JOHN ROLAND - Key Persons
Job Titles:
- Associate Wealth Management Advisor
Background and Expertise Becky joined Beyond Financial Advisors in 2019 after working in the financial services industry at various firms. Along the way, she took a break from the office and worked as a television news reporter in Green Bay, Wisconsin and Mason City, Iowa. Regardless of profession or location, Becky has always enjoyed meeting people from various walks of life. She uses her communication skills along with the experience she gained during more than 17 years in wealth management to listen to clients and help them reach their financial goals. "I know our clients will have a positive experience interacting with any member of our team. Financial planning can be emotional and complex, we approach each task with sensitivity and respect." Personal Becky lives near downtown Chicago and enjoys cycling, as well as taking in the live music and professional sporting events the city offers. While she is a Bears fan by birth, she has come to appreciate the Green Bay Packers after living in America's Dairyland. She also spends time volunteering and mentoring with organizations focused on education and community. Education / Certifications FINRA Series 6, 7, 63, and 65 licensed Illinois life insurance licensed Long term care insurance licensed Bachelor's degree from Columbia College Chicago
Job Titles:
- Investment Operations Associate
Background and Expertise Brian joined Beyond Financial Advisors in 2023. Prior to joining the investment team Brian worked at two investment firms. His education and experience make Brian a great fit to keep the team's day to day tasks moving forward. "I enjoy supporting my teammates and helping clients turn their dreams in to reality." Personal Brian grew up in Cincinnati and graduated from the Farmer School of Business at Miami University. He now lives in the Chicago area and enjoys attending Chicago Fire soccer games. His spare time also allows him to hike and play videogames. Education / Certifications FINRA Series 7 and 66 registrations Bachelor's Degree from Farmer School of Business at Miami University
Background and Expertise Brooke worked in education, hospitality, and compliance before joining Northwestern Mutual in 2019. Whether it's connecting clients to the right person on the team, brainstorming ideas as part of the marketing committee, or creating a system or database, Brooke is highly engaged - a Beyond Financial Advisors core value. "I love being a point of contact for clients. I feel very fortunate to work with such a great team as a whole, and truly appreciate such passionate partners." Personal Brooke is always up for taking in the outdoors. That might be playing in her softball league, having fun on ATV's with her partner, relaxing by a bonfire or savoring some fresh air on a walk. She also volunteers with the National Animal Welfare Society; fundraising and spending time with animals in need. Education / Certifications Illinois life, accident, health and variable insurance licensed Bachelor's degree from Governor's State University
Job Titles:
- Associate Financial Representative
Background and Expertise Christina has been part of the Northwestern Mutual family for nearly a decade. She started her career as an associate financial representative to Marc Rosenberg and Matt Ward. She now focuses her time and attention on helping clients establish and fund investment accounts, showcasing her attention to detail and pleasant demeanor. "I love being part of our clients' journey to achieving their financial goals and dreams." Personal Christina and her husband enjoy city living in Chicago's Lincoln Park neighborhood. When they are not walking along the lakefront with their sweet golden retriever, Molly, you can find them checking out live music or venturing to different neighborhoods to check out new restaurants. She also enjoys trips back to her hometown in Ohio to spend time with family and friends. Education / Certifications Bachelor's degree from Miami University of Ohio Illinois life and health insurance licensed
Job Titles:
- Director of Insurance Operations and Services
Background and Expertise Colleen started her Northwestern Mutual journey as Director of Recruitment in 2010. Since then, she's worked in various roles within the NM family. She joined Beyond Financial Advisors in 2015 and serves as Director of Insurance Operations and Services. She and her team see the underwriting process through from start to finish, maintaining open communication with clients along the way. Though establishing insurance coverage can be tedious at times, Colleen knows the benefits exceed the effort. "I have witnessed firsthand how insurance can take away financial worries for families during times of grief or illness." Personal Colleen grew up in Central Illinois. She currently calls Chicago's Western suburbs home with her husband and two energetic sons. There is rarely a dull moment in the Castro household! When she does get a moment of downtime, Colleen enjoys reading historical fiction. She is an extrovert's extrovert and appreciates sharing a meal with family and friends, spending time at the beach, and taking in live music of various genres. Education/Certifications Bachelor's degree from Illinois State University Illinois life and health insurance licensed Long term care insurance licensed
