Hoopis Financial Group |
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Contact Us5215 Old Orchard Rd Office: 847-663-7000 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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AssociatesOur financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence. Richard C Bett, MBA, CLU®, ChFC®Financial Advisor Rich Bett began working with the Northwestern Mutual Financial Network at the Corporate Office in Milwaukee, WI. He joined the Hoopis Financial group in 2000 as a member of the Estate and Business Planning Department. In 2001 Rich Bett took on the role he currently holds; Director of the Client Relations Center. Rich is most proud of his three children Brandon, Corey and Sarah. Joseph R Burden, CLU®, ChFC®Financial Representative Beth BurnsonFinancial Representative Beth Burnson graduated from Beloit College in Beloit, WI, with a B.A. in economics. She also earned an M.B.C from the University of Chicago. Beth joined the Hoopis Financial Group in 2003. Beth enjoys golfing, and spending time in the great outdoors pursuing her passion for fishing and hunting. Daniel CastinoFinancial Advisor Dan Castino graduated from Rollins College in Winter Park, FL. In 1990, Dan became a Financial Representative for the Northwestern Mutual Financial Network. He holds the CLU and ChFC designations and is a member of the Society of Financial Service Professionals. Dan resides in Northfield, IL with his wife, Heidi, and their five children. James ClaryFinancial Representative Jim entered the life insurance business with the Northwestern Mutual Financial Network in 1981. He and his wife, Sharon, live in Lincoln Park. In his spare time, Jim enjoys collecting fine wines and golfing. James ConnellyFinancial Representative Chris Allen CourtneyFinancial Representative Chris Courtney started with the Northwestern Mutual Financial Network as a college intern in 1986. After graduating from the University of Iowa, Chris signed on with Northwestern Mutual as a full-time Financial Representative in 1990. Chris splits his time between Chicago and Dallas. He enjoys working out, playing softball and flag football. Joey DavenportField Director Joey Davenport joined the Northwestern Mutual Financial Network in 1995 as a Financial Representative with the Cochran Financial Group in Nashville, TN. In 2001, Joey moved to Milwaukee to work at the Corporate Office where he served as an expert on training and development systems. In 2004, Joey joined the Hoopis Financial Group where he remains as the Executive Director of Development. Joey lives in Evanston with his wife, Lyndy. In their spare time they enjoy traveling. Randall Robert DawsonBusiness & Estate Planning Specialist Ryan B EdlefsenFinancial Representative David A Fain, MBAFinancial Representative David Fain graduated from the University of Pennsylvania, Wharton School of Business in 1993. He received his M.B.A. from Babson College in 1998. David joined Northwestern Mutual Financial Network in 2002 as a career changer and a new resident to Illinois. David and his wife, Lisa, live in Evanston, IL with their daughter, Talia. David loves to cook for his friends and family and is passionate about serving his local community. Barry L Finkelstein, Ph.D.Financial Advisor Barry Finkelstein received his B.A. in liberal education from Brooklyn College. He continued on to purse his master of arts and his Ph.D. in comparative literature from the University of Wisconsin. He originally joined the Northwestern Mutual Financial Network in 1978. After taking a hiatus to work with Merrill Lynch, he rejoined the Hoopis Financial Group in 1991. Barry and his wife, Stephanie, live in Highland Park and have three children- Aaron, David and Naomi. Kenneth FoxSenior Investment Specialist Ken Fox earned his business degree from Michigan St. University and continued on to get his Juris Doctor degree from the Syracuse University College of Law. Ken worked for Robert W. Baird & Company, Inc. for 18 years and served as the senior vice president and financial advisor. He joined the Hoopis financial Group in 2003. Ken lives in Buffalo Grove with his wife, Rosalyn, and their two teenage daughters. Alex Freund, CLU®, ChFC®, CPADisability Income Specialist Alex Freund grew up in the Chicago area. He joined the Northwestern Mutual Financial Network in 1989. In 2004, Alex became the Disability Income Specialist for the Hoopis Financial Group. Alex resides in Northbrook with his wife, Susan, and their two children, Ilana and Adam. Brooks FullerFinancial Representative Grant D Gier, CLU®, ChFC®Estate & Business Planning Specialist Grant Gier has been associated with Northwestern Mutual and the Hoopis Financial Group since 1986. As our Estate and Business Planning Specialist, Grant assists clients with estate, business and executive benefit planning needs. Martin Glickman, CLU®, CLTCFinancial Advisor Marty Glickman received his B.A. in political science from Knox College. He has been with the Northwestern Mutual Financial Network since 1980. In 2006 Marty became the agency’s Long-Term Care Specialist. Marty and his wife, Cathy, reside in Vernon Hills. They have two children, Carly and Joel. Marty’s hobbies include traveling, running and baseball. James William Good IIIFinancial Representative Jim graduated from the University of Nebraska in 1959 with a degree in business administration and began working for the Northwestern Mutual Financial Network in 1972. Jim has written over 1,000 life insurance policies. Jim is married to his wife, Ann. They have three children and live in Northbrook. He enjoys golfing, cross-country and downhill skiing, rollerblading and paddle tennis. Bradford T Graham, CLU®, RHU®, CLTCFinancial