The Scott Schwertfeger Group |
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Contact Us500 W Silver Spring Dr Office: 414-389-8930 ext 34 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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AssociatesOur Financial Representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.
Financial RepresentativesJameson DelgadilloFinancial Representative
Jamie has been married to Sarah since 2000. Together they have three boys, Sam, Logan and Dylan. Jamie and Sarah enjoy spending time with their children, family and friends. Jamie is committed to the betterment of the community he lives in. In 2006, Jamie was named the Hispanic Young Professional of the Year by Hispanic Professionals of Greater Milwaukee and INROADS Alumnus of the Year. Jamie's community involvement includes The United Way Emerging Leaders Council, Entrepreneurs Organization (“EO”), INROADS, Hispanic Professionals of Greater Milwaukee, the Skylight Theatre, and the Hispanic Chamber of Commerce of Wisconsin. Darrin EnglebertFinancial Representative
Darrin has his Master's degree in Business Administration from Keller Graduate School. He received his Bachelor's from the University of Wisconsin – Milwaukee with a double major in Finance. Darrin is married to Tina who has a pediatric practice in Mequon, WI. They make their home in Cedarburg, WI and have three children named Lily, Elsa, and Mason. Chris FugmanFinancial Representative
Chris also enjoys recruiting and developing successful Financial Representatives. His vision includes leading his own office. He currently maintains a College Unit Director leadership role while running his practice. Chris is married to Christina and they have a 3 year old son Luke. They live in the Washington Heights neighborhood of Milwaukee. Scott Krizek, CFP®, CLU®Wealth Management Advisor Scott Krizek joined Northwestern Mutual in 1997. In 2001, Scott earned his MBA from the University of Wisconsin – Milwaukee's Executive MBA Program. He received his Bachelor's degree in 1993 from Vanderbilt University with majors in Economics and Business Administration. He is a former Board member of the Leukemia – Lymphoma Society in Milwaukee, Wisconsin Scott is married to Megan and has a daughter, Molly. He has completed 27 marathons and two Ironman Wisconsin triathlons. In the summer of 2001, he traded his running shoes for a bicycle and rode 4,500 miles across the United States to raise money for Leukemia research. Scott also enjoys photography, golf and fishing. Ron Krizek, CLU®, ChFC®Financial Representative Ron is a Wisconsin native and earned his degree from the University of Wisconsin – Milwaukee with majors in Accounting and Finance. He is recognized as a unique professional resource, helping executives build and preserve net worth. In addition, he has helped business owners with business continuity and succession planning. He coordinates with other client advisors to achieve innovative solutions. Ron is also involved with University of Wisconsin – Milwaukee Foundation Board of Trustees, and Children's Hospital President’s Council and Circle of Care. He created the Ronald and Marjorie Krizek Fund within the Greater Milwaukee Foundation to help the Milwaukee community, as well as sponsoring scholarships at Brookfield Academy and the University of Wisconsin – Milwaukee. Ron is married to Marjorie and has two children, Scott and Claudine. In October of 2008, he was blessed with his first grandchild, Molly. Outside of business and his family, Ron enjoys fishing, hunting, and golf. Martin Matsoff, CLU®, CPAFinancial Representative Martin 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. Jared M OberlandFinancial Representative Jared Oberland became a full-time Financial Representative after a successful summer as a College Intern. Prior to his internship, this Whitefish Bay native went on to the University of Iowa to pursue a degree in Biology. He also was a five year member of the Iowa Hawkeye football team, culminating his career with a 31-10 victory over South Carolina in the 2009 Outback Bowl. During his last two years at Iowa, he added a B.B.A. in Finance from the Henry B. Tippie College of Business to go with his B.S. in Biology. Jared is not the first person in his family to join the Northwestern Mutual family. His father, Greg Oberland, is celebrating his 27th consecutive year working at the home office and currently holds the role of Executive Vice President of Insurance and Investment Products. John Edward Reilly IIIFinancial Representative John Edward "Jay" Reilly III enjoys helping his clients to insure the financial security of their families and businesses. He works closely with his team of specialists to help his clients meet their financial goals. This Milwaukee native joined the Scott Schwertfeger Group as an intern in May 2009 and became a full time Financial Representative in October 2009. Jay has a Business Administration degree with a concentration in Finance from St. Norbert College. When he is not working, Jay enjoys spending time at his family's cottage in Northern Wisconsin where he water skis, rides ATVs, bikes, and spends time with family and friends. Mark Schueller, CLU®, ChFC®, CPAFinancial Advisor With 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. Benjamin ShapiroFinancial Representative Ben 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. Ron ViaFinancial Representative Ron 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. Richard HudockDisability Income Specialist 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. Richard Huduck and MGIS have helped teach and train Financial Representatives about employee benefits. For example, Ron Via has developed a thriving employee benefits practice within his first three years as a Financial Representative because of the help of Richard Huduck and the MGIS Team. Stephen Voboril, CLTCWealth Management Advisor Stephen Voboril has been part of Northwestern Mutual Financial Network since 1992. Stephen makes it his responsibility to impact his clients' financial future. He helps them to maintain goals, dreams and relationships in the event of life´s occurrences: death, disability and retirement. Stephen also provides estate solutions that will provide more for their family and help to ensure that less family capital is spent on estate and transfer costs. He helps companies recruit, retain and reward the type of executive leadership that will carry them into the next century.
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