Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 A Ainslie Stanford

A Ainslie Stanford, CLU®, ChFC®, CLTC

Financial Representative
a.stanford@nm.com

Ainslie has represented Northwestern Mutual in Tulsa as a full time agent since 1968. He has a BA in political science from the University of Oklahoma and is an avid OU Sooners fan. He hold awards over the years in National Quality Award (19721 1976-2009), National Sales Achievement Award (1973-1989, 1994-1955, 1994-1998, 2000-2002, 2006-2008) , and Million Dollar Round Table Life Member (2010-2013). He’s a member of NAIFA, Society of Financial Service Professionals and Tulsa Estate Planning Forum. 

 Ainslie is married to Melinda and has 2 children. He enjoys golf, boating with his wife and friends, reading and attending OU football games.
 

 
 Blakelee Nicole Dunagin

Blakelee Nicole Dunagin


blakelee.dunagin@nm.com

Blakelee started her career as a College Full Time Representative after graduating from the University of Arkansas-Fayetteville. She played volleyball as a Razorback, where she earned her degree in Kinesiology in three years. Blakelee was excited when she met the recruiters at Northwestern Mutual and learned of the company's phenomenal morals and values that matched hers to a tee. She began her training in Tulsa and raced out of the gate immediately. Blakelee was a Target 20 intern in her first two months, a Power 40 in her next six months, and ranked #4 in the company in February 2017. She is driven to making an impact on her clients and their lives by helping them achieve their own goals and aspirations personally, professionally, and financially. Now, Blakelee is helping teach new representatives in the Northwestern Mutual internship as a College Unit Captain, while continuing to grow her own practice.

 

 
 Bob Gerard Skaggs

Bob Gerard Skaggs, CLU®, ChFC®, CFP®

Business & Estate Planning Specialist
bob.skaggs@nm.com

My Networks: LinkedIn

Bob has been a financial representative with Northwestern Mutual since January 1985, and has been a Wealth Management Advisor since September 2011. He earned his Bachelor’s in Economics from Oklahoma State University. He is a past member of MDRT, and has earned his CLU® and ChFC® designations as well as the CFP® certification. Bob is an Estate and Business Planning Specialist for Northwestern Mutual in Oklahoma and Northwest Arkansas.

Bob has been married to Kay foralmost 30 yearsand they have three children. Emily Odom, 27, is married to Jon, and works in Bob’s office as an associate financial representative. Will, 24,is married to Jordan and is a creative designer for Acrobat Ant here in Tulsa. Jay, 16, is asophomoreat Metro Christian in Tulsa. Bob and Kay are active at Asbury United Methodist Church.

 
 Brad W Anderson

Brad W Anderson

Financial Representative
brad.anderson@nm.com

My Networks: LinkedIn

A lifetime resident of Northwest Arkansas,  Brad lives with his wife,  Lauren and daughter Stella.  He enjoys spending time with his family and loves supporting the Razorbacks!!!

 
 Brian D Bailey

Brian D Bailey, CLU®, ChFC®, CFP®, CASL®

Financial Advisor
brian.bailey@nm.com

My Networks: LinkedIn

Before Brian joined Northwestern Mutual in 1990, he was in the banking business. He has a BA in Economics and Mathematics from Wabash College and an MBA in Business Management from Indiana University. He has been a qualifying member of MDRT since 2003 as well as National Quality Award in 1993, 1994, 1996-2011. He also is credited with National Sales Achievement Award in 1994, 2001 and 2003. Brian is a member of Tulsa Metro Chamber, National Association of Insurance and Financial Advisors, Society of Financial Service Professionals and Financial Planning Association.

Brian is married to Margaret. He has a daughter and 2 grandsons and enjoys Green Country MG, an all-season club devoted to drivers and enthusiasts of MG Cars.

 
 Brian J Easlon

Brian J Easlon, CLU®, ChFC®, RICP®

Financial Representative
brian.easlon@nm.com

Brian Ealson values being able to analyze each client’s unique needs and help them choose a path to follow to help them make their goals a reality. Brian navigates his clients through the sometimes confusing jargon of the financial world so that clients can have a better understanding of what is available to them.  In addition to being a dedicated Northwestern Rep, Brian gives back to the Tulsa community by volunteering as the Rogers County Young Professionals Treasurer, with Big Brothers and Sisters, as a board member of the Credit Counseling Center of Oklahoma and was the Tulsa Young Professionals Volunteer of the Year in 2008. Brian unwinds by spending time with his wife Alicia, motorcycling, playing golf, hunting and remodeling their home.

