Associates

 
 Mark J Funk

Mark J Funk, CLU®, ChFC®

Managing Director
mark.funk@nm.com

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Mark Funk began his career with Northwestern Mutual as an intern in May of 1999. After graduating from the University of Northern Iowa with a BA in finance, Mark pursued a full time position with Northwestern as a financial representative. Achievements throughout the industry include membership in the Million Dollar Round Table (2004, 2006-2010, 2014-2016), the National Quality Award (2002-2010), and the National Sales Achievement Award. Mark was named New Financial Representative of the Year for the Network Office in 2001 and 2004 and was also voted the top 20 business leaders under the age of 40 in 2005 by Cedar Valley Business Magazine. Mark was appointed Managing Director in July of 2007 and continues to direct the Waterloo district office today. Mark is a Wealth Management Advisor and works with a team of 5 to help clients with Financial Planning.   

Mark is actively involved in the Blackhawk County Estate Planning Council, Panther Wrestling Club, Immaculate Conception, Saint Edwards Parish, Sunnyside Country Club, The Greater Cedar Valley Chamber of Commerce and the National Association of Insurance and Financial Advisors. Mark resides in Waterloo with his wife Traci and children Madison, Garrett and Jenna. The family stays very busy with the kids' sports and school activities. They enjoy golfing, hunting, fishing, travelling and hiking. 

 
 Daniel L Bicket

Daniel L Bicket

Financial Representative
daniel.bicket@nm.com

 
 Eric Charles Sikkema

Eric Charles Sikkema

Financial Representative
eric.sikkema@nm.com

My Networks: Facebook

Eric began with Northwestern Mutual as an intern in May of 2012. After excelling in the internship program for four years, he decided to pursue a full time career as a financial representative in May 2016. During his time as an intern, Eric became the Team Captain of the UNI team internship program. Other achievements as an intern include hitting Power of 10 three times as well as Target 20.

Eric attended the University of Northern Iowa and graduated in May 2016 with a BA in three majors: Finance – Personal Wealth Management, Real Estate and Marketing – Sales. While at UNI, Eric was an athlete on the golf team for five years.

Eric is originally from Clinton, Iowa, and currently lives in Cedar Falls. He sits on the Panther Scholarship Club Board and is actively involved with Saint Stephens Catholic Church. In his free time, Eric enjoys sports (especially golfing), working out and spending time with family and friends.  

 
 Jordan Thomas Nash

Jordan Thomas Nash

Financial Representative
jordan.nash@nm.com

My Networks: LinkedIn

Jordan joined Northwestern Mutual as an intern in the fall of 2016. After graduating from the University of Northern Iowa in December 2016, he flipped to a full time representative. Jordan grew up in Waverly, IA, and currently resides there with his fiance Liz.

 
 Kase Donald Walton

Kase Donald Walton

Financial Representative
kase.walton@nm.com

Kase joined the Northwestern Mutual crew in May 2016 as a full-time financial representative. He graduated from the University of Northern Iowa with an investments major and minor in economics. After graduation in 2012 he worked for Glazer’s Distributors of Iowa until joining Northwestern Mutual. Kase grew up in Waterloo, Iowa, where he currently resides. Outside of work he enjoys various activities such as running, hunting, fishing, golfing and playing in a slow pitch softball league.

 

Kenneth D Trimble

Financial Representative
kenny.trimble@nm.com

Kenny joined our Northwestern Mutual team as a Financial Representative in September 2017. Before Northwestern, Kenny worked in BSA at Midwestone Bank.

Kenny was born and raised in Garrison, Iowa, and currently resides there. He received a BA in Business Administration from the University of Iowa. Outside of work, Trimble owns Hitchin Post, a bar and grill, in Garrison. He is currently building a house and enjoys to hunt.  

 
 Mark D Hubbard

Mark D Hubbard, CLU®

Field Director
mark.hubbard@nm.com

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Mark has been with Northwestern Mutual since 2004 and specializes in personal planning analysis, business analysis, estate analysis and long term care. Throughout his years with Northwestern, Mark has achieved his CLU® designation, is a qualifying member of the Million Dollar Round Table, and is an active member of NAIFA (National Association of Insurance and Financial Advisors).  

