Kyle Joseph Wurtzel

Wealth Management Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Mick Grunert

Mick Grunert

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.

Mission Statement:

 

Our commitment is to help clients make strategic benefit decisions by combining the appropriate products for their unique needs, with exceptional service and ongoing education.

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Mick graduated from the Kelley School of Business at Indiana University in Bloomington with a degree in Finance in 2011.  He then spent six years working in group medical, dental, and vision sales for Cigna Healthcare.  Mick was also a College Financial Rep for Northwestern Mutual from 2010-2011. This allows him to provide a seamless, consistent approach in assisting Northwestern Mutual clients and prospects with their employee benefit programs.

 
Randall T Lehman, CLU<sup>®</sup>, ChFC<sup>®</sup>, AEP<sup>®</sup>

Randall T Lehman, CLU®, ChFC®, AEP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
Rick Maldonado

Rick Maldonado

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 
W Brian Drake, CRPS

W Brian Drake, CRPS

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.
 
 

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