The Zach Group |
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Contact UsPO Box 10435 Office: 319-363-3527 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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AssociatesOur financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence. James D. Anderson, CPA, CFP®Wealth Management Advisor Jim Anderson serves as a Wealth Management Advisor for The Zach Group. Jim earned his BA in accounting from Luther College and his MBA from the University of Iowa. He is a CPA and has his Certified Financial Planner™ (CFP®) designation. Since joining The Zach Group in 2004, Jim has qualified for the Most Valuable Producers (MVP) Conference each full year that he has been with Northwestern Mutual. Living in Cedar Rapids with his wife Patty, Jim is also very active in his church and serves on the board of directors of two non-profit organizations. Jeffrey BeanWealth Management Advisor Jeff Bean has been a Financial Representative with the Northwestern Mutual Financial Network since 1999. Jeff is a graduate of the University of Iowa and resides in Cedar Rapids with his wife, Kathleen, and their children. Working in the personal, business and estate markets, Jeff excels in helping individuals and businesses evaluate their needs. In 2003, Jeff was awarded the New Financial Representative award for The Zach Group. Jeff is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a qualifying member of the Million Dollar Round Table in 2004 and 2005. Dennis BraksiekFinancial Representative denny.braksiek@nmfn.com George H Brunscheen, CLU®, ChFC®Financial Representative George H Brunscheen, CLU, ChFC, has been a Financial Representative with Northwestern Mutual Financial Network for over thirty five years. George has been a member of Million Dollar Roundtable, is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (SFSP). He was recognized by Northwestern Mutual in 2009 as a Community Service Award winner for his volunteer work with the Boy Scouts of America. George is knowledgeable in the areas of estate planning, executive benefits, personal and business planning, and retirement solutions. With his Series 7 registration, George is able to offer investment products and services as well. George Brunscheen’s office is located at: 2720 A Ave. NE, Ste. 102 in Cedar Rapids, IA. Please see George’s website: http://georgebrunscheen.nmfn.com/ for further information. Bryan ClarkBryan Clark is a Sales Execution Team associate for The Zach Group. As a SET associate, he provides administrative assistance for new field representatives and expedites new business through underwriting. Bryan joined the Zach Group in July of 2009. He graduated from Coe College in Cedar Rapids and currently lives in Marion. His hobbies include running and spending time with his family and friends. Amy DeputyAmy Deputy manages the Sales Execution Team. She started her investment career in 1997, joining Northwestern Mutual Financial Network in 2005. Amy’s most fond of the Network because of the encouragement for career growth and quality of people that she works with. Every day is a new day and a new challenge. Rachel DesyRecruiter Rachel Desy became a part of the Northwestern Mutual Financial Network in 2008 as a college intern while attending Buena Vista University. Rachel then decided to move into the role of a campus recruiter later in 2008 and assists with recruiting for and developing the internship program. Rachel is originally from Denison, IA and currently resides in Cedar Rapids with her husband, Nate and their Pug, Chewy. Maria DreesMaria Johnson Drees is the Health & Wellness Consultant for The Zach Corporation. The Zach Corporation is affiliated The Zach Group of the Northwestern Mutual Financial Network. The Zach Corproation participates in Strategic Employee Benefits, a nationwide program providing employee benefit services exclusively through Northwestern Mutual Financial Network representatives. Maria has a degree in Health Promotion & Health Education from University of Northern Iowa and a Masters in Public Health Degree (MPH) from the University of Illinois at Chicago (UIC). Kristin EschweilerFinancial Representative Kristin Eschweiler became a part of the Northwestern Mutual Financial Network in 2008 as a college intern and team captain while attending the University of Iowa. After receiving her BA, she signed on with a full-time contract in 2009. She is a member of the National Association of Insurance and Financial Advisors (NAIFA). Kristin is also a member of the Zach Group’s LEAD Team, helping to recruit and develop new financial representatives. Kristin’s practice is relationship driven, helping individuals, families, and corporations accumulate wealth while protecting their assets. Kristin’s main focus is helping her clients reach their personal, professional, and financial goals. Steve FaberFinancial Advisor Steve Faber is a qualifying member of Million Dollar Round Table in 2004, 2005 , 2007 and 2008 . A member of the National Association of Insurance and Financial Advisors. He is a recipient of the National Quality Award from 1993 - 1996 and 2002 - 2008 and the National Sales Achievement Award from 2002 - 2008. With 20 years of experience and the support of the network specialists, Steve's business has grown to encompass all aspects of both personal and business needs analysis. Dustin Fadiga, BAFinancial Representative Dustin is the proud husband to Nichole Fadiga and his 3 great children Carter, Mackenzie and Brady. His wonderful wife stays home with their three children while he works hard to serve his clients. Dustin is a graduate from the University of Northern Iowa. Shannon FunkeFinancial Representative Shannon Funke has been a financial representative with the Zach group since 2009. She works out of the office in Manchester and lives in there with her Husband Kurt and daughter Susie. She is a member of National Association of Insurance and Financial Advisors. Shannon’s focus is on helping people in all stages of life, building relationships with them that will last a lifetime and helping them make the right decisions