 
 Brook Brook Mayberry

Brook Brook Mayberry

Financial Representative
brook.mayberry@nm.com

Brook comes to Northwestern Mutual from his practice as an equine veterinarian.  As a 1998 PhD graduate of the University of Southern Mississippi and later his DVM from Mississippi State University, Brook became a “career changer” after joining Northwestern midway through 2014.  

 

Prior to his move, Brook was a practice owner in Jackson, MS before moving to Edmond, OK in 2007.  Brook was attracted to Northwestern Mutual first as a client and has excelled at the start of is new career by claiming Pacesetter 40, Bronze Top 50 in his first full year and received the Life Impact Award. 

 

“Recognizing the importance of financial planning from the client’s side was a critical step in finding this career that I feel is as personally meaningful as it is impactful to the people I work with” 

 

Brook and his wife, Dianne, who has since joined Brook as a Financial Representative Assistant, have two daughters Baye (16) and Layla (11).  Brook maintains a position of overseeing the University of Oklahoma ponies, Boomer & Sooner on game days. He is an avid cyclist when not traveling around the country watching his daughters play soccer.  In his school days, Brook played football for NAVY and later competed as a decathlete for Mississippi State.  Dianne is an avid runner and regularly competes in marathons including qualifying for and competing in the Boston Marathon in 2011.

 
 Bruce Gronen

Bruce Gronen, CLU®

Financial Representative
bruce.gronen@nm.com

 

Bruce graduated from the State University of Iowa with a BA degree in Radio-TV-Film, and began a career as a television director with several TV stations in the Midwest, the last being KCMO, a CBS affiliate in Kansas City. In 1977, he changed careers, and moved with his wife and 4 kids to Eureka Springs, Arkansas where he and his wife I owned and operated a Tastee Freeze fast food restaurant for 3 years. Then more work in Radio, as sales manager and on-air news guy for KAUS Radio in Berryville AR. 
 
In 1989 he became a Northwestern Mutual agent, and will celebrate 20 years as an agent in 2009.  He has been an NML policy owner since he was 15 years old, and knew the reputation of the company, which influenced his decision to join up. 

 
 Clay McGregor

Clay McGregor


clayton.mcgregor@nm.com

Clay joined Northwestern Mutual in 2016 because he wanted to pursure a career that helps people get the most out of life and help take the guesswork out of planning for their futures.

He and his wife, Lindsay and their three children spend time rooting on the OU Sooners or the Boston Red Sox, enjoying their life groups at church or hanging out at the Moore Golf and Athletic Club.

An avid gofler and competitive spirit, Clay is looking forward to developing his planning practice by quickly reaching benchmark goals, networking with his clients and being involved with the community.  He looks foward to enjoying the fruits of his labor by travelling the world with his beloved wife and family.

 
 David J Thompson

David J Thompson, CLU®, ChFC®

Business & Estate Planning Specialist
david.j.thompson@nm.com

My Networks: LinkedIn Facebook

David Thompson graduated from Vanderbilt University in 1992 with a Bachelors of Science.  After graduation, he worked as Assistant Golf Professional under Todd Jones at the Golf Club of Oklahoma while trying to make a mark in the career of professional golf. In November of 2004, David decided that he would instead try to make a mark on the lives of others in his community by starting a career with Northwestern Mutual in Tulsa, OK. 
 
After 10 years of success, David became a Field Director and then moved to Fayetteville to become Managing Director. Although Northwestern Mutual has been doing business in the area since 1889, David Thompson was appointed as the first Managing Director in Northwest Arkansas' history in February of 2008.  As Managing Director, David hopes to continue the legacy of impacting the lives of others. 
 
David is a current member of The Million Dollar Round Table (MDRT), qualifying for membership in 2003, 2005-2008, and 2010-2015. He is also recognized through NAIFA, as a National Quality Award and National Sales Achievement Award Winner. In 2009, David was honored as one of the best and brightest in Northwest Arkansas by the Business Journal as a "40 under 40" award recepient.
 
David resides in Fayetteville, AR and is married to Becky. They have one daughter, Kierstin.
 

 
 David L Houston

David L Houston

Wealth Management Advisor
david.houston@nm.com

Mr. Houston retired from the banking business after sixteen years, as President and CEO of an Oklahoma-based institution. Mr. Houston became President of the $10 million, four-employee institution at age 25. By 1991, the savings bank had grown into a $600 million institution with over two hundred employees and sixteen offices. The institution and related assets acquired under Mr. Houston’s direction sold for $125 million.

He has served on numerous local, state, and national boards and commissions, including twenty-five years on local hospital boards. Mr. Houston is a personal and business planning advisor. 

