John J Barrett Sr

Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

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Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Frank E Llewellyn
Associate Wealth Management Advisor
frank.llewellyn@nmfn.com
414-203-6018

Frank has been an Associate Wealth Management Advisor for John's team since he relocated from Fort Worth, TX in 2007.  Frank worked as an Associate Wealth Management Advisor with another representative and has been with the company since 1994.  Frank has Wisconsin insurance licenses and is securities licensed 7 and 66.  

How can Frank help?

  • Questions regarding insurance matters
  • Insurance Applications
  • General information regarding your financial plan
  • General Information on investment account activity, values, and asset allocation

Frank E Llewellyn

Morgan L Kalinosky
Associate Financial Representative
morgan.kalinosky@nmfn.com
414.203.6008

Morgan joined John's team in 2011.  She has four years experience in the Speciality Markets of Bank-Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI).  Morgan holds Wisconsin insurance licenses and is currently working on her securities license. Morgan graduated from Marquette Uni versity in 2009 with a degree in Finance and International Business.

How can Morgan help?
  • Scheduling appointments with John
  • General client service/updating client information
  • Marketing 
  • General questions regarding insurance matters
  • Insurance applications

Morgan L Kalinosky

Soo J Pieper
Associate Wealth Management Advisor
soo.pieper@nmfn.com
414-203-6018

Soo joined John's team in 2006 as an Associate Wealth Management Advisor.  Prior to joining the team, Soo worked in brokerage operations at AG Edwards from 2005-2008. 

Soo graduated from St. Norbert University in 2004 with a degree in International Business.  She is currently studying for her MBA at the University of Wisconsin Whitewater.  Soo holds her Wisconsin state insurance licenses and is securities licensed 7 and 66.  

How can Soo help?

  • Questions regarding your investments
  • Assistance with new client paperwork
  • Assistance with fund transfers

Soo J Pieper