Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 David Shuley

David Shuley, CFP®, CLU®

Financial Advisor
david.shuley@nm.com

My Networks: LinkedIn Facebook

 
 David M Schimberg

David M Schimberg

Financial Advisor
david.schimberg@nm.com

My Networks: LinkedIn Facebook Twitter

David graduated from the University of Michigan with a Bachelor of Science degree in political science and a minor in art history. He began his career with Northwestern Mutual in 1996 after being introduced to the company by Rob Hertzel, a fellow Financial Representative. Prior to Northwestern Mutual, David was a service manager for Cintas. It was the opportunity to work for himself, without the financial limitations of other businesses, that compelled him to make the switch.

David's focus has been the business and estate analysis markets.

He is a founding member of the Crohn's and Colitis Federation, and a member of the UJC-Young Leadership Cabinet. He is also a member of the Ridge Country Club.

David is a native of Cincinnati and lives with his wife, Stacey, and two children, Adam and Carly. In his spare time, David is an avid Michigan fan, loves to golf and travel especially golf and ski trips.

 
 J. Jay Kersey

J. Jay Kersey, CFP®, AEP®, CFS

Financial Advisor
john.kersey@nm.com

Jay attended Wright State University and was an independent financial planner for 16 years before joining Northwestern Mutual in 2001. Jay services as the Annuity Specialist for the network office.

Jay is active in his community. His commitments include being on the board of the Cincinnati Hills Christian Academy. This organization meets the spiritual, physical and educational needs of orphans and individuals in Monterrey, Mexico. Jay's contributions include volunteering time, trips to Monterrey, Mexico and financial contributions through Back2Back Ministries. Jay is also a board member and volunteer for the Vineyard Community Church. He also supports various events with Underground Zone Ministries, Christian Benevolent Association/Foundation for the aging and Athletes in Action (AIA).

Jay, his wife, Lynne , and two children, Katlyn and Kurt live in Lebanon. He enjoys spending time with his family and participating in service opportunities.

 
 Ben Beshear

Ben Beshear, CFP®, CLTC, AWMA®

Managing Director
ben.beshear@nm.com

My Networks: LinkedIn Facebook

Ben is a Wealth Management Advisor with Northwestern Mutual. The mission of the Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

Ben understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.

He works with clients to:

Gain a clear understanding of investment goals.
Identify solutions to meet a client's needs.
Create a comprehensive plan designed to achieve a client's goals.
Monitor the client's plan and make adjustments as needs change.
A comprehensive process helps people identify their financial objectives, prioritize these objectives, and establish a systematic means to help ensure that they are achieved. The finished product includes a personalized plan that summarizes financial goals and a series of recommendations to help make a plan a reality.

Ben can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.

 
 Adam Michael Day

Adam Michael Day, CFP®, CLU®, RICP®

Wealth Management Advisor
adam.m.day@nm.com

My Networks: LinkedIn Facebook

 
 Andrew J Scarpitti

Andrew J Scarpitti, CFP®

Wealth Management Advisor
andy.scarpitti@nm.com

My Networks: LinkedIn

 
 Andrew J. Tudor

Andrew J. Tudor

Financial Advisor
andrew.tudor@nm.com

My Networks: LinkedIn Facebook

 
 Benjamin C Roelle

Benjamin C Roelle

Financial Representative
ben.roelle@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Brad Weeks

Brad Weeks, CFP®, ChFC®, CLU®

Wealth Management Advisor
brad.weeks@nm.com

My Networks: LinkedIn

Brad Weeks CFP®,Wealth Management Advisor has been with Northwestern Mutual since 2006.  He received his B.A in Finance and MIS from Miami University where he was also team captain of the intercollegiate wrestling team.  Brad has been a member of the Cincinnati Chamber of Commerce’s C-Change, the Young Professional's Kitchen Cabinet, and participated in Business on Board through ArtsWave.  He is married to Holly with two children, Jonathan and Diana.  He loves spending time with his family and he stays active chasing after his kids on hikes and through Cincinnati’s parks.

 
 C Daniel Payne

C Daniel Payne, CLU®, ChFC®, CASL®

Financial Advisor
charles.payne@nm.com

My Networks: LinkedIn

Dan is originally from Birmingham, Michigan.  He graduated from Xavier University, Cincinnati Ohio with a Bachelor of Arts degree in Finance.  He began his Northwestern Mutual career in 1982.

Dan earned the Certified Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®) designations from The American College.  Dan's areas of expertise include Business Needs Analysis, Personal Needs Analysis, Retirement Solutions, Asset and Income Protection and Long Term Care Insurance.

