Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Aaron T Tanner

Aaron T Tanner

Managing Director
aaron.tanner@nm.com

Aaron attended both KU and Missouri State University where he earned a BS in Computer Information Systems with a minor in Finance. In February 2004 he joined Northwestern as a Financial Representative in Springfield, MO.  During his first few years in the business Aaron successfully developed a strong client base in the Springfield community which earned him the opportunity to become a College Unit Director in 2006.   As the CUD, Aaron grew a college program from 3 to 15 college representatives and led the office to a finish in the Top 20.

 

After a strong track record growing an internship Aaron earned the chance to become Managing Director of a scratch District Office in Springfield, in July of 2008.  During his time as MD in Springfield, Aaron guided the office from 3 full time advisors to 12 advisors.  Aaron also led that office to their first ever Pacesetter First 40’s with 6 of his new advisors achieving the objective.  Under his leadership the office had 3 new advisors named ‘Rookie of the Year’ winners for RPS Financial Group in the 4 years he ran the District.  During those 4 years the internship program continued to achieve success finishing in the Top 10 multiple times, and having a Top 10 ‘Mike Gish’ award winner. While running a successful District of young advisors, Aaron continued to earn awards in personal production as well, achieving 100 lives, MDRT, and Lives Leaders production levels multiple times.  Aaron was also awarded the OARS Award given to Managing Directors who successfully balance top personal practice production and growth of an office, and also added the DNO Growth Award in 2009 through 2012.

 

With the success and growth of the district Aaron was appointed the Managing Director of the Kansas City, MO District Office in 2013. During his first two years as Managing Director he led the Kansas City Office to back to back Top 10 finishes in the college program out of the 270 offices throughout the country.  In 2014 the Kansas City office finished 1st in the company for the fastest growing District Office by number of advisors.  The Kansas City office has also seen a growth in Pacesetter 40’s with 35% of their advisors now achieving P40 compared to a company average of 12%.   During his time in Kansas City, Aaron has overseen the growth of a leadership team that has grown from 1 College Unit Director to 3 Field Directors, 2 College Unit Directors, 1 College Unit Captain, and 2 Team Captains.   He has also successfully developed a Managing Director who now oversees his former office in Springfield, MO.  In 2013 Aaron was selected to enter the Emerging Leaders Program for Managing Partner development.

 

In his free time Aaron enjoys coaching his kid’s sports teams, playing golf, basketball, and working out, as well as, anything involving Kansas City area sports team.  He is married to Lindsay and they have one son and two daughters.  

 
 Amy Stiner

Amy Stiner, MBA

Financial Advisor
amy.stiner@nm.com

My Networks: LinkedIn Facebook

 
 Austin Torsten Klarin

Austin Torsten Klarin

Financial Representative
austin.klarin@nm.com

My Networks: LinkedIn

 
 Blake A Schlarb

Blake A Schlarb

Financial Representative
blake.schlarb@nm.com

My Networks: LinkedIn

 
 Brent Paul Ussary

Brent Paul Ussary

Field Director
brent.ussary@nm.com

My Networks: LinkedIn Facebook

Brent grew up on a farm in Agency, MO. He attended Northwest Missouri State University while studying International Business. Brent travelled abroad and studied European Studies, Innovations, and Sustainable Development from three Universities throughout Europe. After completion of undergrad studies, Brent completed his MBA in April 2011.

After joining Northwestern Mutual in June of 2011 and completion of P10, Brent went full-time in September of 2011.

Brent has received a number of awards throughout his career as a Financial Representative, including the Runner-Up Rookie of the Year within his Agency, Team Gold Premium Leader for Southern Summer Contest, Life Impact Award, Team Gold Top 10 in the South—Silver Award, and qualification as a member of the Million Dollar Round Table (The Premier Association of Financial Professionals) in 2014.

Brent looks forward to growing his team into the future with Northwestern Mutual. His team consists of himself and AFR, Tara Bries. In his free time he enjoys the outdoors, boating, and travel.

 
 Caleb Boeckman

Caleb Boeckman

Financial Representative
caleb.boeckman@nm.com

My Networks: LinkedIn Facebook

 
 Chad Esslinger

Chad Esslinger, CFP®, CLU®, ChFC®, RICP®, CLTC®

Wealth Management Advisor
chad.esslinger@nm.com

My Networks: LinkedIn Facebook

Chad was born and raised in Clearwater, KS.  He graduated from Kansas State University in 2005 with a Bachelor’s degree in Finance. 

Chad started his career with Mass Mutual in 2007.  He was named Rising Leader his 1stand 3rdyear and in 2009 was a leader conference qualifier.  In 2011, he led the local agency with 91 lives and was the #1 4thyear advisor.

In 2011, Chad made the decision to move companies and began his career with Northwestern Mutual.  Within his first 6 months he achieved Pacesetter 40 and set a new agency record with 73.5 lives.  He followed Pacesetter 40 and hit Pacesetter Second 60, with another new agency record of 121.44 lives.  In addition to his practice, Chad maintains a leadership role as a Field Director for the Kansas City Office, mentoring new financial representatives. 

