Kyle Wurtzel

Wealth Management Advisor

My Team

As a Financial Representative for the Northwestern Mutual Financial Network, 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.

 
Bj Joseph Moore

Bj Joseph Moore

Office 765-473-3650

Assistant Wealth Management Advisor.  Life and Health Insurance Series 6 & 7 and Investments Series 63 licenses.  BJ graudated from the niveristy of Saint Francis, Fort Wayne, Indiana with a Bachelor Degree 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.

 

 
Anna L Paulus

Anna L Paulus

Administrative Assistant
Office 765-473-3650

Anna joined Kyle Wurtzel in November of 2010. She attended Ball State University. 

Anna is married to Chris.  Anna spends her free time with her family and friends. She enjoys photography, quilting, working out, and traveling in the western Untied States.

 
Joni L. Truex

Joni L. Truex, MBA

Administrative Assistant
Office 765-473-3650

Administrative Assistant.  Bachelor Degree in Business Management and Human Resources from Indiana Tech, Fort Wayne, Indiana Summa Cum Laude.  Masters Degree in Business Management, Human Resources and Marketing from Indiana Tech, Fort Wayne, Indiana Summan Cum Laude.

Married to Dale with one married daughter and one married son.  We have been blessed with two grandsons and two granddaughters.  Joni currently serves on the Kosciusko County Council; Adjunct Professor at Ivy Tech Community College.  She is the President of the Kiwanis Club of Warsaw; President of Kosciusko County Republican Women's Club; Kosciusko Leadership Academy Graduate; and serves as Lay Leader, Liturgist and Membership Chair for Atwood Aldersgate United Methodist Church.  Joni also serves on the Kosciusko Economic Development Infrastructure Committee and Small Business Retention and Attraction Committee.  She serves as Treasurer of the Kosciusko Redevelopment Commission.

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