Education

  • Graduate Degree in Banking from Louisiana State University
  • Bachelor of Science in Business from Oklahoma State University

Awards and Recognition

  • Northwestern Mutual Forum
    1999 - 2001, 2003, 2005, 2007, 2009 - 2011
     
     
    1999-2001, 2003, 2005, 2007, 2009-2011
  • Most Valuable Producer 2006 - 2007, 2009
  • Million Dollar Round Table Qualifying Member: 1993-2000
  • Million Dollar  Round Table Qualifying/Life Member: 2001-2009
  • National Quality Award 1993-1996, 2000-2009
  • National Sales Achievement Award: 1998, 2001-2002
  • Life Impact Award

Associations and Memberships

Leadership Oklahoma

Leadership Oklahoma City
Downtown Rotary Club - Paul Harris Fellow
Oklahoma Foundation for Excellence
Deaconess Hospital Board - Former Chairman
Economic Club of Oklahoma
State Ethics Commission - Former Chairman
Achievement Award - State Chamber of Commerce

 
 Dennis Charles Burbank

Dennis Charles Burbank

Financial Representative
dennis.burbank@nm.com

My Networks: LinkedIn Twitter

Dennis, a 1991 graduate from Oklahoma State University, joined Northwestern Mutual as a “career-changer” in 2008 after moving home to Oklahoma from Florida where he served as Director of National Corporate Partnerships for the NBA’s Miami Heat. Dennis earned his Bachelors of Arts in Political Science  at OSU and has spent the majority of his working career in Business & Corporate Development.   

Dennis quickly positioned himself for success by achieving Pacesetter First 40 (2009), Star Club Sappire (2009-2011) & Emerald (2012-2013), 100 Lives Club (2011-2012), Bronze (2009), Silver (2010), and Gold (2011) New Financial Representative Awards, MDRT Qualifying Member (2012-2013), NSAA (2010), NAIFA Quality Award (2011-2013), 2010 Best Year Ever, and has consistently won the Life Impact award from 2010-2013.

Dennis is a qualifying member of the Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors. In June of 2009, Dennis became the Field Director in Stillwater, OK where he was in charge of recruiting and agency development.

As of July 14, 2011, Dennis was appointed as Managing Director of the OKC metro area. With his office located in Midtown Oklahoma City, Dennis is charged with growing the territory by building the infrastructure to support the existing Representatives in the office and in attracting prospective clients and Representatives to the organization.

Dennis and his wife Julie have two children – daughter Jordan (12) and son Drew (8).  Dennis serves on the Boards of the Oklahoma City All-Sports Association and Edmond All Sports, Inc. Julie and Dennis enjoy scuba diving and traveling when not chasing Jordan and Drew around on the soccer field, baseball diamond, basketball court or ice rink!  

 
 Frank A Fisher Jr

Frank A Fisher Jr

Financial Representative
frank.fisher@nm.com

 
 Jake Robbins

Jake Robbins

Financial Representative
jake.robbins@nm.com

My Networks: LinkedIn

Jake Robbins is a Wealth Management Advisor at Northwestern Mutual.  Originally from Ada, Oklahoma, he played golf for East Central Oklahoma University from 2006-2008. While attending East Central University he served as the Vice President of the Student Athletic Advisory Committee for the Lone Star Conference. He then received his Bachelor of Business Administration in Finance at the University of Central Oklahoma, Edmond, Oklahoma in May of 2011.

Jake began his career as a financial advisor as a college intern while attending the University of Central Oklahoma.  After completing the Northwestern Mutual internship program ranked in the top 1% across the country, he began his career as a full-time financial advisor specializing in providing solutions to Physicians, Dentists, and Executives. In addition to serving as the disability specialist and the group disability specialist for Northwestern Mutual, he is also one of 4 Northwestern Mutual Advisors to sit on the disability insurance product advisory committee, which is a select group of advisors chosen by the Northwestern Mutual home office to assist them with the design of their disability insurance policy offerings.

Jake was awarded the National Association of Insurance and Financial Advisors Quality Award in 2013 and 2014, Northwestern Mutual Rookie of the Year for 2012 and 2013, Northwestern Mutual Lives leader in 2012, and New Client leader in 2012 and 2013.  He is a member of the Million Dollar Roundtable (2014-2015), and holds his FINRA Series 6, 7, 63 and 65 licenses. 

