The Holter Financial Group |
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Contact Us1101 N Market St Ste 100 Office: 414-271-3242 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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Management TeamT.E.A.M. – Together Everyone Achieves More As the Managing Partner of the Holter Financial Group, Steve Holter firmly believes in the T.E.A.M. concept. It was with this focus in mind that Steve formed his Leadership Team on October 1, 2007. The vision of The Holter Financial Group’s Leadership Team is simple: “Be the best.” Steve adds, “Every day we are working together to be a premier financial security organization. Every decision is made with the intent of being the best. That is what we are excited about building.”  Penny CupertinoExecutive Assistant Penelope began her career with Northwestern Mutual Financial Network in January of 1978 as a member of Network Office #092 working alongside Hans Moser in his District Office. She continued to partner with Mr. Moser for 22 years. During their partnership, that District Network Office was the recipient of the “Top 3 Agency” award (out of 270 Agencies) and qualified for “Company Top 20” five times. Following that she became a member of the Network Office #092 team of Doug MacNeil and Laura Bouslough and remained with them through 2003. In 2004 Penelope was employed as a direct team member of Network Office #092. She split her time between company operations responsibilities and providing assistance and leadership to the New Financial Representative Program as well as the College Internship Program.
With the appointment of Steve Holter as the new Managing Partner in 2007, Penelope transitioned into the role of Executive Assistant to the Managing Partner. As a member of both the Leadership Team and the Advisory Committee, Penelope is also a part of the organization's critical decision making process and plays an important role in the development of the organization.  John Glowacki, CLU®, ChFC®Managing Director John Glowacki has been a Northwestern Mutual Financial Network Representative for more than two decades and the Managing Director of the Waukesha District Network Office since 1998. John began his career in banking but soon realized that the potential to make an impact on the lives of others would be much greater by joining Northwestern Mutual and running his own business. He recognizes this as the single most important professional decision he has ever made. John Glowacki believes that, given sufficient information, virtually every person can and will make the right decisions to ensure future financial security. It’s less a matter of the ability to understand complex financial instruments than it is to trust one’s instincts with the assistance of a knowledgeable professional. John strives to find the potential in every client and to create an environment in which opportunity can be realized to its fullest.  James Grogan, CLU®Managing Director Jim, a native to the Milwaukee area has over twenty years of experience in the financial services industry with ten years serving as a Managing Director. As a Managing Director he has the unique opportunity of balancing personal production and managing a district office. While managing a district office, Jim has the ability to recruit, train, develop, mentor, and support his Financial Representatives and staff. He has earned the Chartered Life Underwriter (CLU) designation and is a Board member of Northwestern Mutual Financial Network Managing Directors Association as well as the National Association of Insurance and Financial Advisors. Jim earned his Bachelor's of Business Administration from the University of Wisconsin-Madison. A very passionate alum and sports enthusiast, Jim loves to cheer on the Badgers. Jim and his wife, Meg, live in Menomonee Falls with their 14-year-old son, Matthew.  Richard HudockEmployee 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
 Jessica KarisDirector of Recruiting and Development Jessica Karis was introduced to the Northwestern Mutual family as a College Financial Representative in 2004 while attending the University of Wisconsin-La Crosse where she studied business and communication. Currently, Jessica is the Director Recruiting and Development in the Network Office in downtown Milwaukee. Jessica plays an active role in recruiting new financial representatives as well as coaching, mentoring and training. Jessica’s passion is helping people achieve their hopes, goals and dreams. In 2008, 50% of the fulltime financial representatives that joined the downtown office achieved pacesetter first 40 which is an award that is accomplished by 12% of new reps and 4 out of 5 college financial representatives achieved the 2008 Summer Lives Contest and were pictured in Young Money magazine.  Daniel KrivosManaging Director Dan Krivos has been a Northwestern Mutual Financial Network Representative since 2000 and is the Managing Director of The Krivos Group. He was attracted to Northwestern Mutual because it allows him to positively impact the lives of his clients every day. He enjoys helping his clients achieve their financial security goals by creating appropriate strategies through in-depth fact-finding and relationship building. Dan is also passionate about recruiting and developing first-class Financial Representatives for The Krivos Group while providing unparalleled service to his clients. Dan earned his Bachelor of Business Administration degree from the University of Wisconsin – Whitewater, and currently lives in Waukesha with his fiancée, Sarah and 4-year old son, Nolan.  Scott Schwertfeger, CLU®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. He is also 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 Robertta VonBehrenFinancial Officer
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Robertta comes to Milwaukee from the Madison, WI area. While in Madison she completed her studies in Marketing and worked in the banking industry until the birth of her second child. While caring for her children, she went back to college to study both Business and Computer Programming. It was also during that time that she opened a family business which provided services in the Marketing and Advertising Specialty areas to businesses, schools and community organizations. Robertta’s involvement in the family business was on a part-time basis which allowed her to seek employment outside of the business. She was employed in advertising sales and retail accounting until moving to Milwaukee to join Northwestern Mutual as the Agency Controller in the summer of 2004. Currently, Robertta is the Chief Financial Officer and Chief Operations Officer for The Holter Financial Group.