Job Titles:
- Director of Human Resources
Background and Expertise Deanna was welcomed to the Beyond Financial Advisors team in 2021 as Director of Human Resources. With 20 years of office management and human resources experience, Deanna keeps the team running smoothly. Exemplifying our team value of continuous growth and development. She is a "people person" and takes joy in seeing others excel. "I love assisting teammates reach their personal growth and development goals. We have a tight-knit work family; and we would do anything to help each other both personally and professionally." Personal Deanna makes her home in the suburbs of Chicago with her big, beautiful, blended family of eight (eleven if you include the dogs!). If she's not spending her time enjoying the great outdoors or traveling, you can find her volunteering. Education / Certifications Human Resources Management Certification, College of DuPage Professional in Human Resources, HR Certification Institute
Job Titles:
- Insurance Operations Associate
Background and Expertise Georgia joined the financial services industry in 2018 and has nearly four years of experience with Northwestern Mutual. In that time, Georgia has acquired extensive knowledge of the ins and outs of insurance underwriting and applications. Her inquisitive nature lends itself well to finding solutions for clients and exploring what's possible. Georgia enjoys interacting with clients as well as teammates. "I love being able to talk to our clients and assure them there is a strong, educated, and dedicated team here for them." Personal Georgia is originally from upstate New York. She spent some time in Chicago, and recently moved to Colorado with her partner Ethan. The newlyweds are adjusting to life among the mountains. On the weekends, you can find them hiking with their dog Buddy. Education / Certifications Life and health insurance licensed FINRA Series 6 & 63 licensed
Job Titles:
- Director of Investment Operations
Jacob Roland has more than a decade of financial services experience. He joined his brother John at Northwestern Mutual in 2011. Jake is highly credentialed and serves as Director of Investment Operations. Jake continuously monitors the markets and client accounts, ensuring we are fulfilling our promise and obligation to act in our clients' best interests.
"I love my role as I am privileged to use my skills of analysis, problem solving, and workflow management to directly impact the families of clients we serve."
Personal
Jake enjoys spending time with his wife and their two young sons. You can often find them camping, hiking, playing sports, fishing, or grilling. If you run into Jake on the weekend, you may be lucky enough to sample his home brew or grill creations. He and his family also enjoy the community of their church.
Education / Certifications
Background and Expertise Jordan shifted her professional endeavors from music education to financial planning when she joined Beyond Financial Advisors. Jordan is John Roland's executive assistant. She is the friendly face and voice who connects people to the right member of the team. "I love being the point of contact for our clients. I get to interact with wonderful people and assist them in any way possible." Personal Though she no longer spends her days in a classroom, Jordan still enjoys spending time with children, especially her adorable niece. She also has a soft spot for canines of any kind and is happy to spend free time outdoors. If she's near a body of water, it's even better. Education / Certifications Bachelor's degree from Millikin University
Job Titles:
- Financial Planning Analyst
Justin brings a strong business education and Northwestern Mutual Background to Beyond Financial Advisors. Since he was in high school, Justin knew he wanted to pursue a career in the financial world. He enjoys being part of financial analysis and eagerly approaches complex planning.
"I am grateful for the opportunity to utilize my education and skillset to provide world-class service to our clients."
Personal
Justin was born and raised on the Northwest side of Chicago. He lives in the city and enjoys spending time with friends. He attended college at Benedictine University, where he was a pitcher on the baseball team. Justin shares his pitching expertise with young athletes; he is a pitching coach for a local baseball club.
Education / Certifications
Bachelor's Degree from Benedictine University
Master's of Business Administration from Benedictine University
Job Titles:
- Partner and Private Wealth Advisor
Kevin Willoughby started his career with a Northwestern Mutual internship and has been helping clients ever since. Over the years he has built a business focused on retirement distribution planning. Kevin specializes in piecing together various facets of retirement, allowing people to truly enjoy that phase of life. Kevin holds multiple professional designations and enjoys getting to know clients and learning about their goals. He thrives in the positive work environment within the Beyond Financial Advisors team and the greater Northwestern Mutual family.
Personal
Kevin established his career in Chicago and now makes his home north of Atlanta, Georgia with his wife and stepson. He also has three adult daughters and a granddaughter. When he's not spending time with his family, you might find Kevin on the tennis court.
