Associates

Our financial representatives are the face of our organization. They not only represent Northwestern Mutual, 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.

 
 Adam C. Fitch

Adam C. Fitch

Financial Representative
adam.fitch@nm.com

My Networks: LinkedIn Facebook

 
 Adam James Stoffey

Adam James Stoffey

Financial Representative
adam.stoffey@nm.com

My Networks: LinkedIn

Adam began his career at Northwestern Mutual as a college intern in 2011 and transitioned to a full time Financial Representative in May of 2012.  Together with his team, Adam helps business owners and families discover and implement strategies to secure their future with personalized, comprehensive financial planning.  His unique approach of combining insurance and investment solutions has helped many of his clients accumulate wealth, prepare for retirement, and address other financial goals while protecting their families in the process.

In September of 2013, Adam began the internship program in Colorado Springs. Adam manages the internship program of 10 College Financial Representatives.  In addition to running a successful practice, Adam also hires, trains, and mentors new Northwestern Mutual College Representatives.  Through his tutelage and steadfast coaching, the office has grown and received acknowledgment for the amazing group of people that attribute to the Colorado Springs philosophy of personal responsibility, work ethic, and integrity.

 

Ashley Sally Hill

Financial Representative
ashley.hill@nm.com

Ashley is a Colorado Springs native whom attended University of Denver where she received her Bachelors of Arts degree in International Studies and Anthropology. After joining the Northwestern Mutual team in 2015, Ashley has built lasting relationships with clients while helping them achieve their financial goals.

 

In her free time, Ashley can be found skiing, traveling, camping or outside playing with her two dogs.

 
 Benjamin Joseph Harvey

Benjamin Joseph Harvey, CLU®, ChFC®

Wealth Management Advisor
benjamin.harvey@nm.com

My Networks: LinkedIn Facebook

Ben has been an advisor of Northwestern Mutual since 2000.  He quickly realized this was his passion and loves helping families and businesses plan for their financial future. Ben diligently gets to know each one of his clients and develops a t level of trust and mutual respect that his clients value.  He believes in a holistic approach to assisting people in planning their futures, and is gratified by helping others reach their goals and dreams.  Ben believes in building relationships for a lifetime, living alongside his clients, allowing him to aid his clients in all current and future financial phases.

As a Wealth Management Advisor with Northwestern Mutual, Ben also enjoys helping new financial professionals develop their skills and businesses.  He believes in continued education and personal business growth to better serve his clients. Therefore, Ben has committed to reaching the highest levels of certifications within the Northwestern Mutual realm and has steadily done so his entire career.

 Benjamin Harvey's Education & Training

  • ChFC® - Chartered Financial Consultant
  • CLU® - Chartered Life Underwriter
  • Series 7, 66, 63, and 6
  • Life and Health Insurance License
  • Wealth Management Advisor
  • B.A., Colorado College, Russian and Comparative Literature

Awards

  • Northwestern Mutual Forum Acheiver 2012-2015
  • Northwestern Mutual Western Regional Top 10 2015
  • Northwestern Mutual Financial Security Award Top 100 2013-2015
  • Million Dollar Round Table Qualifier 2005-2009
  • NAIFA Quality Award 2011-2015

Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Member of Colorado Association of Insurance and Financial Advisors (CAIFA)
  • President of NAIFA - Colorado Springs 2010-2011
  • Colorado Springs Estate Planning Council 

 
 Charlie Dunn

Charlie Dunn

Wealth Management Advisor
charlie.dunn@nm.com

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

 
 Derek J Martin

Derek J Martin, MBA, CFP®, ChFC®, CLU®

Financial Advisor
derek.martin@nm.com

My Networks: LinkedIn

Derek Martin is a Michigan native and attened Kalamazoo College where he earned a Bachelor’s degree in Finance and Economics and Health Sciences.  Derek has also earned an MBA with a specialization in Coprorate Finance.  He previously worked with small blue-collar business owners to help navigate their operations and finances; feeling the need to serve the country he loves, Derek earned the title U.S. Marine and served as an active duty officer for five years.

After serving his country, Derek desired to continue to serve others and decided to continue his career in finance by helping all indivudals specializing in business owners, retirees, and agriculturally inclinded businesses to mitigate risk and guide them through the ever changing complexities of finance.  Derek stays loyal to his hardworking midwestern mentatlity that pushes him to always do his best when serving his clients. 

 

 
 Don Sperry Redd

Don Sperry Redd

Financial Representative
sperry.redd@nm.com

My Networks: LinkedIn Facebook

 
 Eric P Burns

Eric P Burns

Financial Representative
eric.p.burns@nm.com

My Networks: LinkedIn

Eric Burns has spent 20 years building relationships and expertise in the world of banking, insurance and financial services. Eric's mission as a Northwestern Mutual - Colorado Springs Financial Representative is to give perspective on today and help identify your future financial goals. Along with a Network of Specialists, he can provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, he develops enduring relationships with his clients.

 
 J Michael Michael Carroll

J Michael Michael Carroll, CLU®

Financial Representative
mike.carroll@nm.com

J Michael Carroll has been representing Northwestern Mutual since 1985.  Before he can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

 
 Jeff St. Gelais

Jeff St. Gelais

Financial Representative
jeffrey.stgelais@nm.com

Jeff St. Gelais is a 2011 graduate of the United States Military Academy at West Point, NY, with service in Afghanistan from 2012-2013 as a Combat Engineer Platoon Leader.  After five years of service to our country as an officer in the Army, Jeff St. Gelais decided to seek out new challenges. 

