Expertise

As part of the Northwestern Mutual, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.


Eric Ames, ChFC®, CLU®

Long Term Care Specialist

 

eric.ames@nm.com
314-539-0847

Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

Eric Ames joined Northwestern Mutual as a full-time representative in 1994. As a Wealth Management Advisor, his practice focuses on comprehensive financial planning, including an emphasis on family financial security, asset accumulation and distribution, and estate & business succession planning.  With 23 years of industry experience and a great team backing him up, Eric is fully equip to handle today’s toughest planning issues.

An Expert in Special Needs Planning

Eric has access to a network of resources, both locally and nationally, which provide benefits research, training, planning tools, etc. that help guide families through important decisions.

Eric is passionate about assisting families with special needs. Eric is experienced in special needs planning including navigating third-party benefits and working with third parties on the legal issues involved in planning for a dependent with special needs.

Contact Eric to learn more about how Northwestern Mutual’s special needs planning can guide you through the process to help secure a future of financial security for every member of your family today. To provide families with an in-depth and coordinated special needs planning process, Eric works as an integral part of a team of experts including National Care Advisors, NCA, who help families find and establish eligibility to optimize the benefits available to them. 


Timothy Harris, ChFC®, CLU®, CASL®, RICP®


timothy.harris@nm.com

 

Assistant Director of Network Office Supervision

314-244-0798

Timothy Harris started his career at Northwestern Mutual in 2004, spending his first 6 years with the company as an Associate Financial Advisor. He then spent 2 years as the Director of Investment Operations, one year as the Director of Centralized Financial Services, and has been the Associate Director of Network Office Supervision since February of 2014.

Tim obtained his Chartered Financial Consultant® (ChFC®) designation in 2011, Chartered Life Underwriter (CLU®) designation in 2012, Chartered Life Advisor for Senior Living (CASL®) designation in 2013, and Retirement Income Certified Professional® (RICP®) designation in 2015.


Christopher Koon

Life Insurance Specialist

My Networks: LinkedIn Facebook

 

christopher.koon@nm.com
314-539-0867

Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.

Chris Koon began his Northwestern Mutual career as a Financial Representative in 1994 after purchasing his own policy. Some of Chris’ professional accomplishments include Pacesetter First 40, Forum (1999, 2005 - 2012), Million Dollar Round Table (1996 - 2014), 200 Lives, Plus 33 QI, and Master Achievement.


Mark Schuchardt, CFP®, CLU®, CASL®, ChFC®, RICP®

Disability Income Specialist

My Networks: LinkedIn Facebook

 

mark.schuchardt@nm.com
314-539-0895

Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

Mark is a graduate of the University of Missouri and has been with Northwestern Mutual since 1994. Besides being the Disability Income Specialist, Mark is a Wealth Management Advisor as well as a member of the Northwestern Mutual Forum (2008-2010, 2012, 2013, 2015), which represents the top representatives in the company. Mark is a six-time qualifier (2000-2012) for the prestigious Master Achievement Award, which recognizes his long term commitment to his clients' financial success. The Master Achievement Award is presented to those financial representatives who reach high levels of persistency and performance.


Karen Wilund, CPA, MST

Retirement Plan Specialist

 

karen.wilund@nm.com
314-450-7380

Karen’s experience ranges from developing retirement plans for small, privately owned businesses to performing due dili­gence for pension plans during mergers and acquisitions of large corporations. She also designs non-qualified deferred compensation plans, and reviews plans for compliance issues.

Karen has 31 years of industry and public accounting experi­ence and has served as a consultant for AON, one of the larg­est international employee benefit consulting firms.

Karen received her B.S. in Accounting from the University of Missouri-Columbia and her M.S. in Taxation from Font­bonne University in St. Louis. She is a licensed insurance agent, and as a member of the American Institute of Certified Public Accountants has served on the Employee Benefits Plan Committee. She is also a member of the American So­ciety of Pension Professionals & Actuaries. 


Daniel Q Scharff, CLU®, CFP®                         

Estate and Business Planning Specialist                                                                                 

daniel.scharff@nm.com

314-244-0757

Dan Scharff always has his core values and his mission top-of-mind. Over the last 11 years, he has helped over 600 professionals and their families in the New York area, the Midwest, and across the US with their financial, retirement and estate planning. Utilizing best-in-class insurance and investment products, Dan's practice focuses on providing comprehensive service quickly and responsively.

 

 

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck