Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck Securities and Mutual Fund orders can only be placed by phone or in person. Zach has earned his Series 7 and 63 as well as his Life, Health, and Accident Insurance license. Zach has been in the financial services industry since 1997. He enjoys developing long, lasting relationships with our clients. In addition, Zach is responsible for managing the day-to-day financial operations of the business, financial planning development, overseeing all trading activities, and the training and development of team members. Zachary's primary role centers around the development and implementation of investment strategy as well as the ongoing research and review of client portfolios. Zachary has an effervescent personality, saying he is “on the quirky side of normal,” which makes him a fantastic entertainer and storyteller, as he loves to bring people together. Zach also loves adventurous outdoor activities including learning power paragliding, target shooting, ziplining, lumberjacking, and surfing. Zachary enjoys metal detecting, treasure hunting, and collecting pennies. He also cares for all animals and has even wrangled rattlesnakes. He has a passion for helping others and has donated his kidney and his liver. Zachary lives in Phoenix, Arizona and is originally from Wisconsin. Servicing insurance and annuity policies.Barb currently holds the following professional licenses FINRA Series 6, 7, 63, and 65 investment registrations as well as her Life, Accident, and Health insurance license. Barb has earned the CLU ® designation through The American College. Barb is a member of the Financial Planning Association (FPA). ![]() ![]() In addition, Barb is responsible for developing processes, managing the day-to-day operations of the business, hiring, training, and developing team members to ensure that our team is delivering the highest quality experience to our clients. Barb’s primary role centers around assisting our clients with more complex insurance need through the application and underwriting process. PROFESSIONALīarb has been in the insurance and financial services field since 1998. Barb enjoys spending time with her family and friends, cooking, baking, and traveling. Barb and Chris have two children, Jacob and Genevieve. Barb’s husband Chris serves as a Lieutenant firefighter for the City of Troy. Barb was born and raised in Troy, New York.
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