Schwertfeger Group

 

Financial Representatives

Mark P Schueller, CLU, ChFC, CPA
Financial Representative
(262) 240-3000

Mark P SchuellerWith designations that include Certified Public Accountant, Chartered Life Underwriter and Chartered Financial Consultant, Mark Schueller brings a unique perspective to the various uses of life insurance for business succession, executive compensation and estate analysis. Prior to joining the Northwestern Mutual Financial Network, Mark was affiliated with a national accounting firm and served as chief financial officer for a Milwaukee-based corporation.

Mark Schueller received his B.B.A. degree from the University of Wisconsin – Milwaukee. He is a past president of the Milwaukee Chapter of the Chartered Life Underwriters and is a member of the Milwaukee and National Association of Insurance and Financial Advisors, Estate Counselors Forum, Wisconsin Institute of Certified Public Accountants, National Society of Accountants and Association for Advanced Life Underwriting.

Mark Schueller has qualified as a member of the Forum and the Court of The Table, which honor top financial services producers worldwide. He also has received the National Quality Award numerous times.


Martin Sidney Matsoff, CLU, CPA
Financial Representative
(262) 240-3030

Martin Sidney MatsoffMartin Matsoff joined Northwestern Mutual in 1988 after nearly 20 years in the accounting industry. He graduated from the University of Wisconsin – Madison and became a CPA in 1972. After beginning his career with Arthur Young & Co., Martin Matsoff served as the President of a Milwaukee-based business for more than 12 years. Later, he would become chief financial officer of a closely held conglomerate that owned Wisconsin’s largest hotel, two tennis facilities and numerous shopping and entertainment centers.

During the course of his Northwestern Mutual career, Martin Matsoff has achieved numerous industry accomplishments. He has been a member of the Million Dollar Round Table and earned the National Quality Award and has qualified for the Court of the Table and Top of the Table. Outside of his career, Martin Matsoff dedicates his time to numerous hospitals and community and children’s centers.


Ronald Via
Financial Representative
(262) 240-3030

Ronald ViaRon Via graduated from the University of Wisconsin-Milwaukee with a B.A. in political science. He is licensed in life, accident and health insurance and is a registered representative with Northwestern Mutual Investment Services.

In addition to insurance and securities sales, Ron Via specializes in portfolio allocation, risk management, education funding, retirement solutions and national group employee benefits program design.

Ron Via engages in a variety of hobbies that include running, weight lifting, biking, boating, aviation, and water and snow skiing. 


Geoff Aster
Financial Representative
(414) 615-1815

Geoff AsterGeoff Aster was born and raised in Milwaukee. He graduated with a B.S. degree in political sciences from UW-Madison, where he spent several years working in the political arena. 

After graduation, Geoff Aster returned to Milwaukee and spent four years working for a fortune 500 company in back-office finance. Geoff realized that face-to-face interaction and the ability to really help those around him was missing. After meeting with several members of the Schwertfeger Group, Geoff joined the group as the Director of Selection.  In the selection role, Geoff helped successful individuals with decisions regarding their careers and a career as a Financial Representative with Northwestern Mutual.  While the Director of Selection, Geoff Aster found that the Financial Representative role was the right career for him.
Geoff Aster is licensed in life, disability and long-term care insurance.

Geoff resides in Bayside and enjoys spending time with friends, attending sporting events of all kinds, and stays active in skiing, golfing, softball and tennis.


Ben Shapiro 
Financial Representative
(262) 240-3030

Ben ShapiroBen graduated from the University of Wisconsin-Madison with a degree in Hebrew studies and a minor in Jewish studies. He spent nearly seven years specializing in commercial real estate in the greater Milwaukee area, and earned a CCIM designation (Certified Commercial Investment Member). He was drawn to Northwestern Mutual by the opportunity to work with Martin Matsoff and to help clients achieve financial goals while building long-term and meaningful relationships.

Ben and his wife, Roxanne, live in Mequon with their daughter, Sienna. His interests include spending time with family, friends and sports. 


Todd MontgomeryTodd Montgomery
Financial Representative
(414) 765-3542 
 
 
 
 
 
 
 
 
 
 
 


Network of Specialists

As a new associate of the Schwertfeger Group, you will have access to a vast array of financial professionals, all committed to working with you to help your clients achieve financial security.


Steven R Gardiner, CPA, CFP®, CLU, ChFC
Estate & Business Planning Specialist
(414) 615-1804

After graduating from the University of Wisconsin – Madison, Steve Gardiner spent 15 years as an accountant advising Fortune 500 companies on their executive benefits. His technical expertise and experience make him a valued advisor to Schwertfeger Group clients and their businesses.


Steven J Koppel, JD, CLU
Long-Term Care Specialist
(414) 615-1810

Steve Koppel joined Northwestern Mutual after graduating from Marquette University Law School. He specializes in helping families and businesses with their long-term care needs and has more than 20 years of experience.

Steve Koppel helped Scott Schwertfeger develop and implement long-term care solutions for a major university in Milwaukee.


Charles T Sauer, CLU
Sr. Investment Specialist
(414) 271-3242

With more than 20 years of experience in the investment field, Charlie Sauer specializes in working with clients toward their investment goals and objectives.

Charlie Sauer has advised many of Tom Chiappetti’s clients regarding trust and investment solutions.

Richard Hudock
Employee Benefit Specialist
Strategic Employee Benefit Services
(414) 615-1885

Richard Hudock operates the Schwertfeger Group employee benefits department, Milwaukee Group Insurance Specialists (MGIS). He and his associates assist clients in the difficult, ever-changing world of employee benefits. Rich has more than 30 years of experience working with small- and medium-sized companies, and he retains his clients through high-quality service.

With the help of Richard Hudock and MGIS, Ron Via has developed a thriving employee benefits practice within his first three years as a Financial Representative.

 
 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company, which is a limited purpose federal savings bank and registered investment adviser. R Scott Schwertfeger is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative of Northwestern Mutual Investment Services, LLC, 1101 N Market St Ste 100, Milwaukee, WI, 53202, (414) 271-3242, a wholly-owned company of NM, a broker-dealer and member FINRA (www.finra.org) and SIPC. NM is not a broker-dealer or registered investment adviser. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

R Scott Schwertfeger, District Agent, the Schwertfeger Group has Financial Representatives that are primarily licensed in Wisconsin.

 
   
 

500 W. Silver Spring Drive
Suite K-290
Glendale, WI 53217
GET A MAP


Office: 414-389-8930
Fax: 414-389-8931
Email This Office
Scott Schwertfeger
CA #0D11827

 
 

Do you have what it takes?
Are you ready for financial independence? Are you ready to make a positive impact on your life and the lives of others?
FIND OUT MORE