Mark grew up in Parkersburg, Iowa, and currently resides in Waverly with his wife Angie and their kids Wesley, Linde and Kaylee. Mark is actively involved in The Rotary, Chamber of Commerce, Financial Planning Association, and is the head football coach of Waverly-Shell Rock schools.  In his spare time he enjoys reading, exercising and water sports.

 
 Matthew Brian Monaghan

Matthew Brian Monaghan, CLU®, ChFC®

Financial Advisor
matthew.monaghan@nm.com

My Networks: LinkedIn

Matt started with Northwestern Mutual as an intern in 2009. In 2011, he became a full time financial representative and has built his clientele over the years, while continuing to further his knowledge. Since he joined Northwestern, Matt has obtained his CLU® and ChFC® designations.

Matt graduated from the University of Northern Iowa with a BA in Marketing in 2011. Matt grew up in Manchester, Iowa, and currently resides in Waterloo. While living in the Cedar Valley, he has become an active Investment committee member of the Community Foundation of Northeast Iowa, a volunteer for Junior Achievement and is the current President of the Cedar Valley NAIFA (National Association of Insurance and Financial Advisors).

Matt is a Notre Dame Fighting Irish fanatic and enjoys watching them and other sports in his spare time. Other than watching sports, Matt also spends his time golfing, boating, exercising and visiting with family and friends.  

 
 Nicholas Lynn Jans

Nicholas Lynn Jans, ChFC®, CFP®

Financial Advisor
nick.jans@nm.com

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Nick Jans started out with Northwestern Mutual as an intern in 2011. After graduating from the University of Northern Iowa with a BA in Finance and Real Estate, he accepted a full-time position as a financial representative with Northwestern. Since then Nick has become a Financial Advisor/Growth and Development Director. Achievements throughout his five years include Intern Power of 10, Target 20, Intern Winter Camp Qualifier, Pacesetter First 40, Fastrack Academy, and his ChFC designation.

Nick is from Grundy Center, Iowa, and currently lives in Waterloo with his wife Kelly and their Goldendoodle puppy Charlee. He is actively involved in Big House at Orchard Hill Church, Junior Achievement, Jaycees and NAIFA. On his down time Nick enjoys reading, hunting, fishing and travelling with Kelly.

 
 Scott J Sernett

Scott J Sernett, CFP®, CLU®, ChFC®, AEP®

Business & Estate Planning Specialist
scott.sernett@nm.com

My Networks: LinkedIn Facebook

For over twenty years, Scott Sernett has specialized in the unique needs of the Medical, Retirement, and Business markets. We take complex problems and solutions and turn them into a manageable process to simplify your financial life. His team of dedicated professionals can help your family or business reach your most important goals and objectives.

Scott lives in Cedar Falls with his wife Meg and their two children, Taylor and Benjamin. Scott and his family are actively involved with their church St. Stephens and enjoy spending time at athletic events for the University of Northern Iowa. Scott is also a member of the UNI Panther Scholarship Club. Scott enjoys golf, running, reading, traveling, and family time.

 
 Stephen W Thorpe

Stephen W Thorpe, CLU®

Senior Financial Representative
steve.thorpe@nm.com

 
 Trevor James Rottinghaus

Trevor James Rottinghaus

Financial Representative
trevor.rottinghaus@nm.com

Trevor started as an intern with Northwestern Mutual in the summer of 2015. He flipped to a full time representative after his graduation in May 2016 from Saint Mary's University in Minnesota. While attending Saint Mary's, Trevor was an athlete on the soccer team.

Trevor grew up in La Porte City, IA, and currently resides there. In his free time he enjoys playing in the Cedar Valley Adult Soccer League.  

 
 Tyler Oppman

Tyler Oppman

Financial Representative
tyler.oppman@nm.com

Tyler joined Northwestern Mutual in the summer of 2017 as a full time financial representative. Before Northwestern, Tyler worked Pensecola Christian College in Florida as a Marketing Project Coordinator and Admissions/Enrollment Advisor.

Oppman was raised in Janesville, Iowa, and currently resides in Waterloo with his wife Jamie. He received a Bachelors of Science degree in Marketing from Pensacola Christian College in 2015. Outside of work, Tyler is involved with refereeing in the Cedar Valley Soccer Official Association. He and his wife Jamie are involved with Waterloo Christian School and the Cedar Heights Baptist Church.

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