My Team
When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.
If at any time you have a question, concern or need, please let us know.
Christy Ogilvie McCreary
Christy has worked with us since 2014. She communicates with clients and schedules meetings. It is her pleasure to connect with clients and make sure they experience the care and attention to detail that their planning deserves. Christy has a background in music entertainment and event planning, and a degree in English Literature. She is a singer and published author.
Kathryn G Dieter
Katie Dieter has been with Northwestern Mutual since 2007 and serves as my Financial Planning Consultant. In this role Katie helps me deliver financial security to my clients by developing personalized financial plans based on my client’s specific goals. Katie also consults with me to provide investment product solutions as part of our long-term strategy which is consistent with the goals outlined in the plan. Katie holds the Series 7, 63, 66, 9 & 10 and is fully licensed in life, health and disability insurance. Katie has degree in Sociology and a minor in Mathematics.