for themselves and their families. Christopher M Graw, CLU®Financial Representative Chris has been with Northwestern Mutual for over 7 years. He resides in Cedar Rapids with his wife Kiley and daughters Haley and Ava. Chris received a finance degree from the University of Iowa in 2003 and the CLU designation from the American College in 2009. Chris enjoys building relationships with his clients and helping them achieve their goals and dreams. Chris is actively involved in church, enjoys sports, and spending time with family and friends. Angie HubbardAssociate Financial Representative Angie Hubbard has been in the financial industry since graduating college. Right out of college, she worked 5 years at the Principal Financial Group in the Retirement Plan division, focusing on servicing clients and supporting the field sales force. For the last 1.5 years she worked as a recruiter for the Principal Financial Group. After starting a family, she chose to focus more time and energy on her family, and now works part time in providing top service to the clients of Mark Hubbard at Northwestern Mutual. Angie has her Series 6 and 63 registrations and Iowa Life and Health license. She enjoys spending time with her kids and family, working out, watching football and playing the piano. Mark HubbardFinancial Representative Mark Hubbard has been a Financial Representative with The Zach Group since 2005. In this amount of time, Mark has built a successful and well-rounded insurance and investment practice. Mark is a member of the National Association of Insurance and Financial Advisors (NAIFA), and he helps his clients prepare for their future by assisting them in determining their goals and achieving those goals. The focus of Mark’s practice is needs analysis for personal/family, small businesses, estate planning, and long term care. In his spare time Mark enjoys coaching and watching football, spending time with his family, and working out. Shelly JohannesInvestment Operations Manager Shelly has been with The Zach Group for 7 years. She currently holds her Series 6 & 63 registrations. Shelly provides training classes to our representatives regarding the investment aspect of their business and processes daily transactions for our entire agency. Aside of work, she has a great family, husband Jason, and two kids, TJ and Kylie. Her outside hobbies include running and spending time with family and friends. John E Leschensky, CLU®Senior Financial Representative John E. Leschensky, CLU has been serving his clients in Waukon and Northeast Iowa with products offered by The Northwestern Mutual Life Insurance Comapny and it's subsidiaries for over five decades. His practice is in helping his many friends and clients meet their needs for financial security. His approach is a risk management basis. Products include life insurance, disability insurance, long term care, and annuities. Over the years John has been involved with Kiwanis, library board, planning and zoning commission, county compensation board, chamber of commerce, Junior chamber of commerce, Sunday School superintendent, various church committees, and Ducks Unlimited.
Bob MayFinancial Representative Bob May has been providing life, disability and long term care insurance/financial services with Northwestern Mutual since 1985. He is a member of the National Association of Insurance and Financial Advisors (NAIFA). In addition, he has also received the National Sales Achievement Award in 1989, 1992 - 1999, 2002, and 2005 - 2007 and the National Quality Award in 1988 - 1989 and 1992 - 2007. Bob specializes in personal needs analysis, business needs analysis and retirement solutions. Thomas Mc CoyFinancial Representative Tom has been a Financial Representative with Northwestern Mutual Financial Network since 1982. He is a graduate of Judson College with a BA in Business Administration. Tom has four children and resides in Marshalltown, IA. Working in personal, business and estate markets, Tom enjoys helping individuals and businesses evaluate their strategic needs. Tom is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is a qualifying and life member of the Million Dollar Round Table in 1992 - 1997, 1999, 2001 and 2003 - 2007. John MonaghanEmployee Benefit Specialist John Monaghan serves as a Strategic Employee Benefit Specialist with The Zach Group. He is a leading specialist in designing and implementing cost effective employee benefit packages for employers throughout the state of Iowa. John's background in the health insurance industry gives him the ability to identify and negotiate cost savings with the insurance companies on behalf of his clients. His approach centers on working with companies and their employees to understand their long term objectives. John's ability to work with unions and insurance committees in a relaxed and informative manner has resulted in lower premiums and happier, more informed employees. Sharon OrrFinancial Advisor Sharon Orr has been a Financial Representative with The Zach Group since 1994. Over the years, Sharon has built a successful and well-rounded practice for her insurance and investment clients. Achievements throughout the industry include membership in the Million Dollar Round Table, National Quality Award winner in 1998, 2002 - 2006, and a recipient of the National Sales Achievement Award from 1995 - 2007. Sharon is a member in the National Association of Insurance and Financial Advisors and a member of the Society of Financial Service Professionals. Sharon volunteers for the Fayette Lions is a board member of the Fayette Opera House Foundation. She is also a member of the Fayette, Oelwein and West Union Chambers of Commerce. The focus of Sharon's practice is needs analysis for families and businesses. Sharon helps her clients prepare for their future by assisting them in determining their goals and then helping them achieve those goals. Jessica PaulsonTechnology Coach Jessie Paulson has been with The Zach Group since 2008. Jessie is a graduate of The University of Northern Iowa and currently resides in Cedar Rapids. Mitch PeytonField Director Mitch Peyton has