChFC, RICP and CLTC designations, FINRA licenses 7, 6 and 63 and the Wisconsin Life, Accident and Health Licenses.

Erika lives in Caledonia, WI with her husband Steve and 2 boys, James and Luke. They spend as much time outdoors as possible, hiking, fishing and camping.

Yvette joined Northwestern Mutual and the Full Support team in December 2021. Prior to her role as a Financial Planning Business Consultant, she was a Financial Advisor at UBS and a Senior Financial Planner at Ernst & Young. Yvette has obtained a BS degree in business management from Thomas Edison State University, a Certificate in Financial Planning from Florida State University, and an MBA - Finance at UNC. She holds her FINRA SIE, Series 7, 65, 63, and 24 securities registrations and CFP® designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Faith began her career with Northwestern Mutual in 2008, spending the majority of her early NM career in the field. During that time, Faith worked with the FR internship program; full-time training, development and coaching; district office administration; the network office CRC program; direct advisor support contracting, licensing & registration; and was an advisor herself. Faith holds her FINRA Series 6, 63, and 7 securities registrations. She maintains the CLU® designation.

Erik comes to Northwestern Mutual from a local financial advisory firm where he was the financial planner for two Wealth Management Advisors. Immediately prior, he was the director of a local Northwestern Mutual CFS team with a majority of advisors in the office subscribing to the service. In addition to working with advisors as a financial planner, investment educator and overseeing practice management, he also shared in the responsibilities of compliance oversight. Erik holds Series 7, 66, 9, and 10 licenses, as well as Life/Health and Property & Casualty. Erik is a graduate of UW Whitewater with a major in Finance and a minor in Financial Planning.

Beth joined the Northwestern Mutual Full Support Team in July of 2022, from Robert W. Baird where she was the financial planner supporting a group of Financial Advisors in the high-net-worth space. Prior to that, she worked as an accounting professional for more than six years. Beth is a graduate of Drury University, holding a BS in Accounting. She holds her FINRA Series 7 and 66 securities registrations and CFP® designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Sarah joined Northwestern Mutual and the Full Support team in 2024. Prior to her role as a Financial Planning Business Consultant, she was a Financial Planning Specialist at New York Life. Sarah has obtained a BS degree in entrepreneurship at University of Illinois Chicago, a Certificate in Financial Planning from Northwestern University and is currently working toward an MBA- Finance & Investment Management at University of Iowa. She holds her FINRA Series 7 & 66 securities registrations and CFP® designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

David came to Northwestern Mutual in 2016 with an established background in insurance, investments, and financial planning going back to 2004. His experience includes financial advisor, lead planner, educational speaker, business management and compliance. He also has experience with various planning and investment systems including eMoney, Naviplan (PPA) and PX. He holds the series 6, 7, 63, 65 and Life/Health licenses, and has earned the Financial Services Certified Professional (FSCP®) and Chartered Special Needs Consultant (ChSNC®) designations. David has a master’s degree from Central Baptist Theological Seminary and a bachelor’s degree from Northland International University.

Freddie joined the team in August 2022, bringing with him 22 years of financial services experience, including 19 years at NM. He has served in roles within several NM departments, including financial planning sales support, information technology, and enterprise compliance. As a significant contributor in the company's estate and business planning space, the business planning analysis software, and our underwriting process involving key employee and business valuation, he brings a wealth of knowledge to his current role. He has provided many years of consultation as a deep subject matter expert, best practice thought-leader, traveling field trainer, and phone support resource for personal planning (PPA/PX), estate and business planning (EBPS, BPA), and business retirement markets (401k, SEP, SIMPLE, cash balance plans, etc.). Prior to NM, he served as a securities principal, branch manager for Raymond James. He holds FINRA Series 7, 66, 9, and 10, as well as the CLU® and ChFC®.

Brian has been working in the finance industry for more than twelve years and joined the FPS - Full Support team in 2021. Over the past six years he has held multiple field-facing positions at Northwestern Mutual, including CRC Director, Assistant Director of Network Office Supervision, and Technology Productivity Consultant. Brian currently holds the FINRA Series 7, 66, 9, and 10 licenses. Before coming to Northwestern Mutual, Brian was an Investment Consultant with Scottrade as well as a personal banker with Chase Bank. He has spent more than a decade educating clients how to achieve their financial goals and create stable financial futures. Brian holds a bachelor's degree in Economics and a Master's Degree in Business Administration.