My Team

My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 
Alexis Walby

Alexis Walby

Director of Investment Operations
Office 608-662-3934

Alexis is responsible for:

  • Investment account opening and maintenance
  • Trade processing, money movements, distributions and transfers

Alexis has been with Northwestern Mutual since May 2000, and joined our team in 2017. She holds the Series 6,7,9,10 & 63 securities licenses and the Wisconsin life, health & variable insurance licenses.

 
Chelsea Mohoney

Chelsea Mohoney

Director of Insurance Operations and Services
Office 608-836-3080

Chelsea is responsible for:

  • Insurance Policy Undewriting and Service
  • Appointment Scheduling

Chelsea graduated from UW – La Crosse with a degree in Business Management. She joined our team in 2019, and has previous experience as a Financial Representative with Northwestern Mutual.

 
Manjula K Hettiarachchi

Manjula K Hettiarachchi, CFA®, CFP®

Associate Wealth Management Advisor

Manjula is responsible for:

  • Portfolio Management
  • Investment Proposals

Manjula joined Northwestern Mutual in 2018.  He is a UW-La Crosse alumni, and obtained his MBA from Northeastern University.   

 
Matt McCarthy

Matt McCarthy

Investment and Planning Assistant

Matt is responsible for:

  • Plan creation and follow-up
  • Investment service

Matt graduated from UW – Whitewater with a degree in Finance. He joined our team in 2019, and has been in the securities industry for more than 5 years. He currently holds the Series 7, 66 & 24 securities licenses and the Wisconsin life, health & variable insurance licenses. He enjoys spending time with his newborn daughter and playing games with friends online.

 

Steven L Penn, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

 

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