Representative Ira E Graham, CPAFinancial Representative Ira Graham graduated with a bachelor of science degree from the Illinois Institute of Technology in 1950. He also received his M.B.A. from the University of Chicago, School of Business in 1974. Ira began working for the Northwestern Mutual Financial Network in 1951. In 1983, Ira had his first publication titled “A Quantitative Examination of Whole Life Insurance in Qualified Plans for Professional Corporations”. Ira has three children, Leslie, Doug and Brad. Ira served our country as a Quartermaster in the US Navy from 1944-1946. He also held the title of Yo-Yo Champion in 1940. Violetta GutowskaFinancial Advisor Violetta joined the Northwestern Mutual Financial Network in 2004. She lives in Park Ridge with her husband, John. In her spare time she enjoys following financial markets and global economy. She also enjoys traveling, reading and outdoor activities. Dean HaageFinancial Representative As the Employee Benefit Specialist for the Hoopis Financial Group, Dean prepares a comprehensive analysis of a client´s employee benefits program, and then offers solutions to meet the unique needs of that company. Michael A Hanlon, CLU®Financial Representative Peter H Hoopis, CLU®, CLF®Managing Director Peter Hoopis started with the Northwestern Mutual Financial Network as a college intern in 1996. Upon graduation from the University of Denver, he moved to Chicago and began his full-time contract in 1999. In 2005, Peter was appointed Managing Director for the Skokie office. Peter is married to Kelley, and they live in Chicago with their dog, Nika. He enjoys spending time with his wife, traveling, skiing, auto racing and golfing. Gary KaufmanFinancial Representative Jeffrey J KinzlerFinancial Advisor Marty Kopach Jr, CLU®Financial Representative Marty Kopach graduated from Butler University in 1997 with a degree in accounting. After graduating he became a full-time Financial Representative for the Northwestern Mutual Financial Network. Marty grew up in Lake Forest with his parents and brother, Steve, but has lived in Chicago for seven years. He enjoys running, golfing and playing poker. Kyle Smith
Laurie A Leja, CLTCFinancial Representative Laurie Leja graduated from the University of Minnesota with a degree that emphasized marketing, speech, and journalism. She started her career with the Northwestern Mutual Financial Network in 1991. Laurie is married to her husband, Walter, and lives in Mt. Prospect with their two children, Andrew and Alicia. She is also an advocate of children with hearing losses. Leo Tibensky
Joshua LernerFinancial Advisor Josh Lerner graduated from Southern Methodist University in 1997. He worked for a few years at the Chicago Board of Trade and the Chicago Mercantile Exchange. In 2001, Josh decided to work for the Northwestern Mutual Financial Network. Josh lives with his wife, Kelly, and enjoys writing and coaching high school football. He is the head JV coach and the Varsity wide receivers coach. Lloyd Hood
Thomas G McBreenFinancial Advisor Tom McBreen graduated from Miami of Ohio in 1996 with a BA in finance. He started his career with the Northwestern Mutual Financial Network in 1996. Tom lives in Chicago with his wife, Kate. In his spare time he enjoys golfing, skiing and traveling. Mike MegallFinancial Representative Christopher MettamFinancial Representative Alan L NeroFinancial Representative Adam J Neubauer, CLTCFinancial Advisor Eric J Neumann, CLTCFinancial Representative Eric Neumann graduated from Kendall College in Evanston, earning a bachelor of arts in hospitality management. He signed his full-time contract with the Northwestern Mutual Financial Network in 2003. Eric lives in Glenview and enjoys traveling and playing soccer in his spare time. Bradley NiederFinancial Representative Ryan PaulsenFinancial Representative Richard PerlinRetirement Plan Specialist Retirement and Pension Specialist Derek S PetersonSenior Investment Specialist Derek Peterson graduated from Drake University in 1993 with a B.B.A. in finance. In 1994, he started working for Robert W. Baird & Company, Inc. He moved on to the Northwestern Mutual Financial Network in 2003. Derek and his wife, Jennifer, live in Chicago and enjoy traveling. Ross M PetersonFinancial Representative David PoznanskiFinancial Representative David Poznanski has been with the Northwestern Mutual Financial Network for over 16 years. He works with many professional athletes, including members of the Chicago Bulls and the Chicago Bears. David lives in Mt. Prospect with his wife, Joan, and their children. Michael Riback, CLU®Financial Advisor Richard Christoph
Alex Shibicky, CLU®, ChFC®Financial Advisor Keith SpengelFinancial Advisor Keith Spengel started his career with the Northwestern Mutual Financial Network as a college intern at the University of Iowa and became a full-time Financial Representative in 1990. Keith, his wife Trish, and their two sons live in McHenry, IL. John Tibensky, MAFinancial Representative John Tibensky graduated from Beloit College with a degree in economics. He also received an M.B.A. in Economics from the University of Illinois. John began his full-time career with the Northwestern Mutual Financial Network in 1979. John and his wife, Linda, live in Oak Park and have one son named Henry. John enjoys traveling and collecting fine wines. William TippetSenior Investment Specialist Will has been a Financial Representative since 1987. He is currently an Investment Specialist with the Hoopis Financial Group specializing in wealth accumulation and investment products. Roger Van WazerFinancial Representative Allen Weintraub, CLU®, ChFC®Financial Representative Austin Wyman, CLU®, ChFC®, RHU®Financial Representative |
