Our Team
Our team is dedicated to listen to you and have a deep understanding of what is important to you and what goals you would like to strive to achieve together. Our goal is to help you on your financial path to success and we’ll do this through exceptional service, attention to detail and solutions that are unique to each individual or family.
Jim Woelfel CFP®, CLU®, ChFC®, CASL®, RICP®
Partner
Jim grew up in Stockbridge, WI and after high school graduation attended the University of Wisconsin Platteville, earning a Bachelor of Science degree in Mechanical Engineering. After several years of working in manufacturing and contracting, he joined Northwestern Mutual in 2010 and is a Wealth Management Advisor. During his time at Northwestern Mutual, Jim has made education a priority and attained the following designations and recognitions:
- CERTIFIED FINANCIAL PLANNER™ Professional certification
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
- Retirement Income Certified Professional (RICP®)
- Series 7 license
- Series 66 license
- MDRT – Top of the Table recognition, which is the premier association for financial professionals
- NAIFA (National Association of Insurance and Financial Advisors) - National Quality Award
Jim understands that having a strong, trusted relationship is the basis to client satisfaction and has assembled a team of professionals that help achieve that goal. We have a strong office culture and family-like approach that helps our team stay focused on our client satisfaction.
Personally, Jim has lived in Combined Locks for over 20 years and enjoys spending time with his wife, Kay, and children, Sydney, Reese and Graham. He is very active in his church parish and children’s school, serving on several counsels and committees. Other activities include youth basketball and baseball coaching, camping, boating, hiking, biking, fishing, and attending live concerts and sporting events.
Jenny was born and raised in Little Chute, WI, where she graduated high school and attended the University of Oshkosh and earned a Bachelor of Business Administration in Accounting. Jenny is no stranger to the Northwestern Mutual family, as she completed the internship program out of college, before deciding to pursue a career as a CPA. After 15 years at a local accounting firm, she became a shareholder before she joined the team here in 2022. She has since received her Series 7 and 63 FINRA Registration as well as receiving her CERTIFIED FINANCIAL PLANNER™ designation in early 2023.
Jenny resides in Kimberly with her husband, Troy and three children, Calvin, William, and Julia. She enjoys volunteering at the kids' school and being on committees to help promote and grow Holy Spirit School. She enjoys weekends at the cottage on Washington Lake with her family and friends, golf outings, traveling, and always dedicates time for a daily run.
Tyler was born and raised in Chilton, WI and attended the University of Wisconsin Oshkosh to study organizational communication with an emphasis in sales. He started his career with Northwestern Mutual’s prestigious college internship in 2013. Tyler found his passion for financial planning immediately and was a top 10 intern within the entire company.
Tyler currently resides in Darboy and spends as much time as possible with his family and friends. He is a 3rd generation Chilton Lions Club member and volunteers for several clubs and organizations throughout Calumet County every year. When he’s not working, he enjoys working on fitness goals, going up to his family cabin in Townsend, and trying new kinds of restaurants and spirits. His investment philosophy is based in logic, not emotion and to always do what’s in the best interest of the client. He’s great at explaining the occasional complex strategies we as financial professionals use to help our clients.
Jolene joined Jim’s team in August of 2012 after already being in the field for 6 years prior. The industry is “in her blood” as she helps to carry on her Grandfather’s legacy working with Northwestern Mutual and even some of his existing clients. Jolene brings eagerness and a committed work ethic to our team.
She is our Director of Investment Operations with her licenses in life, accident & health, and long-term care. She is FINRA Series 7, 6 and 63 registered. As an Associate Wealth Management Advisor, her priorities are assisting and communicating with clients on advisory-related services and products as well as day-to-day operational procedures while maintaining compliance standards.
Jolene resides in Kaukauna with her husband, Paul and two boys, Noah and David. She enjoys many adventures with her family, but some of her favorite past times are traveling, camping, hiking, live concerts and spending her days watching her boys live out their best life doing the sports they love.
Jacqueline, also goes by Jacq (pronounced Jack), joined our team in 2019. She is our point person for our 401k and Simple IRA Plans. She also works with clients to fill out the paperwork needed to submit a Life or Disability Insurance application as well as open a Brokerage Investment account. She holds her Series 7 license, so she is also able to take and place trades. Prior to joining our team Jacqueline worked mostly as an administrative assistant or manager. She started in the Financial Industry in 2009 and earned her Series 7, Series 66 and Wisconsin Life license in 2013.
Personally, Jacqueline grew up in Illinois but don’t hold that against her, as she is a Packer and Brewers Fan. She has lived in Wisconsin for almost 20 years. She enjoys spending time with her husband, Michael, and daughter Anna. She is often busy running her daughter around to different activities or spending weekends up north during the summer.
Samantha (Sammi) joined the team in early 2021. Samantha was born and raised in Arlington Heights, IL but found a second home in Appleton while she earned a bachelor’s degree in music performance from Lawrence University. She went on to earn a master’s degree in music performance from Michigan State University in 2020 before moving back to Appleton in 2021. She has previously worked as a personal banker at a Michigan based credit union, where she developed an interest in finance and was a financial representative with Northwestern Mutual before transitioning to the team. Since starting an NM, Samantha has earned her Life, Accident & Health license, as well as the SIE, Series 6, 63, and 7 FINRA Registrations and works primarily on the insurance side of the business.
Samantha and her husband, Brien, welcomed their first child, Addison, in April 2023 and love spoiling their golden retrievers, Howie and Stella as much as possible. They also enjoy riding motorcycles, going to local festivals/fairs, visiting family around the Midwest, and supporting Chicago sports. Samantha still finds time for music by playing clarinet duets with friends and constantly playing pieces from Disney movies on the piano.
Jill joined the team in August of 2022 and is honored to be the first of many friendly faces you will see when you walk through our doors. She grew up in Sherwood, graduated from Kaukauna High School, and went on to earn her Bachelor’s degree from UW-La Crosse. After 10 years of working in elementary education, she has decided to embark on a new career with Northwestern Mutual, following in the footsteps of her grandfather and father. Jill enjoys supporting the team and is currently studying to expand her expertise. She and her husband, Michael, enjoy going to the Packers' games, hosting BBQ’s, boating, and theater. But most of all, they love spending time with their daughters, Evelin and Isabelle.
Katy has been affiliated with Northwestern Mutual since 2007 and joined our team in 2016. She was born in Michigan but moved to New Mexico at a young age before ending up in Wisconsin. Katy has over 30 years of professional office experience and has held positions in banking, insurance, and spent many years working for Ford Motor Credit Company. She assists with day-to-day operations on the administrative aspect of the team and coordinates meetings through her many hours spent dialing clients.
She has been married to her husband, Scott, for over 30 years and they have two sons together. Nicholas is currently in college and Ethan is finishing up high school. They enjoy spending their time with their Aussiedoodle, Franklin, and taking him on walks. They love to travel as a family and enjoy trying different kinds of foods along their travels.