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 team.
Please don't hesitate to contact us if you need to schedule an appointment, request a service, or just ask a question. We promise to provide you a prompt, friendly, and knowledgable response.
Annelle Kirk
Annelle started in the business with Don in 1984. As the Pittsfield office manager she oversees the team and keeps daily events running smoothly.
How can Annelle help you?
- Service on Northwestern Mutual policies
Kristian J Zumwalt
Kris joined Northwestern Mutual in 2011. She works with the teams of Sheila, Stan, Andrew, Tom, and Don. She holds her insurance license and is also securities licensed to help you with your investment needs. She is a graduate of Blackburn College with a B.A. in Marketing and Business Management with a minor in Economics. Kris resides in Pittsfield with her husband, Trevor and daughter, Ellie.
How can Kris help you?
- Meet with clients on their insurance and investment needs
- Information and service on your insurance policies
- Provide investment statements for portfolio and individual funds
- IRA/401(K) services
Sara M Olson
Sara Michele (Shelley) joined Northwestern Mutual in 2013. She works with the teams of Sheila, Stan, Andrew, Tom, and Don. Shelley holds her insurance license and is also securities licensed to help you with your investment needs. She is a graduate of the University of Missouri - Columbia with a B.S. in Finance and Banking and a minor in Real Estate. Shelley resides in Pittsfield with her husband, Andy, and two children, Nancy and Vinny.
How can Shelley help you?
- Create a personal planning analysis
- Help clients with online access and account aggregation
- Coordinates the team's travel schedule
- Meet with clients on their insurance and investment needs