Jeffrey C Hackbarth, CLU®, ChFC®

Wealth Management Advisor

My Team

 

Jody A Schroeder

Office 920-235-5540

 


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 your 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.

 

 
 

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