Jakes professional mission statement is, “Our business is wealth management.  Our mission is positive outcomes.”  He is a member of the National Association of Insurance and Financial Advisors, Oklahoma City Chamber of Commerce, & Physicians Nationwide. Outside of work he enjoys Golf, Tennis, Fitness, OKC Thunder Basketball and OU Athletics.  Jake volunteers for the Central Oklahoma Human Society and the Red Cross.  He currently resides in Edmond, Oklahoma with his wife Raegan, his newborn daughter Emerson, and their four awesome dogs.  Jake can be reached at jake.robbins@nm.com.     

 
 James A Buchan

James A Buchan

Financial Representative
james.buchan@nm.com

Jim has been with Northwestern Mutual since 1971. He was the 1998 agent of the year for Oklahoma Association of Insurance and Financial Advisors. He’s been MDRT for 32 years, NQA 34 years and NAIFA trustee from 2003-2005.   He has a BSBS in finance and insurance from the University of Arkansas as well as being an adjunct instructor of insurance at the University of Tulsa for 9 years. Jim has earned his has earned his CLU®,  ChFC®, and LUTCF certifications.

 
Jim resides in Tulsa with his wife Karen. They have 3 children and enjoy spending with with their four grandchildren. He loves playing golf, competitive bicycling and is a watercolor artist.
 
 

 
 Jeanne Ann Lowrey

Jeanne Ann Lowrey, CLU®, ChSNC

Financial Representative
jeanne.a.lowrey@nm.com

My Networks: LinkedIn Facebook Twitter

Jeanne A. Lowrey, CLU® & ChSNC was born and raised in Woodward, Oklahoma. She is the youngest of four children of an attorney father, Harold, and volunteer extraordinaire, Virginia. Jeanne taught Special Education for a total of 17 years, but wanted a different challenge and build upon her “entrepreneurial spirit” while still fostering her love of teaching.  It is this pursuit that brought Jeanne to Northwestern Mutual in 1999 while living in the Valley of the Sun, Arizona from 1987 - 2012 where she began teaching adults about the financial world and how to secure their futures. From 1990-93 Jeanne spent time living abroad in Bad Vilbel, Germany. In late 2012, she moved to be closer to family and start a fresh new life in her beloved home state of Oklahoma. Jeanne rejoined Northwestern Mutual, this time in Oklahoma, in 2013. Jeanne specializes in working with women entrepreneurs & professionals as well as working with families who have a loved one with special needs to have financial security.

 
 Joe B Kreger

Joe B Kreger, MBA, CFP®

Financial Advisor
joe.kreger@nm.com

Joe was raised near Tonkawa, Oklahoma on a beef cattle and wheat farm. Before joining Northwestern Mutual, he worked in commercial and agricultural lending for a locally owned bank. Later, Joe managed a mid-size ranching operation, adding significant value and marketing the operation to investors at a substantial profit.  He then worked as a professional management and marketing consultant.  During these years, he traveled throughout the Southern United States, consulting with various professionals and business owners concerning their ranching interests. He currently serves genuine, motivated business owners and professionals who want financial security and to leverage their financial resources to accomplish what is most important to them and their families.

 

Joe received both his Bachelors of Science in Agriculture and his Masters of Business Administration from Oklahoma State University. He is a Certified Financial Planner certificant and holds the Series 6, 63, 66, and 7 securities licenses.  He is the chairman of FarmHouse Oklahoma Builder of Men Scholarship, a member of OSU William S. Spears School of Business Alumni Board and OSU MBA Program Advisory Council. Joe has been a Million Dollar Round Table qualifying member from 2004-2011, received the National Quality Award from 2002-2010 and was named among OSU MBA Program’s Honored Top 50 Alumnus of the program’s 50 Year History from 1961 – 2011.

 

Joe is a member of Crossing Community Church and resides in Oklahoma City with his wife Traci and their daughter Caroline and son Landon. 

 
 Joshua D Montanez

Joshua D Montanez

Financial Representative
joshua.montanez@nm.com

My Networks: LinkedIn Facebook

Josh, a graduate from the University of Arkansas, joined Northwestern Mutual in 2012 as an intern. He quickly reached his Power of 10 Achievement and became a full-time financial representative for the Northwest Arkansas district office. Within his first six months, he achieved his Power 40 Award. During the start of his career, he became life and health insurance licensed, Series 6 and 63.

The areas that Josh enjoys helping his clients in include: personal risk management planning, business planning, retirement planning, education planning, and more.

Josh and his fiancé, Caroline, live in Fayetteville, AR and are avid Arkansas Razorback fans. When he is not hard at work helping his clients grow, he enjoys traveling and hanging out with friends and family.  

 
 Justin B Boeving Sr.

Justin B Boeving Sr.