Job Titles:
- Partner and Private Wealth Advisor
Marc Rosenberg began his professional career with Northwestern Mutual in March 2010. Prior to joining the financial planning firm, Marc was an Account Executive at AT&T working with Fortune 500 clients. Marc realized his passion was in finance and not technology. He wanted to find a place where he could work with individuals rather than large corporations. Marc knew he valued a work environment where his entrepreneurial spirit was encouraged, had a great reputation, and a solid training program.
Marc enjoys working with young professionals and families implementing valuable financial planning strategies. He focuses on insurance and investments. Marc goes beyond by connecting clients with other professionals who can help with broader planning needs such as real estate, accounting, tax planning, and estate planning.
Personal
Marc grew up in Cleveland, Ohio and moved to Chicago shortly after graduating from Miami University-Oxford in 2005. He lives in Highland Park, Illinois with his wife, Rosie, and their two children, Mason and Piper. Marc is an avid sports fan and enjoys rooting for his hometown favorites - the Browns, Cavs, and Guardians. However, he has become a Cubs and Blackhawks supporter since putting down roots in Chicago. Above all else, Marc enjoys dedicating his free time to friends, family, and being a father.
Job Titles:
- Partner and Private Wealth Advisor
Matt Ward grew up in the suburbs of Washington, DC and graduated from The University of Virginia's McIntire School of Commerce. While at UVA Matt was a member of the Varsity Lacrosse team where he was a two-time National Champion, a Scholastic All American and recipient of The Tewaaraton Award given to the most outstanding player in college lacrosse.
Matt began his career at Northwestern Mutual in 2013 with a goal of helping clients manage the certainty of their future through solid financial planning. He has built a national practice working with former college athletes, individuals graduating from top ten business schools, and people in finance. Matt's natural curiosity, combined with his leadership, discipline, and approachable nature allow him to go beyond a standard financial plan. His innovative thinking leads clients to a lifetime of financial security and stability.
Personal
Matt currently resides in Winnetka, Illinois with his wife Caitlin. They have three amazing children, Ryder, Emerson, and McClain. Matt is an avid golfer and enjoys spending time on the golf course with friends and clients. He also plays racquet sports. During the college lacrosse season, you can watch Matt on ESPN offering commentary.
Background and Expertise Michelle has been part of the Northwestern Mutual family for nearly two decades, all of it while supporting Kevin Willoughby. Michelle uses her experience and organizational skills to keep Beyond Financial Advisors running smoothly. She ensures all team members are working together and heading in the same direction to provide the best outcome for clients. "Our number one focus is seeing clients reach their goals. Every member of our team is here to make sure that happens efficiently, and with the same care we would show to our own family members." Personal Michelle lives in South Central Wisconsin with her husband, two daughters, and old English sheepdog. Every day is an adventure with that crew! Michelle loves being a mother and spending time with family. When she's not busy with home and work, she regularly plays soccer - something she has done her entire life. Education / Certifications FINRA Series 7, Series 6 & Series 63 licensed Life Accident & Health licensed Bachelor's Degree from the University of Wisconsin - Stevens Point
Job Titles:
- Investment Operations Associate
Background and Expertise Natalie has been part of Beyond Financial Advisors for five years. She brings experience at two financial firms and patience to navigate the complex world of investments and the voluminous paperwork that often accompanies highly regulated products. "I love the trust I build with clients through transforming the convoluted into coherent. I think it takes away the fear of the unknown, and I enjoy creating that experience for clients." Personal Natalie's sense of humor keeps teammates on their toes and smiling. Natalie lives near Chicago but enjoys getting out into nature any time she can. Natalie's favorite things to do include peaceful hikes in the Western US, any water sport on a coast or the Great Lakes, and spending time with friends. Education / Certifications Illinois life, accident, health and variable insurance licensed FINRA Series 7 and 63 licensed Bachelor's degree from University of Southern Indiana
Job Titles:
- Financial Planning Analyst
Background and Expertise Quintin joined the Beyond planning team in the Summer of 2023. Quintin brings a thirst for knowledge as well as sales and management experience to the team. Quintin applies his skills to the in-depth planning Beyond clients expect. "I love working to develop plans that are robust, actionable, and readable for our clients." Personal Quintin lives in downtown Chicago and enjoys taking in the live music the city has to offer. He spends most of his time with his fiancé Hannah, his brothers and their wives, and of course his Portuguese Water Dog. He also volunteers at a local church most weekends. Education / Certifications Bachelor's degree from Miami University in Classical Humanities