Gregory R Pederson, CLU®, CFP®

Wealth Management Advisor

Our Team

I take customer service very seriously and so does my team. Together, we are committed to providing exceptional customer service to all of our clients.

Please call any of my team members below directly to schedule an appointment, answer questions, or provide any other service related needs. They are ready to respond promptly to your requests. 


My Colleague

Travis Scott Kempf

Travis S Kempf

Financial Advisor
travis.s.kempf@nm.com
Office 715-254-3913

 

Travis began his career with Northwestern Mutual in 2008 and enjoys working with families to create a customized comprehensive plan to achieve their goals and make an impact generationally.  He graduated from the University of Wisconsin – Stevens Point with a degree in Business Administration. He played baseball at UWSP after transferring from the University of Illinois at Chicago and participated in Division 1 NCAA Regional in Lincoln, NE as well as 2 Division 3 College World Series in Appleton, WI. Travis has a passion for watching, playing and coaching sports of all kinds. Originally from Southeastern Wisconsin, he and his wife Gina currently reside in Custer, WI with their three children; Lila, Landon, and Leo.


My Team

 
Timm W Bean

Timm W Bean

Associate Wealth Management Advisor
Office 715-254-3906

Timm joined Greg's team in November 2017. He has his licenses in life, and accident & health. Timm is also Series 7 and 63 securities registered.

He assists Greg in managing all investment clients by handling service requests, performing research, portfolio analysis and solutions, investment trading and proposals, and assisting with the preparation and implementation of the holistic financial planning process.

Timm grew up and lives in Vesper with his wife, Michelle, and three children. He has a bachelor's degree in managerial accounting and business administration and enjoys watching sports, reading, and spending time with his family.

 
Holly V Beauvais

Holly V Beauvais

Associate Wealth Management Advisor
Office 715-254-3914

Holly has been with Northwestern Mutual for over 21 years, joining Greg's team in September of 2011. She has her licenses in life, accident & health, and long-term care insurance. Holly is also Series 6, 7, and 63 securities registered.

She assists Greg with his business by managing advertising and marketing, appointment setting, maintaining the client data base and tasks, creating paperwork for new investment clients, and helping with rollovers and transfers.

Holly moved to Stevens Point in 2011 with her husband, Rob, after living in Milwaukee her whole life. She has a bachelor's degree in business management and enjoys yoga, jogging, listening to music, and traveling.

 
Mark A Schmitt

Mark A Schmitt

Associate Financial Representative
Office 715-254-3902

Mark joined Greg's team in June 2018. He has his licenses in life, and accident & health. Mark is also Series 6 and 63 securities registered.

He assists Greg in servicing his existing retirement plan businesses. Mark works with plan providers to enroll employees and conduct education meetings, handling employee service requests, rollovers, processing paperwork, preparing Annual Compliance Reviews, and being the liaison with plan providers and Third Party Administrators.

Mark grew up in Rothschild and lives in Mosinee with his two black labs, Meathead and Walter. He has a bachelor's degree in business administration and enjoys fishing, bicycyling, and hiking with his dogs.

 
Jane L Flanagan

Jane L Flanagan

Financial Representative Assistant
Office 715-254-3915

Jane joined Greg's team in September of 2009.

She assists Greg in managing all insurance and annuity clients by handling service requests, preparing insurance and annuity applications, assisting with underwriting and claims, preparing insurance illustrations, filing, ordering and maintaining office supplies and forms, handling client review letters, and managing Greg's insurance and security licenses.

Jane lives in Stevens Point with her husband, Kevin, and has 3 children and 5 grandchildren. She enjoys traveling, shopping, and collecting Christmas ornaments.

 
 

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