Dan and his wife, Pam, enjoy their three children, Beth, Kathy and Mike along with their families which include grandchildren Ben, Lewis, Joe, Celia and Dan.

Dan is currently on the Board of The Athenaeum of Ohio and the Planned Giving Committee at the Immaculate Heart of Mary.  He is a volunteer reader at the Cincinnati Association for the Blind and Visually Impaired.  Among Dan's interests are golf, gardening, exercise and Bridge.

 
 Chris Plummer

Chris Plummer, CFP®, CLU®, ChFC®, CLTC, CASL®

Financial Advisor
pc.plummer@nm.com

My Networks: LinkedIn Twitter

Chris graduated from Ball State University in 1980 with a B.S. in business administration and was a member of Sigma Chi fraternity. He began his career with Northwestern Mutual - Cincinnati in 1987 after being introduced to the company by Mark Maloof, a Financial Representative in Indianapolis. Prior to coming to Northwestern Mutual, Chris was a national accounts representative with Mentholatum.

Chris focuses his business on personal and business analysis, employee benefits and investment analysis.

Chris, his wife, Janice, and 2 children attend Montgomery Community Church and are members of the Oasis Golf Club and Five Seasons Country Club. His community involvement includes volunteering for Cincinnati Hills, Athletes in Action and Citizens for Community Values. His personal interests include golf, tennis and bicycling.

 
 Christian Charles Salzmann

Christian Charles Salzmann

Financial Representative
christian.salzmann@nm.com

 
 Daniel T Walker Jr

Daniel T Walker Jr, CLU®, ChFC®, MBA

Financial Representative
daniel.walker.jr@nm.com

Dan graduated from the University of Illinois with a BS in Economics, and then obtained an MBA in Marketing from the University of Cincinnati. Dan joined Northwestern Mutual in the September of 1969 after being introduced to the company by Roe Walker, his uncle and former managing partner. Prior coming to Northwestern Mutual, Dan in sales with the Mead Corporation.

Dan is married to Ginnie and they have three children, Jenny, Shawn and Michael, plus two very lovely granddaughters, Mallory and Jordon. Dan and Ginny have recently bought a home in Arizona and enjoy spending time there. Dan is a member of the Hyde Park Country Club and the Cincinnati Country Club where he loves to golf when not working.

 
 David A Short

David A Short

Employee Benefit Specialist
david.short@nm.com

 
 Devin Kelly

Devin Kelly

Financial Representative
devin.a.kelly@nm.com

My Networks: LinkedIn Facebook

 
 Douglas E Corn

Douglas E Corn, CLU®

Financial Representative
doug.corn@nm.com

My Networks: LinkedIn

Doug graduated from the University of Tennessee, Knoxville in 1982 with a Bachelor of Arts Degree.  He played tennis for the University and after graduating, played on the professional tennis circuit for two years.  Doug has been a Northwestern Mutual Financial Representative since 1987.  His area of expertise is working with professionals and closely held corporations in the areas of estate, life and disability planning. 

Doug was raised in Cincinnati, Ohio and currently resides there with his wife, Ronda, and three daughters.  He is involved in various community activities, serving on the board of BLOC Ministries.

In his spare time, Doug enjoys playing tennis, as well as traveling, hiking and boating with his family.

 
 Dustin Michael Parks

Dustin Michael Parks

Financial Representative
dustin.parks@nm.com

 
 Eric A Magone

Eric A Magone

Financial Representative
eric.magone@nm.com

My Networks: LinkedIn

 
 Erik Michael Stephens

Erik Michael Stephens

Financial Representative
erik.m.stephens@nm.com

My Networks: LinkedIn Facebook

 
 Fadi Alhammuri

Fadi Alhammuri

Financial Representative
fadi.alhammuri@nm.com

My Networks: LinkedIn Facebook

 
 Geoff Stevens

Geoff Stevens, MBA, CFP®

Financial Representative
geoff.stevens@nm.com

My Networks: Facebook

 
 Henry Walter Bialczak

Henry Walter Bialczak

Financial Representative
hank.bialczak@nm.com

 
 Jack L Owens

Jack L Owens, CLU®

Financial Representative
jack.owens@nm.com

 
 James H Daffin

James H Daffin, CFP®, CLU®, ChFC®, CASL®, RICP®

Financial Advisor
jim.daffin@nm.com

My Networks: LinkedIn Facebook Twitter

Jim graduated from Miami University in 2008 with a BA in Psychology and a minor in Management.  He joined Northwestern Mutual in 2008 after being introduced to the company by Doug Corn and Dan Walker. 

