NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY - Key Persons


Aaron Thill

Job Titles:
  • Portfolio Manager, Private Client Services

Abigail Elliott

Job Titles:
  • Client Experience Manager
Abigail joined Four Anchors Wealth Management in January 2023 and serves as the Client Experience Manager. Before that, she was a Financial Representative with Northwestern Mutual in 2022. Her father was always passionate about finances and provided his family a beautiful life by working hard and saving. At a young age, Abby developed a passion for all things finances because of him and felt that she was meant to be in the industry. "I love getting to know clients on a deeper, personal level. I feel that in this profession we have much more than just a client/advisor relationship. Our clients have trust in our entire team, and I love being a part of that. Knowing that we are helping them in their present day, their future, and potentially generations after is a very fulfilling feeling."

Aditi Javeri Gokhale

Job Titles:
  • Member of the Senior Leadership Team
  • Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments

Alejandro (Alex) Esquivel

Job Titles:
  • Portfolio Management Specialist, Private Client Services

Bonnie Tomczak

Job Titles:
  • Vice President, Investment Products, President, Mason Street Advisors

Brady Dakota Hawkes

Job Titles:
  • Investment Services Manager
Brady joined Four Anchors Wealth Management in the Summer of 2023. Brady assists the firm investment protocols with investment strategies and market analysis. Brady brings over 4 years of industry experience from his prior role as a Portfolio Manager at Larson Financial Group.

Christopher Moser

Job Titles:
  • Investment Consultant

Craig Kasap

Job Titles:
  • Member of the Fixed Income Team

Dan Amiri

Job Titles:
  • Senior Research & Portfolio Analyst, NMWMC Research

Daniel Baumgart

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Daniel J. Adams

Job Titles:
  • Member of the Private Client Services Team
  • Senior Portfolio Manager, Private Client Services

David Andrzejewski

Job Titles:
  • Member of the Private Client Services Team
  • Senior Director / Portfolio Manager, Private Client Services

Douglas H. Peck

Job Titles:
  • Member of the Private Client Services Team
  • Senior Portfolio Manager, Private Client Services

Erin R Rodewald

Job Titles:
  • Financial Planning Analyst
Erin joined Four Anchors Wealth Management in January 2021 to facilitate planning services. Her focus is aiding clients in developing their financial plan. Prior to working within Four Anchors Wealth Management, Erin worked on Gus Klaus' team and has 5 years of industry experience.

Erjola Borici

Job Titles:
  • Portfolio Management Specialist, Private Client Services

Garrett D. Aird

Job Titles:
  • Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors

Gus Klaus

Job Titles:
  • Co - Founder and Wealth Management Advisor
  • Professional
Gus Klaus began his career with Northwestern Mutual in 2014 and continues to serve his clients every day. He enjoys getting to know his clients and helping them create unique financial plans to reach goals specific to them. Gus has earned the CERTIFIED FINANCIAL PLANNER™ designation. Gus Klaus has also received a number of industry awards throughout his career with Northwestern Mutual. In 2017, Gus qualified as a Million Dollar Round Table Member. Million Dollar Round Table is The Premier Association of Financial Professionals®. He has qualified every year since. Gus holds a B.S. in Finance from Southeast Missouri State University. In his spare time, he enjoys golfing, traveling, and spending time with family and friends. Brayton August Klaus, Scott S Niekamp, Brady Dakota Hawkes, John C Moresi, DiMinda M Ottiger, Erin Rachelle Rodewald and Leanne N Zamora use Four Anchors Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Four Anchors Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Brayton August Klaus, Scott S Niekamp, Brady Dakota Hawkes, John C Moresi, DiMinda M Ottiger, Erin Rachelle Rodewald and Leanne N Zamora provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Brayton August Klaus, Scott S Niekamp, John C Moresi and DiMinda M Ottiger are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Brayton August Klaus, Scott S Niekamp, Brady Dakota Hawkes, John C Moresi, DiMinda M Ottiger, Erin Rachelle Rodewald and Leanne N Zamora provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Brayton August Klaus, Scott S Niekamp, Brady Dakota Hawkes, John C Moresi, DiMinda M Ottiger, Erin Rachelle Rodewald and Leanne N Zamora are Insurance Agents of NM.

Jack Gorski

Job Titles:
  • Portfolio Manager, Equities

Jarodd White

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Jeffery S. Nelson

Job Titles:
  • Senior Director / Senior Portfolio Manager, Equities

Jenna Koenings

Job Titles:
  • Associate Portfolio Manager, Fixed Income

Jennifer Austin

Job Titles:
  • Director of Client Services
Jenny joined Four Anchors Wealth Management in January 2021 to serve as the Director of Client Services. Her focus is providing excellent client service along with building and maintaining client relationships. Jenny has 6 years of industry experience and she joined Northwestern Mutual in 2015.