been a financial representative with The Zach Group since 2006. He is a graduate of the University of Iowa with a business administration degree and a certificate of entrepreneurship. Mitch’s practice is built around building relationships with individuals and businesses to make smart decisions with their money when it comes to insurance and investments. Mitch was awarded new financial representative of the year for The Zach Group in 2008. J Creighton Randolph, CLU®, ChFC®Financial Representative Creighton has been a Financial Representative with the Northwestern Mutual Cedar Rapids Network Office since 1986 and is based out of Monticello where he lives with his wife, Connie, and raised three kids. He graduated from Creighton university with a degree in Economics and attained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation from the American College. He looks forward to guiding many long term clients through wealth accumulation, wealth preservation and risk management issues. Creighton has been an active member of Sacred Heart Catholic Church where he has participated and volunteered in capacities such as board of education, parish council, CCD teacher, cantor, commentator, Eucharistic Minister and current member of Knights of Columbus Council 1821. In the larger Monticello community, he is a member and past President of Rotary, board member and past President of The Monticello Heritage Center, board member and current President of the Monticello School District Foundation and participates in the Monticello men’s Choir. Robert ReinertManaging Director Rob Reinert is the Managing Director of the Dubuque, IA office. Rob is a graduate of Loras College and resides in Dubuque with his wife Lisa, and their two children. Rob specializes in solutions for both individuals and businesses. The relationship that Rob establishes with his clients, enables him to provide the guidance needed for them to make informed choices. Rob provides the financial solutions on which his clients rely when making some of the most important decisions of their lives. Rob is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Kathy RussellFinancial Representative Kathy Russell has been a Financial Representative with The Zach group since 1991. Kathy specializes in personal solutions, retirement planning and long-term care insurance. She has received the National Quality Award in 1993 - 1996, 2000 and 2007. James SchiltzEmployee Benefit Specialist Jim Schiltz has been with the Northwestern Mutual Financial Network since 1981. Jim joined the sales force in 2000 as a Financial Representative and since 2003 has served as a Strategic Employee Benefit Specialist with The Zach Group. Jim works with individuals and small groups to identify and meet their health and benefit needs. Jim is a graduate of the University of Iowa. Staci SchiltzDirector of Client Relations Staci Schiltz is the Director of Client Relations and Contract and License Coordinator for The Zach Group. She joined The Zach Group in 2003 as receptionist and New Business Processor. Staci attended Loras College and currently resides in Cedar Rapids with her husband Jim and two children. Scott Sernett, CFP®, CLU®, ChFC®Financial Advisor Scott Sernett started his career with the Northwestern Mutual Financial Network (NMFN) in 1996 as a college intern. Over the years, Scott has developed a practice which primarily serves physicians, entrepreneurs, entertainers and athletes in the areas of risk management, wealth accumulation, and business planning. Scott is an active member of the National Association of Insurance and Financial Advisors (NAIFA). He is a past president of his local association, NAIFA-Cedar Valley. Scott is also a member of the Million Dollar Roundtable (MDRT), and Physicians Nationwide (a NMFN group dedicated to serving the medical market). Scott was awarded Financial Representative of the Year for The Zach Group in 2001 and 2003. In his spare time, Scott volunteers as a classroom teacher with Junior Achievement, NAIFA’s Young Advisors Team, the University of Northern Iowa Panther Scholarship Club, and the Stewardship Committee at St. Stephen’s Catholic Student Center. Lunch SmithManaging Director Lunch has been with Northwestern Mutual since 2002, and was appointed Managing Director in December 2008. He has been a past President of the local NAIFA chapter, and is a member of the Decorah Chamber of Commerce Ambassadors. He has also volunteered with the Decorah Viking Athletic Booster Club for several years. Lunch likes to work with individuals and business owners to assist them with accumulating wealth, and in achieving their financial security goals. He is also responsible for the recruitment of new financial representatives and assisting them with their training and development. Lunch is very passionate about working with families that have dependents with Special Needs, and he was one of 30 representatives from throughout Northwestern Mutual that was chosen to be a part of the new Special Steps program. Brian R TalyatFinancial Representative Brian joined Northwestern Mutual Financial Network in 2003 as a Financial Representative. Brian resides in Cedar Rapids with his wife, Lauri, and their four children. Working in the personal and business markets, Brian enjoys helping individuals and businesses evaluate their needs. In 2003, Brian qualified for the Pacesetter First 40 award after his first six months in the business. Brian is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Debra ThorstensonAssociate Financial Representative Debra Thorstenson has been a Associate Financial Representative since 2004. Debra helps in assisting clients in fulfilling their needs and goals. She is a member of the VFW Auxiliary. Chad WilwertFinancial Representative Chad Wilwert is a financial representative with The Zach Group. Chad holds a BA from Iowa State University. He is a member of National Association of Insurance and Financial Advisors (NAIFA) and YP of Dubuque. Chad specializes in Personal Needs Analysis, Risk Management, and Asset and Income Protection.
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