Financial Representative
justin.boeving@nm.com

My Networks: LinkedIn

 
 Justin M. Nelson

Justin M. Nelson, CFP®, RICP®, ChFC®, CLU®, CASL®

Financial Representative
justin.m.nelson@nm.com

My Networks: LinkedIn

Justin Miles Nelson born in 1970. He received a Bachelor of Science in Accounting from Emporia State University, 1992.

Chartered Financial Consultant® (ChFC®): Sponsored by The American College (www.theamericancollege.edu), designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.

CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant: Sponsored by the Certified Financial Planner Board of Standards (www.cfp.net), designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.

Chartered Life Underwriter® (CLU®): Sponsored by The American College (www.theamericancollege.edu), designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.

Serving Clients at Northwestern Mutual since 2012.  Prior to Northwestern Mutual, Owner/Franchisee Brown’s Shoe Store March 1995 – November 2011.

Justin specializes in Medical Markets, Pharmacists, Optometrists, Business Owners, Investments, Retirement Accumulation and Advisory, and Retirement Distribution Planning.

Married to Joy Nelson since 11/01/1997, together they have two sons, Riley and Miles, and one daughter, Hope.  He is a member of the First Baptist Church Muskogee, OK since March 1995.  Justin and his family enjoys to travel, watching college basketball and football, amusement parks, history, and architecture.

MISSION STATEMENT

"Guiding people along the best financial pathway for their life; advising them with strategic solutions, watching and walking with them every step of the way."

VISION STATEMENT

"Intentional strategic planning structured to accomplish the Client's financial security goals with a high probability of success delivered by a designated and certified financial professional committed to excellence in Client experience."

 

 

Justin Michael Kasparek


justin.kasparek@nm.com

My Networks: LinkedIn Facebook

Justin Kasparek considers himself a regular guy who loves his family and works hard.  His motto is to “always do the right thing.”  He brings this belief to Northwestern Mutual after starting his insurance career at another firm.  A graduate from the University of Tulsa, Justin enjoys cooking for his wife and two children, playing guitar and playing chess.  He looks forward to a long career of learning, providing quality service to his clients and traveling upon retirement someday.

 
 Kyle Blake Kelley

Kyle Blake Kelley

Field Director
blake.kelley@nm.com

My Networks: LinkedIn

Blake joined Northwestern Mutual as an intern and quickly became a full-time Financial Representative in August of 2010. He received his bachelors from Rogers State University, holds an insurance license, and is Series 6 & 63 securities registered.

Blake has achieved Pacesetter 40,  and was appointed as College Unit Director in January 2012.

Blake is a member of Broken Arrow Golf and Athletic Club and NAIFA.

Blake currently resides in Tulsa, OK with his family, where they are members of Church at the Landing Community Church. In his spare time, he enjoys golf and anything else sports related.

 

 
 Laith Tyler Smith

Laith Tyler Smith

Financial Representative
laith.smith@nm.com

My Networks: LinkedIn

Laith Smith graduated from the University of Arkansas, Walton College of Business, with a degree in Personal Financial Management in 2006. Laith has been a full-time Financial Representative since he graduated and just completed his third year. He began his career with Northwestern Mutual as a College Financial Representative in our Internship program in October of 2004. As a College Representative, Laith qualified for Power of 10  in 2006 and Winter Camp. Laith enjoys motorcycles, golf and cycling in his free time.

 
 Larnce D Hicks

Larnce D Hicks, CLU®, ChFC®

Financial Advisor
larnce.hicks@nm.com

My Networks: LinkedIn Facebook

 
 Lars Gwartney

Lars Gwartney, CFP®, ChFC®, CLU®, CASL®, RICP®

Financial Representative
lars.gwartney@nm.com

My Networks: LinkedIn Twitter

Before joining Northwestern Mutual, Lars spent over 5 years in ministry, 3 years in banking, and was also involved in coaching, teaching and facilitating seminars for a year. As a Financial Representative, Lars wants to help improve relationships and provide peace of mind by helping people articulate, protect, and achieve what is most important to them. He considers it an honor to listen to your story and help you develop a plan to achieve your financial goals.

Lars received his Bachelor of Arts from Oklahoma Wesleyan University and is a member of National Association of Insurance and Financial Advisors. He has achieved Pacesetter 40, Perfect Circle Award, was number 2 in the region for the fall loan campaign in 2010, and number 2 in the entire company for investment business sourced.

Lars resides in Tulsa with his wife, two daughters and son. He and his wife both lead a community group at their church, volunteer with Toys for Tots, the Laura Dester Shelter, and Clean Slate. When not serving the community Lars enjoys working out, playing sports, reading, and spending time with his four brothers and their families.

