Adam J Neubauer, CLU®, RICP®

Wealth Management Advisor

My Team

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.

 

                                                                                                                                                                                  
   
   
   

 

 
Tracy J Coleman

Tracy J Coleman

Director of Operations
Office 847-663-7048

Director of Operations
Associate Financial Representative

Tracy joined Adam's team 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 25 years of experience in the industry.  Her goals include being a critical part of the team that makes your experience with Northwestern Mutual the very best. Tracy assists with scheduling appointments, client communication, marketing and client events among several other areas as well. Tracy resides in Northbrook with her husband AJ and three daughters, twins Sammie & Maddie, and Zoey.

Licenses

  • Life, Accident & Health Insurance
 

Daniel Mortell, CFA®

Director of Investments
Office 847-573-6808

Director of Operations
Associate Financial Representative

Daniel Mortell joined our team in 2019. He comes to us from the investment management side of the industry having spent the last 10 years representing both institutional and retail asset management firms. Daniel graduated from the University of Notre Dame with a bachelor’s degree in Economics. He is also a CFA charterholder and member of the Chicago CFA Society. Daniel lives in Glenview with his wife Ellen and two daughters, Madeline and Claire.

Licenses

  • Life, Accident & Heatlh
  • Series 66
  • Series 7
 
Daniel Grance

Daniel Grance

Associate Wealth Management Advisor
Office 847-573-6800
Mobile 847-502-3422

Investment Operations
Associate Wealth Management Advisor

Danny joined the Neubauer team in 2018. He has over 20 years of client service experience in the hospitality and management industry and was previously a General Manager. Danny is here to assist in providing a warm and inviting experience by helping the families and business we work with. Danny is an Associate Wealth Management Advisor and we are very delighted and fortunate to have him on our team. Should you have any questions or need assistance with your investment accounts please do not hesitate to reach out to Danny. Danny lives in Chicago with his wife Mary and daugher Briella.

Licenses 

  • Life, Accident & Health Insurance
  • Series 7
  • Series 63

 

 
Joanna Aguilar

Joanna Aguilar

Associate Financial Representative
Office 847-663-7000

Insurance Operations
Associate Financial Representative

Joanna has been with Northwestern Mutual since 2014. She holds an Associates Accounting degree from Everest University. Joanna handles submitting life, disability and long-term care insurance applications as well as annuities. She oversees the underwriting process, schedules medical exams and assists with policy owner service related issues for Adam's practice. Joanna can help you in answering questions regarding insurance service billing accounts, current insurance values, along with other insurance related client service needs. Joanna resides in Grayslake with her husband Joseph and three daughers, Jasmine, Juliana and Jordyn.

Licenses

  • Life, Accident and Health Insurance

 

 
Hope Hambleton

Hope Hambleton

Financial Planning Analyst
Office 847-663-7000

Hope Hambleton has been with Northwestern Mutual since 2013 and serves as my Financial Planning Associate. In this role, Hope helps me delivery financial security to my clients by developing personalized financial plans based on my client's specific goals. Hope has a degree in Political Science from Trinity College.

Licenses:

  • Life, Accident & Health
  • Series 7
  • Series 63
 

Sarah Frederick

Financial Planning Analyst
Office 847-663-7123

Sarah Rader has been with Northwestern Mutual since 2015 and serves as my Financial Planning Analyst.  In this role Sarah helps me deliver financial security to my clients by developing personalized financial plans based on my client’s specific goals. Sarah 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.  Sarah holds the Series 7, 63 and is fully licensed in life, health and disability insurance. Sarah has a Bachelor of the Arts degree from Northeastern Illinois University.

 

 
Christopher George Silchuck

Christopher George Silchuck

Financial Planning Analyst
Office 847-663-7183

Chris Silchuck has been with Northwestern Mutual since 2014 and serves as my Financial Planning Analyst.  In this role, Chris helps me deliver financial security to my clients by developing personalized financial plans based on my client's specific goals.  Chris holds the Series 7, 63 and is fully licensed in life, health and disability insurance.  Chris has a degree in Economics from the University of Illinois. 

 
 

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