Management Team

Our business is about relationships, and we have a strong management team in place that understands this. They are committed to furthering the development of our financial representatives through training and guidance, so the representatives can establish enduring and solid relationships with their clients.

 Dan Howard

Dan Howard

Financial Advisor
Mobile 262-352-5798

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 James P Grogan

James P Grogan, CLU®

Managing Director
Office 414-358-5100

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Jim, a native to the Milwaukee area has over twenty five years of experience in the financial services industry with thirteen years serving as a Managing Director. As a Managing Director he has the unique opportunity of balancing personal production and managing a district office. While managing a district office, Jim has the ability to recruit, train, develop, mentor, and support his Financial Representatives and staff.  

He has earned the Chartered Life Underwriter (CLU® ) designation and is a Board member of Northwestern Mutual Managing Directors Association as well as the National Association of Insurance and Financial Advisors.  Jim earned his Bachelor's of Business Administration from the University of Wisconsin-Madison.  A very passionate alum and sports enthusiast, Jim loves to cheer on the Badgers.  Jim and his wife, Meg, live in Menomonee Falls with their son, Matthew.

 Jason T Seyfert

Jason T Seyfert, CLTC®

Field Director
Office 414-358-5110

My Networks: LinkedIn

Jason started with Northwestern Mutual in 2005 as a College Financial Representative.  After graduating UW-Whitewater with a Bachelor's in Finance in 2007 and being recognized as a top 10 intern in the company, he joined the team as a Financial Representative. Since then, Jason has earned the title Financial Advisor and is now currently Park Place's College Unit Director.

Jason Seyfert is a Wisconsin native; he currently resides in Mequon with his wife, Jessica and their daughter Mackenzie.


 Patrick J Kohler

Patrick J Kohler, CLU®, ChFC®

Field Director
Office 414-358-5098

My Networks: LinkedIn

Patrick Kohler CLU®, ChFC®, has been in the financial services industry since 1994. Pat joined the Northwestern Mutual Financial Network as a Financial Representative in 1995. Pat graduated from Marquette University with a degree in Business-Finance in 1993. He has since secured the designations of CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) through the American College to better service the needs of his clients.

He grew up locally in Whitefish Bay, WI and now resides in Brookfield, WI with his wife Heidi and three daughters: Savannah, Lilly and Ashley. St John Vianney Parish, family vacations, and coaching his girls sports teams keep him busy outside of work.

 William Mark Boyle

William Mark Boyle, CFP®

Field Director
Office 414-358-5129

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Bill Boyle has been with the firm since 2007 after graduating from the University of Wisconsin-Madison. He is third generation at the Greater Milwaukee Network Office, and works out of the Menomonee Falls office. Bill grew up in Green Bay—Titletown—and he now lives in Brookfield with his wife Sara, and son William (Will).

Bill enjoys working with attorneys and high end sales professionals. In addition to life and disability risk shifting, Bill Boyle’s clients look to him to help execute savings strategies to efficiently accumulate wealth.

Outside of work, Bill socializes with friends and spends a lot of time at the Milwaukee Athletic Club. He regularly attends Badger Basketball and Packer football games. In his off time Bill spends time vacationing and golfing.


Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck