Kyle Wurtzel

Wealth Management Advisor

My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Kyle Wurtzel

Kyle Wurtzel

Wealth Management Advisor
Office 765-473-3650

Kyle earned a BS from the University of Indianapolis in Indianapolis, IN.

Kyle is involved in the Builders Association of Kosciusko and Fulton Counties as the Chairman for the Annual Coats for Kids Golf Outing. 

Kyle owns a top fuel dragster and enjoys NHRA racing in the summer months.

Kyle is married to Dr. Julia K. Porter, and they have one daughter, Brooklyn. 

Kyle's hobbies include spending time with his family, traveling all over the country and abroad, and spending time on the water.

 

 
BJ Moore

BJ Moore

Associate Wealth Management Advisor
Office 765-473-3650

Life and Health Insurance Series 6, 7, and 63 Investment Licenses 

BJ graduated from the Univeristy of Saint Francis, Fort Wayne, Indiana with a BS in Business Administration.

BJ is married to Meghan and has two sons, Evander and Everett. An outdoorsman who loves all aspects of the outdoor experience, BJ spends a lot of time enjoying nature every year.

 

 
Josh Tucker

Josh Tucker

Associate Financial Representative

Life and Health Insurance Licenses.

Josh graduated from Indiana univeristy, Bloomington, Indiana with a BS in Secondary Education.

Josh enjoys spending time with his friends and family, traveling, being outdoors, photography, and spending time on the lake.

 
Anna L Paulus

Anna L Paulus

Administrative Assistant
Office 765-473-3650

Anna is married to Chris and has four daughters. Anna enjoys spending time with family and friends. Her hobbies include: photography, quilting, excersing, and traveling in the western United States.

 

 
Joni L. Truex

Joni L. Truex, MBA

Administrative Assistant
Office 765-473-3650

Joni holds a BS and an MBA in Business Management and Human Resources from Indiana Tech in Fort Wayne, IN.

Joni is married to Dale and they have a son and a daughter with two grandsons and two granddaughters.  Joni currently serves on the Kosciusko County Council,and is an Adjunct Professor at Ivy Tech Community College, and is overall very active in the community and her church. 

Joni enjoys her family, reading (especially Christian Fiction), traveling, watching sports, Christian and Country Music and Notre Dame Women's Basketball.

 
 

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