 
 Matt Streck

Matt Streck

Financial Representative
matt.streck@nm.com

My Networks: LinkedIn

 
 Matt Tyler Longan

Matt Tyler Longan

College Unit Director
matt.longan@nm.com

 
 Matthew Don Houston

Matthew Don Houston

Managing Director
matthew.d.houston@nm.com

Matt graduated from Oklahoma City University with a degree in business Administration, focusing in Management and Finance.  During his time at OCU, he was involved with the athletic program by playing baseball.  Matt was drafted by the Baltimore Orioles in the 2003 First Year Player Draft.  In the following four years, Matt played professional baseball and completed his college degree.

In 2007, Matt joined Northwestern Mutual as a Financial Rep, became a Field Director in 2009 and a Managing Director in 2010.  Matt is married to Lindsay and they live in Oklahoma City. 

 
 Noah R Parris

Noah R Parris, CFP®, MBA, CLU®, RICP®

Financial Representative
noah.parris@nm.com

My Networks: LinkedIn Facebook

Noah joined Northwestern Mutual in December 2010, transitioning to us from a career in the Telecommunications and Tax/Accounting Software industry where he was involved primarily in business development and strategic selling roles.  Noah was consistently a top producer in his production roles for the 15 years prior to joining our firm.  He achieved Bronze Top 50 for the first full “Awards Year” that he was in the business.  Noah holds an MBA in Investment Finance from Oklahoma State University and attended Oral Roberts University earning his Bachelor of Science in Business Management.  Noah admits that he’s highly competitive and has a love for coaching, stemming from his days in baseball and basketball. He is a Desert Storm Veteran in the U.S. Marines Corps and was also recognized as the Big Brother of the Year for the state of Oklahoma in 2004.

 

 

Noah is married to Christina with their two beautiful daughters – Lauren & Liliana.  Noah loves to write, participate in sports activities, spend time with his family, coach new FR’s, and set and achieve big goals!

 
 Omar Adam Ahmadieh

Omar Adam Ahmadieh

Financial Representative
omar.ahmadieh@nm.com

 
 Philip H Pedlow III

Philip H Pedlow III


philip.pedlow.iii@nm.com

 

Philip is married to Callie and they live in Norman with their dog, Brady. He started with Northwestern Mutual as an intern at The University of Oklahoma in 2002.  He went Full-Time in 2007 and achieved the Pacesetter 40 award in his first 6 months.  He was a College Unit Director from 2009-2012. In 2010 he quickly developed his team to become the #2 Field Director in his category.  In 2013 he decided to return to his passion in the Internship Program and became the Recruiting and Development of Campus Advisors for the Oklahoma and NW Arkansas Territory.  He is currently a Financial Advisor and is back to developing Full-Time Advisors to help them achieve success and impact their communities.

 
 Phillip B Franczyk

Phillip B Franczyk

Financial Representative
phil.franczyk@nm.com

Phillip Franczyk retired as Managing Partner of the Northwestern Mutual-Oklahoma/Northwest Arkansas on December 31, 2008. He is currently Managing Partner Emeritus and consults on a part-time basis.

Born in Chicago, Illinois, Franczyk received a BBA degree in Accounting in 1971 from the University of New Mexico. He joined Northwestern Mutual in 1970 as a college intern in Albuquerque and then became a full-time representative upon graduation. He was appointed a College Unit Director in 1975 and Agency Supervisor in 1979. In 1980, he first joined the Home Office of Northwestern Mutual as an Assistant Regional Director of Agencies, acting as a liaison between the Home Office and 15 network offices in the Eastern Region.

Franczyk received his Chartered Life Underwriter (CLU®) designation in 1974 and was the youngest New Mexico representative to be both a CLU and a Life Member of the Million Dollar Round Table when he came to the Home Office. In 1983, he served as a Managing Director in Fort Worth, Texas on an interim basis before his appointment as Managing Partner in 1984.

He received his Chartered Financial Consultant (ChFC®) designation in 1984 and a Master of Science in Financial Services (MSFS) from the American College the same year. In 1994, he received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification signifying him as the first in his office to do so.

In 1996 Franczyk returned to the Northwestern Mutual Home Office as a Vice President of Agency Development. In this role, he worked directly with approximately 20 Northwestern Mutual Network Offices in assisting their growth and development. At the same time, he was an integral member of the team which brought the Northwestern Mutual Financial Network to fruition. The Network provides expert guidance on insurance, investment products and services, retirement and estate planning, education funding and employee benefits.

Upon serving in that role for 5 years, he returned to the field as Managing Partner in January 2001. The Northwestern Network Office in Oklahoma/Northwest Arkansas has received numerous production and development awards under his leadership.

