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.

 
Mary Elizabeth Lucas

Mary Elizabeth Lucas

Associate Financial Representative
Mobile 262-880-6154

Mary Lucas joined my team in January 2018.

Mary is passionate about helping people with developing a plan for a Long Term Care event, and protecting their family. 

Mary has her Life insurance license, LTC certification and has completed her Series 6 and 63.

During Mary's free time she is busy guiding her young adults into being successful working adults.  When she is not guiding her crew she can be found in the yoga studio or hiking the Ice Age Trail.

 

 

 

Peter Reding Benz

Associate Financial Advisor
Office 414-615-1887

414-615-1887

Peter Benz, MSAE, is a seasoned veteran in the financial services industry and excited to have joined Sherri's team in January 2017.  Having most recently spent five years at Russell Investments, engaged in highly specialized partnerships with national financial broker-dealers, he has compiled a robust and secure financial toolkit.  His extensive credentials and diverse skill set will help you understand the long term benefits of a diversified investment plan and better grasp how global economic events impact individual and group portfolio returns.  Peter and Sherri will help you with:

  • Investment-oriented Personal Planning Analyses (PPA)
  • Research and customize Investment and Retirement plans

Pete currently resides in Wauwatosa with his wife and three children.  He is very active in the St. Jude the Apostle Parish community and his children attend the St. Jude the Apostle school.  Pete is a native of the Cleveland area and is an outspoken enthusiast for all of the Cleveland sports teams.  He enjoys golfing, playing basketball, and taking trips to the North Woods of Wisconsin with his family.

 

Sherri A Mitchell, CLU®, CFP®

Wealth Management Advisor

 

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