My Team

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, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Alexis N Chase

Alexis N Chase, B.S.

Investment Operations Support
Office 630-353-2300

Alexis brings a tremendous amount of experience and has worked with Northwestern Mutual for over five years.  Her specialized experience allows her to provide a high level of efficiency to the new account onboarding process.  As a NMIS Services Associate, Alexis has her Illinois Life and Health license along with her Series 6 and 63 registrations.  Alexis is an expert on the investment new account onboarding process and provides a personalized client experience on new client accounts.  Alexis assists clients during rollover communications with plan providers and is responsible for analyzing client account statements and new account documentation.  She also works to bring over assets from former broker dealers and investment firms. 

Alexis graduated from North Central College in 2012 with a Bachlor of Science Degree in Finance and Economics.  She now lives in the Chicagoland area.  

Erik R Krueger

Erik R Krueger

Director of Investments and Planning
Office 630-353-2300

Timothy M Jackson

Financial Advisor


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