He has been active in the financial services industry: a current board member of the local chapter of the National Association of Financial Advisors; Past President of the General Agents and Managers Association-Fort Worth; Past President of the Southwest General Agents and Managers Association. He is a Past President of the University of New Mexico Letterman’s Association and currently serves on several boards raising funds for local charities.

He and his wife, Carol, live in Tulsa. They have three children, all of whom have a relationship with Northwestern Mutual. His hobbies include golf, exercise, and travel.  

 
 Rachael Lynne Romeo

Rachael Lynne Romeo

Financial Representative
rachael.romeo@nm.com

My Networks: LinkedIn

 
 Ramona S Bienstock

Ramona S Bienstock, LUTCF

Financial Representative
ramona.bienstock@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Robert E Pearson Jr

Robert E Pearson Jr, CLU®, ChFC®, CASL®

Financial Representative
rob.pearson@nm.com

My Networks: LinkedIn Facebook

Rob Pearson is a graduate of the University of Arkansas at Little Rock with a B.B.A.in Finance. Rob moved to Tulsa in 2007 and joined Northwestern Mutual in May, 2008.  He completed his CLU designation in 2011 and is a member of the LEAD program.

Rob resides in Tulsa and has two children, Katie 8 and Parker 6. 

 
 Ryan C Lawrence

Ryan C Lawrence

Financial Representative
ryan.lawrence@nm.com

 
 Sam Stoia

Sam Stoia

Financial Representative
sam.stoia@nm.com

I have represented Northwestern Mutual since 1990.  My specialties include;  Business Continuation, Business Life Insurance, Business Succession, Business Needs Analysis, Personal Needs Analysis, Retirement Solutions, Retirement Income Planning, Estate Analysis, Disability Insurance, and Long Term Care Insurance. 

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

I am a graduate of The University of Oklahoma, and a member of the OU Football Letterman's Association. 

 
 Sharon C Herrick

Sharon C Herrick, CLU®, CASL®

Financial Representative
sharon.herrick@nm.com

My Networks: LinkedIn Facebook Twitter

Sharon has been associated with Northwestern Mutual  since 1987 serving as an associate financial representative from 1987 to 1999 and then as a financial representative from 1999 to the present.

She holds CLU and CASL designations as well as series 6 and 63 security licenses.  She has been active in NAIFA since 2001 and is a 2013 LILI graduate.  She is a member of NAIFA-WA board, past president and currently serving as national committee person for 2015 – 2016 and is serving as the 2015 IFAPAC chair for NAIFA-AR. She is the recipient of the industry’s National Quality Assurance award for the past 13 years.  She was awarded the Gaylon Brown Lifetime Leadership Award by NAIFA-WA in 2012.

Sharon has been a member of Girl Scouts Diamonds of Arkansas, Oklahoma and Texas for 28 years, both as a troop leader for 15 years and as a volunteer  for 13 years. She is currently serving as second vice president on the State Board and property committee of the Board. She has chaperoned girl trips to Mexico and Switzerland.   Sharon serves also on the board of the Senior Care Alliance of Fort Smith and the Fort Smith Montessori School and is a member of the Advisory Committee of Audrey’s Home of Hope, Bella Vista, AR

Sharon lives in Van Buren, AR, with her husband of 42 years and has two grown children. She feels fulfilled when helping people realize their goals and dreams.  She enjoys all her volunteer work and has no plans to stop.  She enjoys cooking, hiking and reading historical novels.

 
 Stephen Lewis Feemster

Stephen Lewis Feemster, CFP®

Financial Advisor
stephen.feemster@nm.com

My Networks: LinkedIn

Before coming to Northwestern Mutual in 1999, Steve was a CPA with Ernst & Young in Dallas, Texas. He has a BBA in Accounting from University of Texas at Arlington, Magna cum Laude. 

Steve has qualified for MDRT multiple times and also was honored with the National Quality Award in 2002 and 2008. He served 4 years with the US Army´s 82nd Airborne Division before starting college and still works out most mornings.
 
Steve is married to Kelly and has 3 boys, Thomas, Matthew and Samuel. 

 
 Tag J. Horner

Tag J. Horner

Financial Representative
tag.j.horner@nm.com

 
 Taylor Rayburn

Taylor Rayburn, CFP®, RICP®

Financial Representative
taylor.rayburn@nm.com

My Networks: LinkedIn

 
 Thomas Henry Craft

Thomas Henry Craft

Managing Director
thomas.craft@nm.com

My Networks: LinkedIn

Tom started with NMFN in May 1999 after being self-employed for years. He has a BA degree in theology from Baptist Bible College and a BS degree in biology from Northeastern State University. 

