Jeffrey C Hackbarth, CLU®, ChFC®

Wealth Management Advisor

My Team

 
Dustin Hackbarth

Dustin Hackbarth

Financial Planning Assistant

My professional background in civil (U.S. Senate) and military service (Army) has fostered within me a commitment to serving others. Having deployed three times during my military career and having raised four kids throughout the process, I personally understand the essentiality of creating a secure and healthy financial life for one's family and urgently appreciate the need to plan for unforeseen circumstances. With this knowledge in mind, I've embarked upon a career in financial planning that allows me to help individuals and families create the life and livelihood they want for the ones they love.

 
Jody A Schroeder

Jody A Schroeder

Associate Financial Representative
Office 920-235-5540

Jody joined Jeff’s team and Northwestern Mutual in August 2005. She has her licenses in Life and Accident & Health.  Jody is also Series 6 and 63 securities registered.

She assists Jeff with his business by processing investment client service requests, brokerage account trading, onboarding for all new clients and accounts, and assisting with rollovers and transfers.  She also assists with insurance and annuity service requests, new applications and underwriting, scheduling appointments and client review letters.

Jody lives in Omro with her husband Mike and are recent empty nesters. She has a Bachelor of Science Degree and enjoys time with friends and family, crafting and an occasional good book.

 

 
Thomas Gregory Moely

Thomas Gregory Moely

Investment and Planning Associate
Office 920-235-5540

Thomas joined the team in February of 2022.  He is licensed in Life and Accident & Health.  Thomas also holds the Series 7.  Thomas graduated in the spring of 2021 from UW-La Crosse with a Bachelor's Degree in Finance.  Thomas assists with financial planning and investment research for Advisory accounts.

In his free time, Thomas enjoys the outdoors as well as attending concerts and sporting events. 

 
 

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