Staff
Adam Neubauer provides solutions for his clients´ personal and business needs. Adam doesn´t do it alone. Here you will find the team which help make it happen. They pride themselves on being able to handle your questions and issues with clarity, professionalism and concern.
Whatever your concern, be it a service request, a need for information or clarification, or a "how-to" question, please call them knowing they will respond promptly.
The Team of McBreen, Neubauer & Associates
John D Saalfield
Associate Financial Representative
john.saalfield@nmfn.com
(847) 663-7780
Case Analysis
John Saalfield joined the team in 2008. He specializes in understanding and implementing your complex and sophisticated investment needs. He brings a wealth of experience, training and understanding to our team. John has his Bachelor of Arts degree from Southern Methodist University and completed his MBA at the Kellogg School of Management at Northwestern University.
We hope you will turn to John whenever you need his expertise.
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Tracy J Swafford
Associate Financial Representative
tracy.swafford@nmfn.com
(847) 663-7048
Client Relations
Tracy joined us in March, 2007. She graduated from The University of Arizona with a Bachelor of Science in Retail and Consumer Studies. Tracy has a high level of interest in customer service with over 14 years of experience in the industry. Her goals include being a critical part of the team that makes your experience with Northwestern Mutual Financial Network the very best.
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Rumelia F Lodhia
Associate Financial Representative
rumelia.lodhia@nmfn.com
(847) 663-7062
Insurance Operations
Rumelia joined the team in early 2004. She obtained her MBA in Finance earlier in her career, from Loyola University in Chicago. She now handles the insurance application process from start to finish. In addition, Rumelia is indispensable in assisting with many of the service related issues you bring to the office.
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Kathryn Grace Peterson
Associate Financial Representative
kathryn.peterson@nmfn.com
(847) 663-7796
Investment Operations
Kathryn “Katie” Peterson, joined us in 2008 as a vital resource to our Investment Operations Department. She brings a background of financial acumen and understanding to her position. She has previously served as a Financial Representative with Northwestern Mutual. Katie completed her studies at Northeastern with a BA in Sociology and a minor in Mathematics. She is able to answer a multitude of questions surrounding your accounts and can assist you with many of the transactions you may need.
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Meenakshi Rai
Associate Wealth Management Advisor
meena.rai@nmfn.com
847-663-7747
Case Analysis
Meenakshi "Meena" Rai joined our team in 2009. She obtained her MBA in Finance Cum Laude from Roosevelt University. She assists with our case analysis and preparation. We are excited to have Meena on our team as her experience and knowledge are both equally important towards our clients' needs.
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Adrienne Cox
Administrative Assistant
adrienne.cox@nmfn.com
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