Heartwood Team

Growing up on a farm in a small town taught Alex the value of relationships based on hard work and trust.  Those core values that he established at a young age continue to be strengthened through his work at Northwestern Mutual today. Alex’s goal is to help his clients attain financial security and leave them better off than when he found them. Outside of the office, Alex loves spending time with his family, going to the lake, and hunting.

Grant began his career with Northwestern Mutual as a College Financial Representative in 2004, while attending the Kelley School of Business at Indiana University. He places great value on building long-term relationships with his clients and assisting families and businesses in achieving financial security. When Grant is not meeting with clients, he enjoys spending time with his family, playing golf, spending time at the lake, and traveling the world!

Jeff has been with Northwestern Mutual since 1996 and specializes in retirement, investment, and business planning. Jeff believes that success is rooted firmly in family and community. He is an active member of his local church and the Society of St. Vincent de Paul, and he enjoys playing guitar, playing tennis, and fishing.

Kyle has been with Northwestern Mutual since 2002, after he graduated with a Bachelor’s Degree from the University of Indianapolis School of Business.  Kyle’s areas of expertise include Wealth Management, Investment Planning, and Retirement Planning. He enjoys spending time with his family, traveling all over the country and abroad, spending time on the water, and racing his top fuel dragster in the summer months.

Matt has been with Northwestern Mutual for 15 years and not only serves as a Financial Advisor, but also as the Managing Director for the Fort Wayne District Office. Growing up with a farm background himself, he specializes in working with farms and agriculture-related businesses. When he’s not meeting with clients, Matt enjoys spending time with his family and attending the athletic games of his three children.

Kedric is passionate about his profession as an Associate Financial Representative because it gives him the opportunity to make a positive impact on the community while helping his clients work towards their financial goals and protect their loved ones. In his free time, Kedric enjoys spending time with his wife and 4 children, leading his Bible Study Fellowship, playing softball and golf, watching Indiana football (IU, Colts & Notre Dame), and vacationing in Florida and Tennessee with his family.  

Brooke oversees the Operations, Human Resources, Marketing and Financials of the team. She is passionate about creating team processes and systems that enhance the client experience, and is always looking for ways to improve the functions of the team in ways that help us provide the best service possible. In her free time, Brooke enjoys watching hockey, cooking, being outdoors, and spending time with her family, fiancé, and dog.

Melissa serves as the Client Service Manager for Matt Henry, Kyle Wurtzel, and Grant Goeglein. She is the central contact point for client questions and service and supports the team in providing a smooth workflow. She especially appreciates being part of a team that provides strong, lifelong relationships with our clients. In her free time, Melissa enjoys spending time with her husband, 4 children, and 4 grandchildren. She also loves spending time at the lake, reading, and traveling to Boundary Waters.  

As our Director of Insurance Services, Taylor ensures the insurance application process goes smoothly for all of our clients. She loves how her role allows her to help others financially prepare for their future and the unknowns of life. She is engaged to be married to her fiancé, Jacob, in August of 2022. Together, they are dog parents of their goldendoodle Bennie. They enjoy traveling, being in the company of their friends and family, and cozying up at home to spend quality time together with their pup. 

As the Client Service Administrator for Kyle Wurtzel, Matt Henry, and Grant Goeglein, some of Joni’s primary responsibilities include scheduling client meetings and client data input, in addition to a variety of other support functions. Joni holds a BS and an MBA in Business Management and Human Resources. She also serves on the Kosciusko County council and is very active in the community and her church. Joni enjoys family time, reading, traveling, watching sports, Christian and Country Music, and watching Notre Dame Women’s Basketball.

Meghan serves as the Client Service Administrator for Alex Reinhard and Jeff Rapp, and her primary responsibilities include scheduling client meetings and client data input, in addition to a variety of other support functions. She is passionate about putting the client first and ensuring she does everything she can to provide a seamless experience for our clients. In her free time, Meghan enjoys spending time with her husband, BJ, and two sons and coming up with creative activities to do as a family. 

Anna serves as the Client Service Associate for the Associate Financial Representatives on our team, a role which involves coordinating workflow and supporting the day-to-day service needs of our clients. Anna and her husband have four daughters and she enjoys spending time with her family and friends. Her hobbies include photography, quilting, exercising, and traveling in the western United States.

As our Director of Planning, Josh works with the advisors to create comprehensive financial plans for a variety of different client goals, aspirations, and needs. He is passionate about helping our clients achieve their version of financial security and creating plans that support the client’s vision for their future. In his free time, Josh enjoys spending time with his wife and their new puppy, traveling, being outdoors, spending time on the lake, photography, and being with his friends and family.

Rich serves as a Financial Planning Specialist on our team and supports the advisors in creating comprehensive financial plans in alignment with the goals of each client. Rich appreciates the impact he’s able to make on the lives of each of our clients through the work he does every day and has a passion for learning and finding new ways to bring enhanced value to our client experience. In his free time, Rich enjoys spending quality time with his wife and daughters.

Teri serves as our Director of Investments and has been with Northwestern Mutual since 1998. As part of her role, Teri ensures investment transactions are completed in a timely and accurate manner. She takes pride in her attention to detail and commitment to excellent service. Teri is married with 4 children and enjoys traveling, watching one of her sons play guitar, and the other play soccer.

As our Wealth Management Associate, BJ takes pride in ensuring investment transactions are completed in a timely and accurate manner. He also enjoys interacting with clients and helping them with their financial planning needs. BJ graduated from the University of Saint Francis with a BS in Business Administration. He loves spending time with his wife, Meghan, and two sons. He is also an outdoorsman who spends lots of time enjoying nature.