My Team

Austin joined the team in April 2020.  Austin graduated from the University of Northern Iowa with a Biology Degree.   He has been working in the financial planning and investment industry since 2018. 

As an Associate Wealth Management Advisor with Northwestern Mutual, Austin handles the investment side of the business.  Austin’s duties include: Investment account maintenance and client service, assisting in portfolio strategies and financial planning.  Austin is licensed in Accident and Health, Life, Variable Life, Variable Annuity, Long-term care insurance, and holds Series 7 & Series 66 licenses.

As Director of Insurance Services, Diane manages our insurance operations and service, assisting clients with obtaining new insurance products and providing service on existing insurance. She is licensed in Accident and Health, Life, Long Term Care, Variable Life, Variable Annuity and holds Series 6 & 63 registrations.

Diane began her career with Northwestern Mutual in July 2017. She enjoys assisting clients in meeting their financial goals, especially as it relates to insurance products and service. She holds a Bachelor’s degree in Health, a Master’s degree in Family Life and has spent much of her career in business operations roles.

She resides in Urbandale with her husband, John, and enjoys spending time with her family, cycling, hiking, quilting, NE Husker sports and traveling abroad for both mission and vacation activities.

Lynette joined the team in June 2018. She graduated with a Bachelor of Arts degree in Management from the University of Northern Iowa.  Lynette worked for a large financial corporation for eighteen years prior to working for Northwestern Mutual. 

As a Financial Representative Assistant, Lynette is responsible for getting required information from the client to underwriting, moving the case through the underwriting process, and following up with clients on post approval documents.  In addition, Lynette is responsible for the oversight of the contact database. Lynette also handles various projects and tasks.

Lynette and her husband have three daughters that keep them very busy. She enjoys spending time with her family, friends, and watching her daughter's various activities.

Cassie joined the team in June 2022. She graduated with a Bachelor of Arts degree in Social Work from the University of Northern Iowa.

As our Director of Marketing, Cassie is responsible for coordinating meetings/scheduling, managing client communications, strategic marketing planning and event planning.

Cassie and her husband have two children. She enjoys spending time with her family outdoors, walking her dog, and reading a good book.