Jim Grogan grew up in Mequon, Wisconsin, attended the University of Wisconsin-Madison on the Evan’s Scholarship and graduated with a bachelor’s degree in Economics. He joined Northwestern Mutual in 1987 and spent the first twelve years building his practice as a Financial Representative. He was appointed Managing Director of the Northwestern Mutual – Park Place Milwaukee office in 1999, and has served in that role since, while maintaining his personal practice. Jim prides himself on his ability to lead by example and uphold his high levels of personal production. Jim is a Board Member of the Northwestern Mutual Managing Directors Association, Member of the Million Dollar Round Table (MDRT) and Member of the National Association of Insurance and Financial Advisors (NAIFA). A very passionate alum and sports enthusiast, Jim loves to cheer on the Wisconsin Badgers, the Milwaukee Brewers, the Milwaukee Bucks and Green Bay Packers. In his spare time, he enjoys golfing and playing tennis. Jim and his wife Meg have been married since 1988 and have a son, Matthew, who lives in Madison, WI.

Chris grew up in Cedarburg WI and graduated from Lawrence University with a degree in Psychology and Economics. While at Lawrence, he was also a member of the men's soccer team and golf team.

Chris was introduced to Northwestern Mutual by a family friend and started his career there in 2007 as a College Financial Representative. He earned his position as a full-time representative of the firm in 2009 and has held the roles of College Unit Director, Field Director, and Managing Director. Chris is currently a Wealth Management Advisor and Partner at Park Place Wealth Management.

As an advisor, Chris is passionate about creating new relationships and believes there are endless opportunities to help people with their finances. Chris has been a member of the Million Dollar Round Table (MDRT) since 2012 and is also a member of Member of the National Association of Insurance and Financial Advisors (NAIFA).

Chris lives in Mequon with his wife Cassie, son, Joshua, and daughter, Chloe. He loves spending time with his family and friends, doing anything that involves sports (especially hunting and soccer), and dedicating time to his Church and his faith.

Bill was born and raised in Green Bay, Wisconsin. He went to college at the University of Wisconsin-Madison, where he majored in personal finance. His excitement for planning grew with every UW-Wisconsin’s Certified Financial Planning (CFP ®) course. After graduation, Bill moved to the Milwaukee area to build his practice and joined Northwestern Mutual in 2007. He held various leadership positions and quickly became the youngest Growth and Development Officer his office ever had.

As a Wealth Management Advisor and CFP® professional, Bill focuses on planning first. Financial planning is about making complex topics simple. As an advisor, Bill enjoys learning about a client’s dreams, building a plan and providing expert financial guidance.

Bill married his wife, Sara, in the summer of 2014. They welcomed their first child, Will, to their family in July 2015. In January 2019, their family grew with the birth of their daughter, Brynn. Bill and his family currently reside in Brookfield, WI. In his free time, he enjoys spending time with his family, golfing, traveling, and staying active in his community.

Education is extremely important to Bill, and he’s proud to support two great organizations with the same passions. He served six years on the Wisconsin Literacy board, an organization that is changing lives by strengthening literacy statewide. He also served on the Milwaukee Chapter American Hellenic Educational Progressive Association (AHEPA) Scholarship Foundation, where he had the privilege of awarding over 100 deserving Greek American students scholarships for advanced education.