Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Andrew Creighton Cesar, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Andrew Creighton Cesar, CLU®, ChFC®, CFP®

Wealth Management Advisor

Andrew “Andy” Cesar earned his bachelor’s degree in Business from the University of Wisconsin—Whitewater.  He joined Northwestern Mutual as a college intern and realized he wanted to be a business owner that focused on helping others.  As Wealth Management Advisor with a CFP® certification, Andy strives daily to help individuals, families, and businesses pursue their vision and achieve their dreams.

Andy Cesar is a member of the National Association of Insurance and Financial Advisors (NAIFA).

The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

 
Greg S Lavin, CLU<sup>®</sup>, CRPS

Greg S Lavin, CLU®, CRPS

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Greg started out his business in the Northwestern Mutual internship program in 1990. Over the years, he has elevated his skill set and focused on his knowledge of Wealth Management, specifically; Business Risk Management, Business Succession Planning, Business Continuation Planning, Investment Strategies and Employee and Executive Benefits Planning.

 
Matthew M Heckmann, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Matthew M Heckmann, CFP®, CLU®, ChFC®

Wealth Management Advisor

Across the board, the most common and biggest barrier to clients living their most fulfilling life is a misunderstanding of their own financial capacity. Matt has dedicated his entire 20+ year career to helping clients gain crystal clarity around what's possible and challenging them to intentionally live their ideal lives. He makes complex financial topics easy to understand and helps clients achieve the ultimate peace of mind that comes when they fully understand WHY their plan will work. Matt is passionate about helping you uncover your vision and providing the road map to get you there. He works to ensure you can always look back with no financial regret, and forward to a life free from financial stress.

CFP® - CERTIFIED FINANCIAL PLANNER™ certification 
ChFC® - Chartered Financial Consultant designation
CLU® - Chartered Life Underwriter designation

 
William J Collins

William J Collins

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.

 Bill Collins helps business owners sleep better at night knowing that he and his team are supporting and protecting their company’s precious human capital – their employees. With over 20 years of experience, Bill takes pride in his extensive knowledge and product offerings.

 

Michael Jason Scher, CLU®, CLTC®

Managing Director

 

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