Jeff first became a Northwestern Mutual client and was so impressed with the company's values and culture that he sought a career with Northwestern Mutual and hasn't regretted it for a minute.  Jeff chose Northwestern Mutual because of the incredible people, corporate culture, and integrity where "Do the right thing," is more than just a motto, it is in our DNA.

Jeff has always had an interest in personal finance and helping others succeed.  Whether you are an individual, family, or business owner, there is no universal approach.  At Northwestern Mutual, each client is given a customized, objective and unbiased plan to help them achieve financial independence. 

 
 Josiah D Carlson

Josiah D Carlson

Financial Advisor
josiah.carlson@nm.com

My Networks: LinkedIn

 

Julie K Miller

Financial Representative
julie.k.miller@nm.com

My Networks: LinkedIn

Julie has completed an MBA in Accounting and Finance.  Previously, Julie was involved in personal banking and managed retirement plans with T. Rowe Price.

Julie’s personal interests include natural health and fitness as well as spending time with her five children.

 

 
 Mark P Anderson

Mark P Anderson, CFP®, ChFC®, CLU®

Financial Advisor
mark.p.anderson@nm.com

My Networks: LinkedIn

Mark has attained the CERTIFIED FINANCIAL PLANNERTM certification and Chartered Life Underwriter designation.  Mark holds his FINRA Series 7, Series 66, and the Life and Health Licenses for 26 states. Mark is a current member of NAIFA Colorado, Financial Planners Association, and the Million Dollar Round Table.  Mark and his team of Craig Carle and Devin Carle run a comprehensive financial planning practice that specializes in business planning and retirement income planning. His mission is to educate and inspire his clients where a predictable lifetime of financial security is possible. Mark strives to implement thoughtful financial planning around your wealth accumulation, preservation, and ultimate distribution that is consistent with your values and objectives. Mark and his team help families and businesses that are engaged, sophisticated, driven, intelligent, and wanting an optimal plan that is custom tailored to their unique situation.

 
 Mark Perrault

Mark Perrault, CFP®, MBA, CLTC

Wealth Management Advisor
mark.perrault@nm.com

My Networks: LinkedIn

Through personal commitment, professional associations, accreditations and continuing education, Mark Perrault has worked hard since starting with Northwestern Mutual in 2009 to establish a reputation as a respected professional. His primary goal with his career is to build long-lasting relationships with his clients, based on trust, integrity, and loyalty. Mark Perrault strives to meet great people and be a lifelong resources to them in whatever way he can. Mark Perrault has an inner desire to serve both people and his community, a quality that is rooted in his experiences as a former military officer. He is motivated by seeing others succeed and that's what keeps his engine humming.

 
 Matt E. Greene

Matt E. Greene, CLTC®

Financial Representative
matt.greene@nm.com

My Networks: LinkedIn Facebook

 
 Mike F Roth

Mike F Roth

Financial Representative
michael.roth@nm.com

My Networks: LinkedIn

 
 Morgan D Moon

Morgan D Moon, MBA

Financial Advisor
morgan.moon@nm.com

My Networks: LinkedIn

 
 Nate David Samuel

Nate David Samuel

Financial Representative
nate.samuel@nm.com

 
 Noah S Botkin

Noah S Botkin, CFP®, ChFC®, CLU®, CLTC

Financial Representative
noah.botkin@nm.com

My Networks: LinkedIn Facebook Twitter

Noah devotes himself to helping meet his client's wealth management and financial planning needs. Noah also takes tremendous pride in building long term relationships based on integrity, knowledge, and commitment.  Noah and his Team strive to provide the best comprehensive financial planning for everyone they have the privilege of working with.  Noah and his Team help great people attain a lifetime of inter-generational financial security.  Boldly challenging, encouraging and walking through life with their clients, every step of the way.  Noah and his Team endeavor each day, to be their best professionally, personally and in their community, expecting nothing less from those they choose to work with. 

 
 Scott A McKechnie

Scott A McKechnie, CFP®, CLU®, ChFC®

Wealth Management Advisor
scott.mckechnie@nm.com

My Networks: LinkedIn Facebook

After 6 years in the Army, I decided that I wasn't enjoying being a soldier any more. I needed to do something that would be fun, meaningful, and allow flexibility. I answered an ad for financial sales in the local paper. I had been looking at different financial sales companies, as I had always had an interest in personal finance. I ended up really liking the company and the people. The corporate culture and integrity I hadn't found anywhere else in my search of the industry. I joined in April of 1996 and haven't looked back.

 
 Sean C Carroll

Sean C Carroll, RICP®

Wealth Management Advisor
sean.carroll@nm.com

My Networks: LinkedIn

Sean Carroll has represented Northwestern Mutual since 2002. Sean believes that before he can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

 
 Steve McKechnie

Steve McKechnie, M.S., B.A.

Financial Representative
steven.mckechnie@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Tad Vannaman

Tad Vannaman

Financial Representative
tad.vannaman@nm.com

My Networks: LinkedIn

 
 Tom Padrnos

Tom Padrnos, CLU®, ChFC®, RICP®

Wealth Management Advisor
tom.padrnos@nm.com

My Networks: LinkedIn

Careers

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

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