My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Megan E Lord

Megan E Lord

Associate Financial Representative
Office 262-475-0890

Megan joined our team in May 2016. 

She currently holds her Wisconsin license in Life, Accident, Health, and Long Term Care. Her main goal is to give our clients the best customer experience possible.  She is very detail oriented, has great time management skills, and is excited to see what her future with Northwestern Mutual has in store for her.

Megan and her husband Steve, live in West Bend with their 3 kids, Sadie, Braelynn, and Quinnlin.  In her spare time, she enjoys spending time with family, attending sporting events, and cooking/baking.

How can Megan help you?

  • Oversee day to day office operations
  • Resource for answering questions on new and existing accounts
  • Coordinate the completion of new account paperwork
  • Provide assistance with case preparation
  • Process any account changes
  • Coordinate Financial Workshops
 
Chelsea Mengsol

Chelsea Mengsol

Associate Financial Representative
Office 262-317-9864

Chelsea joined our team in 2018.

She currently holds her Wisconsin license in Life, Accident, and Health.  She has worked in customer services for over 8 years. Chelsea enjoys working with the team and strives to provide exceptional customer service.

Chelsea resides in Kewaskum, Wisconsin with her daughter. She enjoys traveling with family and golfing when she has time.  Chelsea is an avid Brewer’s fan and attends as many games as possible.

How can Chelsea help you?

  • Underwriting Operations
  • Schedules appointments and account reviews
  • Welcomes referrals and networking opportunities
  • Coordiantes Marketing efforts
 

Brian D Schellinger

Wealth Management Advisor

 

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