Brian D Schellinger

Wealth Management Advisor

Our Team

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 Corday

Chelsea Corday

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
Todd A Kemper

Todd A Kemper

Associate Wealth Management Advisor
Office 262-293-5191

Todd joined our team in 2020 after spending the past fifteen years as a Wealth Management Associate at another financial institution. He is excited to incorporate his knowledge and experience into our practice while delivering an exceptional experience for our clients. 

Todd started in the financial services industry in 1993 after receiving a Bachelor of Business Administration degree in finance from the University of Wisconsin-Oshkosh in Oshkosh, WI. He holds his Wisconsin Life and Health as well as his Series 7, 63 and 66 licenses. 

In his spare time, Todd enjoys spending time with his fiancé Terri and daughter Emily. His hobbies and interests include swimming, golf and playing guitar. He is a die-hard Chicago Bears fan and doesn’t miss a game.


How can Todd help you?

  • Investment Operations

  • Provide assistance with case preparation

  • Coordinate the completion of new account paperwork and any servicing on established accounts.

  • Process security orders and any miscellaneous requests.


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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.