Staff

Charlie Sauer takes customer service very seriously. So does his team and his staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.


Team of Charles Sauer

 
Jonathan Davis

Jonathan Davis

Associate Wealth Management Advisor
Office 414-615-1830
Fax 414-271-5840

Jon is a graduate of The University of Iowa and joined Northwestern Mutual in 2015. He has over 14 years of investment experience. Jon is securities registered and licensed in Life and Health Insurance.

How can Jon help?

  • Portfolio Construction and Asset Allocation
  • Investment Research
  • Investment Trading
  • Investment Operations
  • Questions Regarding Life, Disability and Annuities
 
Soo Schreiber

Soo Schreiber, MBA, CFP®

Associate Wealth Management Advisor
Office 414-271-3242

Soo is a graduate of St. Norbert College and earned her MBA through UW-Whitewater. She joined Northwestern Mutual in 2008 and holds securities licenses as well as life & health insurance.

How can Soo help you:

  • Portfolio Construction
  • Investment Research
  • Investment Trading
  • Investment Operations
  • Account Management
 
Jane Sauer

Jane Sauer

Associate Wealth Management Advisor
Office 414-615-1861

Jane is a graduate of the University of Wisconsin-Madison and joined Northwestern Mutual in 2002. She is securities registered as well as Wisconsin life and health licensed.

How can Jane help you:

  • Portfolio Construction
  • Investment Research
  • Investment Trading
  • Investment Operations
  • Account Management
 
Paulette Czerwinski

Paulette Czerwinski

Associate Financial Representative
Office 414-271-3242

Paulette is a graduate of Carroll University and joined Northwestern Mutual in 2013.  After graduating from Carroll University with a Bachelor of Social Work, she worked as a social worker for five years.  Paulette has a passion for helping others and looks forward to the many new opportunities while working with the staff and clients at Northwestern Mutual. 

She is married with five children, and in her free time enjoys running.

How can Paulette help you?

  • Scheduling appointments
  • Supporting our Team
  • Overseeing communication with our clients
 
Laird Myrold

Laird Myrold

Associate Wealth Management Advisor
Office 414-203-6037

Larry is dedicated to the business retirement markets with a focus on plan design, investment support, compliance assistance, and participant engagement.

Larry graduated from the University of Wisconsin-Madison with a degree in Finance. He joined the team in January 2017 and brings more than 30 years of experience with retirement plans – 12 of those in the Northwestern Mutual home office. Larry and his wife, Ann, live in Brookfield where they enjoy working in the yard, chasing their dogs and keeping up with their three sons.

 
Andrew Hunn

Andrew Hunn, CFP®, CLU®

Associate Wealth Management Advisor
Office 414-203-2861
Fax 414-755-0950

A graduate of Marquette University, Drew joined Northwestern Mutual in 2004 and began working with Charlie Sauer in investment operations. As an Associate  Wealth Management Advisor, Drew is securities registered and licensed in life and health insurance.  In 2013, Drew earned the CERTIFIED FINANCIAL PLANNINGTM (CFP®) certification.

How can Drew help?

  • Questions regarding your 401(k) Plan
  • Assistance with 401(k) and IRA rollovers
  • General information regarding your financial plan
  • Asset Allocation Review
  • Questions regarding life, disability and long term care insurance
 
Andrew Hoy

Andrew Hoy

Associate Financial Representative
Office 414-203-2862
Fax 414-755-0950

Andrew provides expertise to the business retirement market helping clients with setup and maintenance of a fiduciary due diligence process for investment support, plan management, and participant education.

Making several trips to Lambeau Field every season since he could walk, Andrew's passion for the Green Bay Packers was engrained in him from a very young age. Aside from football, Andrew recharges by spending time in the wilderness. Having lived in Colorado with the Rocky Mountains in his backyard hiking, camping, rafting, and canoeing became hobbies that have stuck with him even after he moved back to the Midwest.

 
Christopher Young

Christopher Young, CRPS

Associate Financial Representative
Office 414-203-6024
Fax 414-755-0950

Chris services business retirement markets with a focus on plan management, investment support, compliance assistance, and participant communication.

Chris graduated from the University of Wisconsin-Milwaukee with a degree in Business Marketing. He joined Northwestern Mutual in January 2011. Chris and his wife, Ellen, live in Oconomowoc where they are raising their family. Chris, an avid outdoorsman, spends his time fishing in the spring and hunting in the fall. Chris builds strong relationships and supports his community through his involvement in the Oconomowoc Rotary Club.

 
Amy Bernstrom

Amy Bernstrom

Associate Wealth Management Advisor
Office 414-615-2914

Amy joined Northwestern Mutual in 2013 and is Series 7 and 66 registered. She is married to Todd and they live in Sussex. They enjoy wine tasting and taking full advantage of the short Wisconsin summers. Her dream vacation is a trip to French wine country.

Contact Amy for:

  • Scheduling Appointments
  • Overseeing communication with our clients
  • Referrals & networking opportunities
 
Bonnie Jegl

Bonnie Jegl

Associate Wealth Management Advisor
Office 414-358-5097

Bonnie has been with Northwestern Mutual since 2006.  She lives in Menomonee Falls with her husband, Jeff, and their daughter, Jenna. She is active with her daughter’s Girl Scout troop. Their favorite family vacation spot is Disney World.

Contact Bonnie for:

  • Underwriting operations
  • Applications
  • Billing information and service on your insurance policies
 

Charlie Sauer, CFP®, RICP®, CLU®, ChFC®

Wealth Management Advisor

  • Office 414-615-1801
  • Fax 414-271-5840
 

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