Jim is a member of the Western Economic Council and volunteers at DePaul Cristo Rey High School and Elder High School. 

Jim is engaged to be married in October, 2013 to his fiancée Emily and resides in Western Hills.  In his spare time, he enjoys spending time with his family and friends and attending sporting events as well as playing golf.

 
 Jay Kleinhenz

Jay Kleinhenz

Financial Representative
jay.kleinhenz@nm.com

 
 Jeffrey J Gayonski

Jeffrey J Gayonski

Managing Director
jeffrey.gayonski@nm.com

My Networks: LinkedIn

 
 Jeffrey J Gossard

Jeffrey J Gossard, CFP®, ChFC®, RICP®, CLU®, CASL®

Financial Advisor
jeffrey.gossard@nm.com

My Networks: LinkedIn

Jeff graduated from the University of Cincinnati in 1975 with a degree in Broadcasting and in 1986, he obtained a Masters in business administration (MBA). Prior to Northwestern Mutual, Jeff had worked as a production engineer for various TV channels, and managed a construction company. He made the change to Northwestern Mutual because having been a policyholder, he believed in the company, and saw many exciting opportunities in the financial services industry.

Jeff is the Long Term Care specialist, and helps people with retirement solutions and funding, estate analysis, executive benefits and business succession analysis. Jeff has obtained the Chartered Life Underwriter (CLU®), the Chartered Financial Consultant (ChFC®) and the Chartered Advisor for Senior Living (CASL) designations.

Jeff is the co-chair of the Cedar Village Golf Outing Fundraiser. He and his wife, Robin, live in Hyde Park and they like to travel, garden, read and play bad golf.

 
 Jeffrey W Rich

Jeffrey W Rich, ChFC®, CLU®

Business & Estate Planning Specialist
jeff.rich@nm.com

My Networks: LinkedIn

Jeff Rich is originally from Wilmington, Vermont and graduated from Miami University. He joined John Hancock as a financial representative in 1979. Jeff was introduced to Northwestern Mutual - Cincinnati by Pat Kern and joined the office in 1981.

In 2003 Jeff earned his CLU® from The American College. He has also been a member of Million Dollar Round Table (1988, 1990-1991, 1993-1997,1999, 2001-2013) and a member of Northwestern Mutual's top Producer group - Forum Qualifier for six years (2001, 2003-2005, 2007-2008). Jeff was recognized as a Top 10 producer in the Central Region for Northwestern Mutual in 2003 and 2007.

Jeff has lectured to the Cincinnati Bar Association, CFO Council and Executive Benefit School of Northwestern Mutual.

Jeff is married to Joyce and they have two sons: Morgan and Devon. In his spare time, Jeff likes to write music and play the piano, as well as to golf.

 
 John Doncaster

John Doncaster, CFP®

Financial Representative
john.doncaster@nm.com

My Networks: LinkedIn

 
 Josh Allen Ahart

Josh Allen Ahart

Financial Representative
josh.ahart@nm.com

My Networks: LinkedIn Facebook

 
 Josh Keeling

Josh Keeling

Financial Representative
josh.keeling@nm.com

My Networks: Facebook

 
 Joshua Wotawa

Joshua Wotawa

Financial Representative
joshua.wotawa@nm.com

My Networks: LinkedIn Facebook

 
 Justin Michael Carolin

Justin Michael Carolin

Financial Representative
justin.m.carolin@nm.com

My Networks: LinkedIn

 
 Keith R Ruehlmann

Keith R Ruehlmann

Financial Representative
keith.ruehlmann@nm.com

 
 Ken Vance Wilson Sr

Ken Vance Wilson Sr

Financial Representative
ken.wilson@nm.com

 
 Kristen Ann Swank

Kristen Ann Swank

Financial Representative
kristen.swank@nm.com

My Networks: LinkedIn Facebook

 
 Mark C Franke

Mark C Franke, CLU®

Financial Representative
mark.franke@nm.com

 
 Mark S Klein

Mark S Klein, CFP®, MBA, CLTC®

Financial Advisor
mark.klein@nm.com

My Networks: LinkedIn

Mark Klein graduated from the University of Michigan with honors in 1983 with a B.A. in Organizational Theory and Business. In 1986 he earned a Masters in Business Administration (MBA) from the Indiana University Graduate School of Business. Mark joined Northwestern Mutual - Cincinnati after being introduced to the company by his uncle, Jerry Klein, who has been a Northwestern Mutual Financial Representative for over 50 years. Jerry and Mark are now business associates.

