Associates
There are over 60 Financial Representatives at The Holter Financial Group. A few are highlighted below.
Financial Representative
Laura Bouslough, a leading financial representative, focuses on the estate planning and insurance needs of multi-generational families and successful business owners throughout Wisconsin. An industry veteran, Laura is known for her experience in dealing with complex cases and insurability issues, attention to detail, discretion, and most importantly, a fanatical dedication to her clients.
Laura’s path to success at Northwestern Mutual started in the mid 1980’s, when she was hired to recruit and train the best support staff for the top financial representatives in the country. It was a job that required excellent judgment, strong relationship-building skills and the unique ability to play matchmaker between talented resources and a demanding clientele. Years later, these skills continue to serve Laura well in her role as a financial representative to business owners and families.
In 1991, Laura left her corporate position to team up with a highly successful financial representative in Milwaukee. Together they served some of Milwaukee’s most prestigious families and businesses. In 2003, Laura took over control of the business and has continued to expand the practice. Today, Laura’s business grows exclusively through referrals.
Laura serves on the Board of the Women’s Fund, Congressman Ryan’s Financial Institutions and Insurance Advisory Board, and the Milwaukee Chapter of the American Red Cross, where she co-chairs the Major Gift campaign. Most recently, she has agreed to serve on the Board of Directors for the Society of Financial Service Professionals – Milwaukee Chapter. She has volunteered with many local non-profits, including Women’s Fund, Sojourner Truth House, Bottomless Closet, Milwaukee Ballet and Gilda’s Club. As a self-made businesswoman and a former single mother, Laura is an ardent supporter of organizations that promote women’s causes.
Laura and her husband, Jeff Hanson, reside in the lake country, just outside of Milwaukee, Wisconsin.
Financial Representative
Scott joined Northwestern Mutual in 2000 as a College Financial Representative while attending UWM as a finance major. As a College Financial Representative, Scott achieved Power of 10 four times and was featured in USA Today and TIME magazine for achieving the Summer Lives Contest. In 2002 and 2003, Scott was the leading College Financial Representative in both lives and premium in the Central Region. In 2003, Scott ranked #3 in the entire company. Upon graduating from UWM, Scott joined Northwestern Mutual as a fulltime Financial Representative in December 2003. In 2004, Scott placed #5 in the Mike Gish award competition which is a national competition for college financial representatives who convert to become fulltime financial reps. As a fulltime representative, Scott has achieved Pacesetter First 40, Pacesetter Second 60 as well as the bronze, silver, gold and platinum New Financial Representative Awards. Scott is a current member of our leadership development program and he holds the role of Internship Development Officer in our Network Office.
Financial Representative
Jamie helps his clients with financial security solutions, while focusing on the needs of executives and business owners. The cornerstones of his practice are excellent client service, a commitment to continuing education and long-term, mutually beneficial relationships. Jamie believes a strong team and unwavering ethics help to differentiate his business. Prior to joining the Schwertfeger Group, he spent more than twelve years in the financial services industry in sales, management and marketing roles. Jamie graduated from Marquette University with a Bachelor’s degree in Business Administration.
Jamie has been married to Sarah since 2000. Together they have three boys, Sam, Logan and Dylan. Jamie and Sarah enjoy spending time together with their children, with family and with friends.
Jamie is committed to the betterment of the community he lives in. In 2006, Jamie was named the Hispanic Young Professional of the Year by Hispanic Professionals of Greater Milwaukee and INROADS Alumnus of the Year. Jamie's community involvement includes The United Way Emerging Leaders Council, Entrepreneurs Organization (“EO”), INROADS, Hispanic Professionals of Greater Milwaukee, the Skylight Theatre, and the Hispanic Chamber of Commerce of Wisconsin.
Financial Representative
Chris attended and graduated from Marquette University. While at MU, Chris was affiliated with Southwestern Books, selling and managing a sales team. His awards at Southwestern were numerous. Chris found Northwestern Mutual by being a significant client first. He believed in saving money and insuring himself and his family. In his relatively short time with the Schwertfeger District Network Office, he broke all the 6 month records for sales, new clients and total production placed. He quickly joined the Leadership team(L.E.A.D.) and is focused on building his own unit within the District Network Office.