 Tom is the president of National Association of Insurance and Financial Advisors in Tulsa and been MDRT over the last several years.
 
Tom is married to Callvina, has 3 children and 1 grandson. 

 
 Thomas James Lawson

Thomas James Lawson

Recruiting Field Director
tj.lawson@nm.com

My Networks: LinkedIn

Before joining Northwestern Mutual in October of 2010, TJ worked in the corporate environment where he developed skills that have benefited his career.  He is a graduate of the University of Oklahoma and a proud alumni of the Beta Theta Pi fraternity.  TJ lives in Norman, OK with his wife Katie and son Tucker.  In his spare time, TJ enjoys family time, OU sports, the Thunder, playing golf, and pool time in the summer. 

TJ achieved Pacesetter 40 in his first 6 months, was promoted to College Unit Director, Field Director, and now in his current role as Recruiting Field Director.  TJ enjoys running his own practice, as well as, helping others succeed in the business.

 
 Timothy F Hankins

Timothy F Hankins, CLU®, ChFC®

Financial Representative
tim.hankins@nm.com

Mr. Hankins is a personal and business planning advisor. He is credentialed by the American College with the Charted Life Underwriter (CLU), and Chartered Financial Consultant (ChFC)  designations. Mr. Hankins began his career with Northwestern Mutual in Tulsa in 1977. He has had the privilege to grow with his clients and watch them raise their children as they assumed positions in their business and professional lives. He has given back to the community by his participation in the Boy Scouts, youth basketball, The Tulsa Chamber, Parent Services Advisory Board, The Tulsa Library Trust and the Red Ribbon Campaign. Northwestern Mutual has kept its promises and has allowed him to deliver quality financial products and services that now span three generations. He looks forward to providing honest recommendations that create value to his present and future clients utilizing the products and support of a world-class company.

 
 Tracy Thomas Martino

Tracy Thomas Martino, CASL®, CLTC

Financial Representative
tracy.martino@nm.com

My Networks: LinkedIn Facebook

Prior to becoming a financial representative with Northwestern Mutual, Tracy spent 25 years with a Fortune 500 company holding positions of Director of Sales, Director of Rental, and General Manager. Tracy has earned the Certified in Long Term Care certification and holds the Series 6 & 63 security licenses.

Tracy is committed to listening to you closely so he can assist in achieving financial security for your family or business. He will partner with you to identify your financial goals, suggest a strategy for yo to reach those goals, and work with you for implementation throughout your lifetime.

Tracy is a member of the Edmond Chamber of Commerce, Oklahoma City Chamber of Commerce, Leadership Edmond, and Edmond Citizens Police Alumni Association. His volunteerism includes the 2010 Worlds Sitting Volleyball Championship, Trick or Eat Food Drive - Edmond Young Professionals, Interim member of Upward Transitions, and Edmond Meals-On-Wheels.

Tracy resides in Edmond, OK with his wife Cynthia and enjoys gold, hiking, bowling, and continuing education.

 

 
 Will Luttrell

Will Luttrell


william.p.luttrell@nm.com

I’ve been a loyal resident of Oklahoma City since I was 4 years old when my family moved from Perth, Western Australia in the early 90's.  I love Oklahoma.  And the reason is very simple: the people.  Adam Duritz, lead singer of the Counting Crows, said it best one time while in OK - "A couple days in Oklahoma will open your eyes to how much better it would be if the rest of the country was filled with a few more people from Oklahoma."  It's the people, the Okies, that kept me from "moving to California" after college and I'm proud to say I've never looked back. 

I remember what it sounded like at 9:01 on April 19th, and the affect it had on our community.  I understand the impact of MAPS and the progress we've made by saying yes to a penny.  The leadership of OKC had the foresight to see that if we planned appropriately, and laid a solid foundation early, the future would be bright.  To say they were correct would be an understatement and I look forward to the future of OKC.  Now, thanks to Northwestern Mutual, I have the ability to give back to the community that has already given so much to myself and my family.    

I was blessed to join Northwestern Mutual on January 4th 2016 and the planning on.  The year got even better on September 16th, when the love of my life, Raegan, walked down the aisle and said yes.  And encase that wasn't enough, we capped off 2016 with a bang on New Year's Eve as we found out we'd be welcoming our first child on September 3rd, 2017.  Needless to say, I am extremely grateful to have been given the oppertunity to give back and provide for my growing family with a promising financial practice.  Thanks to the hard work of many, Rae and I have been able to grow together and truly make a difference in the lives of others along the way.  We look forward to doing the same 2017!

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