Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Staff

Andres Baltazar takes customer service very seriously. So does his team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

Thomas G Mc Breen, CLU, CFP®
Wealth Management Advisor
(847) 663-7059		 Thomas McBreen
Adam J Neubauer
Wealth Management Advisor
(847) 663-7036		 Adam Neubauer
Ryan B Edlefsen, CLU
Financial Representative
(847) 663-7146		 Ryan Edlefsen
Joshua Lerner, CLU
Financial Advisor
(847) 663-7086		 Joshua Lerner

The Staff

 

  

Helene B Rhodes
Manager of Finance and Administration
helene.rhodes@nmfn.com
(847) 663-7060

Helene has been with the team since 2001. She has a Master of Arts in Public Policy and Administration from the University of Wisconsin - Madison, and recently became an Associate Financial Representative who is securities licensed. She brings with her a background in small business ownership and education. Her strength is working consistently to keep the lines of communication open, and helping you with any issues having to do with your insurance or investments. In addition, she serves as our Operations Manager making sure your questions, concerns, and service requests are taken care of with professionalism and courtesy.

 Helene B Rhodes

 

Rumelia F Lodhia
Associate Financial Representative
rumelia.lodhia@nmfn.com
(847) 663-7062

Operations Assistant

Rumelia joined the team in early 2004. She obtained her MBA in Finance earlier in her career, from Loyola University in Chicago. She now handles much of the administrative responsibilities in the office relating to case preparation and marketing. In addition, Rumelia is indispensable in assisting with many of the service related issues you bring to the office.

 Rumelia F Lodhia
Tracy J Swafford
Financial Representative Assistant
tracy.swafford@nmfn.com
(847) 663-7048

Director of Client Relations & Marketing

Tracy joined us in March, 2007.  She graduated from the University of Arizona with a Bachelor of Science in Retail and Consumer Studies. Tracy has a high level of interest in customer service with over 12 years of experience in the industry.  Her goals include being a critical part of the team that makes your experience with Northwestern Mutual Financial Network the very best.

 Tracy J Swafford
Kathryn Grace Peterson
Associate Financial Representative
kathryn.peterson@nmfn.com
847-663-7766

Investment Operations

Kathryn “Katie” Peterson, joined us in 2008 as a vital resource to our Investment Operations Department.  She brings a background of financial acumen and understanding to her position. She has previously served as a Financial Representative with Northwestern Mutual. Katie completed her studies at Northeastern with a BA in Sociology and a minor in Mathematics. She is able to answer a multitude of questions surrounding your accounts and can assist you with many of the transactions you may need.

 Kathryn Grace Peterson