Chris is married to Christina and they have one son, Luke. They currently reside in the Washington Heights.
Estate & Business Planning Specialist
Steven is the Director of Estate and Business Planning for The Holter Financial Group of the Northwestern Mutual Financial Network. Steven's special areas of expertise include executive compensation, retirement benefits, business transition planning, personal needs analysis and estate analysis.
Prior to joining The Holter Financial Group, Steven worked for a major public accounting firm where he established and directed a national life insurance products consulting practice. During his eleven years in public accounting, Steven provided life insurance consulting services to several hundred corporations, including many Fortune 500 companies. In addition, Steven regularly assisted major life insurance companies with product marketing strategies and conducted numerous seminars on advanced life insurance planning. Steven also provided comprehensive financial planning services to key executives of major corporations.
Employee Benefit Specialist
Richard Hudock is the founder and President of Milwaukee Group Insurance Specialists, Inc. Richard carries a Certified Health Consultant (CHC) designation from Krannert Graduate School of Management at Purdue University, as well as his Bachelor of Science degree from Marquette University. After he graduated from Marquette University in 1974, he went on to work in manufacturing before joining The Northwestern Mutual Financial Network as an agent in 1976. In 1978 he left to work as a Taft-Hartley Trust Fund Specialist for Blue Cross & Blue Shield United of Wisconsin. Then in 1984 Richard returned to the Network to start Milwaukee Group Insurance Specialists, Inc. Since the beginning, Milwaukee Group Insurance Specialists, Inc. has grown in size as well as in areas of service for our clients. Milwaukee Group Insurance Specialists, Inc. is consistently among the highest ranking in sales of the Strategic Employee Benefits Services agencies and continues to grow serving over 600 clients in Southeast Wisconsin. Richard's experience provides the agency with a broad base of experience and knowledge in all areas of the insurance industry.
Milwaukee Group Insurance Specialists, Inc. participates in Strategic Employee Benefit Services, a nationwide program providing employee benefits exclusively through Northwestern Mutual Financial Network representatives
Financial Representative
Patrick J. Kohler, CLU, ChFC, started his career with Northwestern Mutual in 1995 and today works as a part of team providing financial security to closely held business owners, professionals and those people who desire clarity on their estate plans. “We help our clients shift risk and save money more rigorously than they would have on their own. This is simple but critical to everyone we meet.”
Rick Schumaker, JD, CLU, ChFC; Andrew Bird and Aleks Miskov are his team members.
He graduated with a Business Administration – Finance degree from Marquette University in 1993. He grew up locally in Whitefish Bay, WI and now resides in Brookfield, WI with his wife Heidi and three daughters: Savannah, Lilly and Ashley. St John Vianney Parish, family vacations, and coaching his girls sports teams keep him busy outside of work.
Patrick J. Kohler, CLU, ChFC has been the Life Specialist for the Holter Financial Group since April 2008.
“My focus is to champion a deeper understanding, knowledge and delivery of our flagship product; Life Insurance. Northwestern Mutual Life Insurance, in my opinion, best represents our value proposition to our policyowners… and has for 152 years. This product has extraordinary leverage and flexibility when used to accomplish the business succession, estate planning and personal objectives of our clients.”
Long Term Care Specialist
Steven J. Koppel, JD, CLU, ChFC is the Long Term Care Specialist for the Holter Financial Group of Milwaukee, Wisconsin. Steve assists financial representatives and their clients in designing and implementing strategies for paying the cost of Long-term health care. Additionally, he is a pioneer in use of Long-Term Care Insurance as an employee benefit.
He is the past president of the Milwaukee Estate Counselor’s Forum and the Milwaukee Chapter of the Society of Financial Service Professionals. Steve served on the Board of Directors for the Milwaukee Jewish Home and Care Center from 1999-2008.
In 2000, Steve Koppel co-authored an award-winning book about planning for seniors and their families, which won the Writer’s Digest Award and the Modern Mature Media Award.
Steve graduated, from the American University with honors in 1973, receiving his B.A. in Political Science. In 1976, he earned his J.D. from Ohio Northern University. He joined the Northwestern in 1978.
