Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Julie A Obrien
Associate Financial Representative
J.Obrien@nmfn.com
847-663-7128
Julie O’Brien has been with Northwestern Mutual since March 2007.
As an Associate Financial Representative, Julie is fully licensed in life, health,disability insurance and long term care. Julie focuses on providing clients with quality customer service they have come to expect from Marty and Northwestern Mutual.
Julie enjoys cooking, traveling and spending time with her family.
How can Julie help you?
· Schedule insurance exams
· Provide policy values
· Expedite owner / beneficiary changes
· Process changes to your billing methods
· Facilitate premium payments
· Provide general policy and billing information
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Deanna L Heldenbrand
Associate Financial Representative
Deanna.Heldenbrand@nmfn.com
847-663-7778
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Ever since graduating from The Ohio State University in 2003 with her MBA, Dee has been in the financial services industry. She joined our team in 2008 to work on the investment side of our business. To best serve your needs, Dee is fully licensed and has obtained her Series 6, 7 and 66 securities licenses. Dee's commitment to customer service and diligence in exceeding expectations has made her a most valuable member of the team.
Marty regards clients' financial security among the most important issues and so does his professional team with its focus on understanding and serving each individual client. Call whenever you have a question, concern or need. Marty, Julie and Dee are eager to help.
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How can Dee help you?
 Resource for answering questions on existing investment - Resource for opening investment accounts
- Process securities orders and any miscellaneous requests
- Process allocation changes and transfers
- Assist with 401k and IRA rollovers
- Establishing on-line access to security accounts
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Deborah S Schneiderman
Associate Financial Representative
deb.schneiderman @nmfn.com
847-663-7013
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