Jennifer Stell

Job Titles:
  • Senior Investment Consultant Advisor Recruiting

Jim Murray

Job Titles:
  • Senior Research Analyst, NMWMC Research

John C Moresi

Job Titles:
  • Director of Portfolio Research and Advisory
John joined Four Anchors Wealth Management in the Fall of 2022. John helps to manage the firm investment strategy and brings over 6 years of industry experience from his prior role as a Portfolio Manager at Larson Financial Group. John provides excellent service to our clients and assisting the team in the portfolio research and trading of investment advisory accounts.

John E. (Jeb) Bentley

Job Titles:
  • Member of the Senior Leadership Team

Karissa Zanoni

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Katie Wood

Job Titles:
  • Senior Investment Consultant

Keith Dickerson

Job Titles:
  • Senior Investment Research Analyst, NMWMC Research

Leanne N. Zamora

Job Titles:
  • Director of Investments and Operations
Leanne joined Four Anchors Wealth Management in 2016 from a Northwestern Mutual office in Chicago. Leanne helps manage the investment operations and brings over 15 years of industry experience, including a few years at the Northwestern Mutual home office in Milwaukee, WI. Leanne provides excellent service to our clients and assisting the team in the preparation and processing of paperwork and processing investment transactions.

Leslie R Hefferon

Job Titles:
  • Planning Assistant
Leslie joined Four Anchors Wealth Management in 2020 to assist in planning services. Her focus is aiding clients in developing their financial plan and reviewing their plan over their lifetime. Leslie brings over 14 years of experience, including 10 years as a Financial Representative at Northwestern Mutual where she was mentored by Scott Niekamp. She took a two-year hiatus in 2018 to be a mom and run a small business.

MacKenzie Schill

Job Titles:
  • Portfolio Manager Specialist, Fixed Income

Marisol Garcia

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Matt Sobocinski

Job Titles:
  • Portfolio Manager, Private Client Services

Matthew D. Wilbur

Job Titles:
  • Member of the NMWMC Investment Consultant Team
  • Senior Director, Advisory Investments

Michael A. Helmuth

Job Titles:
  • Member of the Fixed Income Team
  • Chief Portfolio Manager, Fixed Income

Mindy M. Ottiger M.

Job Titles:
  • Chief Operating Officer and Associate Wealth Management Advisor
Mindy joined Four Anchors Wealth Management in April 2015 and serves as the Chief Operations and Marketing Officer. Her focus is building and managing the most efficient, successful financial services firm that maintains our valuable client relationships. In working with our firm, we will aspire to make their goals become realities during our planning process. Prior to working as a team member within the practice, Marcia Niekamp was one of Mindy's mentors when she started as a Financial Representative with Northwestern Mutual in 2001. She took a two-year hiatus in 2008 to be a mom and help with her husband's family business and then returned to serve on other Wealth Management Advisors' teams. "I feel most satisfied seeing the difference a client has made personally, professionally, and financially in their lives, their communities, and future generations because of the service and accountability we provide." Mindy graduated from Webster University in Saint Louis, Missouri with a Bachelor of Arts in Advertising and Marketing Communications and a Master of Arts in Marketing. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Advisor for Senior Living (CASL®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations and holds her Series 6, 63, and 7 along with her life and health insurance licenses. Mindy is married to Nick, and they have two sons and a daughter. Mindy is also active with the tree business and the "Uber" to her kids' lacrosse practices/games and dance classes/competition. In addition to spending time with family and friends, she enjoys running, trivia, the outdoors, and traveling.

Nicholas Creech

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Peter J. Sauer

Job Titles:
  • Senior Investment Research Analyst, NMWMC Research

Scott S Niekamp - CEO, Founder

Job Titles:
  • CEO
  • Co - Founder
Scott Niekamp began his career with Northwestern Mutual in 2004 through the influence and support of his wife, Marcia, who was also a Financial Representative. Scott finds great satisfaction in getting to know each of his clients and helping them identify and reach their personal and professional financial goals. Scott has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. Scott has also received a number of industry awards throughout his career with Northwestern Mutual including: In 2006, Scott qualified as a Northwestern Mutual Forum member for the first time, which recognizes the highest level of productivity and excellence within Northwestern Mutual. He has qualified every year since.

Shayla Martin

Job Titles:
  • Member of the Large Cap Equity Team
  • Associate Portfolio Manager, Equities

Stefanie Cheske

Job Titles:
  • Portfolio Manager, Private Client Services

Steven M. Bruce

Job Titles:
  • Member of the NMWMC Investment Consultant Team

Tony Desrochers

Job Titles:
  • Research Specialist, NMWMC Research

Zach Freudenberg

Job Titles:
  • Associate Portfolio Manager, Private Client Services