Welcome Jack Lawrence Smith, born March 30, 2015. Jack weighed in at 7 lbs 13 ounces. Congratulations Brandon & Jamie!
Click here to get to know our summer Interns!
Parker Emily Lewis was born March 16, 2014. She weighed 7lbs, 12 oz and is 18.25 inches long. Congratulations Zach and Betsy!
Grayson Allen Bumgarner was born March 7, 2014. He weighed 7lbs, 13 oz and is 20 inches long. Congratulations Brett and Alicia!
Lisa was formerly the Director of Client Services with Yarger Wealth Strategies. She attended The Ohio State University and obtained a BS in Production & Operations Management, with a minor in Accounting.
Lisa joined Northwestern to expand on her investment background and dive into the life insurance arena as an Assistant Financial Representative. She is excited about teaming with Stephen Arnold and looks forward to assisting him in growing and nurturing his business.
She is married to Scot, a CPA, Controller for a multi-function real estate development firm, and has 3 daughters. Lisa enjoys running, gardening, and reading. During her weekend hours she works at The Limited Polaris, and runs her Mary Kay business.
December 13, 2013
She was the winner of the "BIGGER PRIZE" in the contest Bethany announced in the most recent newsletter. She won a Northwestern Mutual embossed iPad case w/keyboard so that she can take great factfinders (just in time for PPA/eFactfinder sync!)
The "smaller prize" has yet to be claimed....
Stephanie recently passed the series 7 exam and is now qualified as an Associate Wealth Management Advisor. This new role extends the scope of her services. Stephanie is an assistant to Bob Roach. Bob is very excited about her new role and responsibilites.
Please take a moment to congratulate Stephanie on this accomplishment!
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