Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Jody A Schroeder

Office 920-235-5540

Staff

We take customer serivce very seriously.  Together, we are commited to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make chagnes to your policy, submit a claim or request any other services, please let them know. They wil respond promptly.

 


Jody A Schroeder

jody.schroeder@nm.com

Office 920-235-5540

 

Jody joined Jeff’s team in August of 2005.  She is a graduate of University of Wisconsin Oshkosh with a Bachelor of Science degree. She is licensed in life insurance, health insurance and holds her series 6 and 63 investment exams.
 
Jody is an Associate Financial Representative who assists with any of the following:
 
  • Serve as your main point of contact
  • Deliver or obtain information prior to or after a meeting
  • Schedule appointments and account reviews
  • Complete and process insurance policies and investment accounts
  • Answer service-related questions about yoru insurance policies and investment accounts
  • Process address, owner, beneficiary and billing changes
  • Facilitate premium payments,deposits, withdrawals and loans
  • Assist with the filing of an insurance claim
  • Participate in the design, implemenation and updating of your personal and business plans
 
Jody lives in Oshkosh, WI with her husband Michael who are recent empty nesters.  Jody enjoys spending time with family, reading, crafting and being outdoors.
 
She shares in my philosophies and will work hard to meet all your needs.

We are committed to provide exceptional customer service to all our clients.

 

 

Jeffrey C Hackbarth, CLU®, ChFC®

Wealth Management Advisor

 

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