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 E Llewellyn, CLTC
Frank has been an Associate with Northwestern Mutual since 1994. Frank joined John’s team in January of 2008 after relocating to Milwaukee from Texas. He oversees John’s Insurance Planning Department and works with John to develop solutions to help solve the risk based needs of our clients.
v Life and Disability Insurance
Designations: Certified in Long Term Care (CLTC)
Licenses: Life, Health, Series 6, 63, 7, 66
v Annuities
v Business Insurance
v Long Term Care Insurance
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Soo J Pieper
Associate Wealth Management Advisor
Soo Pieper
Soo has been in the financial services industry since 2005 and joined John’s team in November of 2008 as an Associate Wealth Management Advisor. In addition to managing our appointment calendar, Soo oversees our compliance initiatives and assists in all aspects of general client services.
Education:
-Bachelor of Business Administration from St. Norbert College.
-Enrolled in the MBA program through the University of Wisconsin - Whitewater
Licenses: Life, Health, Series 7 and 66.
v General account questions and maintenance.
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