Ron Krizek
Financial Representative
Ron founded The Krizek Group in 1967. He has over 40 years of experience designing and funding executive benefit programs, business continuation plans, and wealth transfer strategies. He is recognized as a unique professional resource helping executives build and preserve net worth. In addition, he has helped business owners with business continuity and succession planning. He coordinates with other client advisors to achieve the most creative solutions. Ron has been in Northwestern Mutual’s prestigious Top 20 for 19 years. His accumulative production ranks seventh overall.
Ron is a Wisconsin native and earned his degree from the University of Wisconsin – Milwaukee. He is married and has a son, Scott who is also a member of The Krizek Group and a daughter, Claudine.
Financial Representative
Dan began his career with Northwestern Mutual in July of 1968. Throughout his four decades of service, he has impacted the lives of many and created lasting irreplaceable relationships. Dan has a relentless passion for Northwestern Mutual and helping people. His priority has always been, and will always be, commitment to his clients.
Dan has qualified for Northwestern Mutual’s 5 Lives Club for 40 consecutive years and is No. 1 in the Northwestern Mutual system for doing so. He is also the leader in his Network office in terms of consecutive weekly production, with more than 39 years of doing so.
Dan’s consistent activity patterns and positive attitude set him apart and make him an exemplary role model. This has resulted in him achieving these amazing milestones.
Financial Representative
Melissa Petersen joined Northwestern Mutual in December of 2001 as a College Financial Representative while attending the University of Wisconsin – Green Bay. As a fulltime financial representative, Melissa achieved Pacesetter First 40, Pacesetter Second 60 and the Bronze award. Melissa is a member of our leadership development program and she plays a very active mentoring role with new financial representatives.
Melissa has actively pursued continuing education opportunities throughout her career. Most recently, she achieved her Chartered Life Underwriter (CLU) designation in February of 2008.
Financial Representative
Matt Rewasiewicz joined The Holter Financial Group as a College Financial Representative in 2008 while attending the University of Wisconsin - Madison. As a College Financial Representative, Matt achieved Power of 10 as well as the Summer Lives Contest. Matt converted to a fulltime financial representative in August 2008. Matt has achieved Pacesetter First 40 and is one of the top new client producers in the Network Office. Matt is a member of our leadership development program and he plays an active role as a team captain with the College Financial Representative Program in the Network Office.
Financial Advisor
With designations that include Certified Public Accountant, Chartered Life Underwriter and Chartered Financial Consultant, Mark Schueller brings a unique perspective to the various uses of life insurance for business succession, executive compensation and estate analysis. Prior to joining the Northwestern Mutual Financial Network, Mark was affiliated with a national accounting firm and served as chief financial officer for a Milwaukee-based corporation.
Mark Schueller received his B.B.A. degree from the University of Wisconsin – Milwaukee. He is a past president of the Milwaukee Chapter of the Chartered Life Underwriters and is a member of the Milwaukee and National Association of Insurance and Financial Advisors, Estate Counselors Forum, Wisconsin Institute of Certified Public Accountants, National Society of Accountants and Association for Advanced Life Underwriting.
Managing Director
After earning his undergraduate degree from the University of Wisconsin-Madison, Scott Schwertfeger was drawn to Northwestern Mutual by the prospect of unlimited opportunity for professional achievement. To him, this achievement includes both helping clients achieve financial security and fostering the professional development of other Financial Representatives. Scott Schwertfeger’s position as a Northwestern Mutual Financial Network Managing Director helps him to build relationships with honesty, professionalism and knowledge.
Scott Schwertfeger is involved with the National Association of Insurance and Financial Advisors (NAIFA) as a Board Member for NAIFA Southeast Wisconsin.
The mission of the NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation’s largest financial services membership association.
He is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Scott Schwertfeger and his family are members of the Ozaukee Country Club, where he serves on the Board for New Memberships. They also are members of the Milwaukee Curling Club and the Milwaukee Art Museum. Furthermore, Scott serves on the President’s Community Roundtable of Concordia University.
Scott and his wife, Michele, live in Mequon with their daughter, Grace
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