 
 Marty Walker Geiger

Marty Walker Geiger

Financial Representative
marty.geiger@nm.com

My Networks: LinkedIn

 
 Matt Johnson

Matt Johnson, CFP®

Financial Representative
matt.a.johnson@nm.com

My Networks: LinkedIn

 
 Patrick C Kern

Patrick C Kern, RHU®

Employee Benefit Specialist
pat.kern@nm.com

Pat graduated from St. Xavier High School and Xavier University with a degree in economics. He became a Financial Representative in 1972 and President of Strategic Employee Benefit Services of Cincinnati, Inc. in 1983.

Pat is knowledgeable in consulting employers on their benefits, negotiating with carriers and the sale and service of employee benefits. Pat is securities licensed and completed his RHU® designation in 1999.

In his spare time, Pat loves to play golf, snow ski and travel, especially to his second home in Marco Island, FL. He is a member of the Wetherington Country Club.

Pat is married to Linnie Kern and has three children, Robbie, Danny and Stephanie. In addition, Pat and Linnie just had their first grandchild, Lillian Claire.

 
 Raymond Baker

Raymond Baker

Financial Advisor
ray.baker@nm.com

Mr. Baker is in his fourth decade of experience, now offering trust services and wealth preservation strategies as a representative of Wealth Management Company.   Prior to joining Northwestern Mutual in 1992, Ray was associated with Shearson Lehman Brothers as a Financial Consultant and Qualified Plan Coordinator with the Private Client Group.  He has completed studies in Pension Fund and Money Management at the Wharton School of the University of Pennsylvania, he hold a Masters of Business Administration from The Ohio State University and his Bachelor of Science degree from Colorado State University.

As a Wealth Management Advisor, he services trust accounts, discretionary management accounts as well as typical brokerage accounts. 

 
 Richard S Reesey

Richard S Reesey, CLU®, CLTC

Financial Representative
richard.reesey@nm.com

My Networks: LinkedIn

 
 Rob McGraw

Rob McGraw, CLU®, ChFC®, CASL®, RICP®

Financial Representative
rob.mcgraw@nm.com

My Networks: LinkedIn

 
 Ronald W Beshear

Ronald W Beshear

Financial Representative
ronald.beshear@nm.com

 
 Shawn F Kelley

Shawn F Kelley

Managing Partner
s.kelley@nm.com

 
 Thomas R Isgrig

Thomas R Isgrig

Financial Representative
tom.isgrig@nm.com

 
 Thomas Stephen Sperber

Thomas Stephen Sperber, CFP®, CLU®

Long Term Care Specialist
tom.sperber@nm.com

My Networks: LinkedIn Facebook

Tom graduated from Miami University with a Bachelor's degree in business. He began his career with Northwestern Mutual in 1998 after being introduced to the company by Ron Beshear, the former managing partner. Prior to Northwestern Mutual, he was a Financial Representative with a competitor and made the move because he felt that Northwestern Mutual was a great company with world-class insurance services and internationally recognized investment products.

Tom focuses his business on financial analysis, and especially likes to work with physicians and other professionals. In addition, Tom is the disability income specialist for the network office.

Tom has obtained his CERTIFIED FINANICAL PLANNER™ (CFP®) certification.

Tom and his wife, Mary, have two daughters - Covey and their newest addition, Anya, was born in October, 2005. He enjoys playing broomball for fun.

 
 Timothy C Miller

Timothy C Miller, CLU®, ChFC®, CASL®

Financial Advisor
timothy.miller@nm.com

My Networks: LinkedIn Facebook

Tim graduated with a B.A. in economics and a certification in business from the University of Cincinnati. He joined Northwestern Mutual - Cincinnati in 1983 after being introduced to the company by the College Unit Director.

Tim is actively involved in his community. He is a member of the Cincinnati Estate Planning Council and is on the Fundraising Steering Committee of his church, Immaculate Heart of Mary, in Anderson, where he is also a Father's Team co-leader.

Privately, Tim enjoys swimming as well as playing golf and basketball. Tim and his wife, Vickie, have two children, Jeff and Ali. Tim has lived in Cincinnati since 1979.

 
 Trey Kellner

Trey Kellner, CLU®, ChFC®

Financial Representative
trey.kellner@nm.com

My Networks: LinkedIn

 
 Will Butler

Will Butler, DPT

Financial Representative
william.butler@nm.com

My Networks: LinkedIn Facebook

 
 William James Hanlon

William James Hanlon, CLTC®

Financial Representative
willy.hanlon@nm.com

My Networks: LinkedIn Facebook

 
 Yatin Desai

Yatin Desai

Financial Representative
yatin.desai@nm.com

My Networks: LinkedIn Facebook

Careers

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