Chad has obtained his Chartered Life Underwriter (CLU®) designation. He is married to Kelly and they have two children, a daughter named Lola and their son Abe.  Chad is a big K-State fan and enjoys playing golf, running, working out, traveling and eating at local establishments.

 
 Christy Rena Anderson

Christy Rena Anderson

Financial Representative
christy.anderson@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Clint Stull

Clint Stull, CLTC®

Financial Representative
clint.stull@nm.com

My Networks: LinkedIn

 
 Danielle Nicole Sperry

Danielle Nicole Sperry

Financial Representative
danielle.sperry@nm.com

My Networks: LinkedIn Facebook

 
 Dillon Chase Britt

Dillon Chase Britt

Financial Representative
dillon.britt@nm.com

My Networks: LinkedIn Facebook

 
 J. William Schutzman

J. William Schutzman

Financial Representative
joseph.w.schutzman@nm.com

My Networks: LinkedIn

 
 James H Porter

James H Porter

Financial Representative
james.h.porter@nm.com

 

Jennifer C Pegues

Financial Representative
jennifer.pegues@nm.com

My Networks: LinkedIn Facebook

 
 Joe T Yates

Joe T Yates

Financial Representative
joe.yates@nm.com

My Networks: LinkedIn Facebook

 
 Jonathan Spencer Hart

Jonathan Spencer Hart, CLTC®

Financial Representative
jonathan.hart@nm.com

My Networks: LinkedIn Facebook

Jonathan S. Hart, CLTC is a 2005 graduate of Culver-Stockton College where he received a bachelors degree in Business Administration and Communications while competing for the Wildcats in football and baseball. He now serves as the Culver-Stockton Kansas City Alumni Association President and also serves as Vice President of the Alumni Board of Directors.

Jon changed careers after owning and operating JHart Contracting and Disaster Services for six years where he oversaw cleanup efforts of several natural disasters throughout the country including Hurricane Katrina.

In 2011 he accepted a full time contract and joined Northwestern Mutual. He has achieved Pacesetter 40 and the Bronze Award for full time representatives. He is passionate about the positive impact he creates by providing long term financial security for his clients, family, friends and local community.

Jon lives at Lake Waukomis, Mo where he serves on the City Board of Directors and is a member of Restore Community Church in North Kansas City. He enjoys hunting, fishing, sports, boating and spending quality time with his beautiful wife Rebecca and their daughter Linley.

 
 Kacy Brooke Seitz

Kacy Brooke Seitz

Financial Advisor
kacy.seitz@nm.com

My Networks: LinkedIn Twitter

Kacy made a career switch in 2013 to become a financial representative with Northwestern Mutual for one simple reason: to help special needs families nationwide achieve financial security. Prior to this, she had a successful 12-year marketing management career…with the last five of those years in the financial services industry. Kacy is married to Dan, a full time stay at home dad and former competitive flair bartender. They have two children. Their daughter, Hudsyn (born in 2010) has significant special needs due to a birth injury. Their son, Damek, was born 12-12-12 at 12:12pm. Together the family enjoys spending time outdoors walking, running or catching the latest Sporting KC game. A former college athlete, Kacy also enjoys healthy competition and a deep passion for helping others. She received her Business degree from Washburn University and is fully licensed in 17 states. She holds her Series 6, 63 and life/health licenses along with earning a Certified Long Term Care designation.

 
 Lance Aaron Trammell

Lance Aaron Trammell

Financial Advisor
lance.trammell@nm.com

My Networks: LinkedIn

 

Matthew James Helle

Financial Representative
matthew.helle@nm.com

My Networks: LinkedIn Facebook

 
 Tanner Jordan Fennewald

Tanner Jordan Fennewald

College Unit Director
tanner.fennewald@nm.com

My Networks: LinkedIn Facebook

Tanner is from a small agriculture community, Vandalia, MO. He attended Missouri Valley College on Basketball and Golf scholarships while studying Business Administration with concentration in Marketing. Upon graduation of his undergrad, Tanner began to work as the Assistant to the Director of Admissions of Missouri Valley College while completing his Master’s in Business Management.

From Valley, Tanner started his business career in 2011 with Missouri Farm Bureau Insurance Company as an insurance agent in Marshall.

Tanner joined Northwestern Mutual in November of 2013 where he jumped out to a fast start achieving Pacesetter first 40. Since then, Tanner has formed his practice to work primarily with clients involved in agriculture and small business. As a College Unit Director, his unit has seen success early, developing his first intern into achieving Impact 40, Top 20 intern in the nation, and now in a full time representative role.

His team is made up of his Associate Stacey Wolfe and his integrated financial team of Greg Finger, CLU and Ariel Holochuck

In his free time Tanner enjoys spending time on the golf course, going to Valley sporting events, and working on his 100 year old home. He is married to the love of his life, Emily. They had their first child, a little girl, on New Year’s Eve 2015, Remi Grace.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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