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

Wealth Management Advisor

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.

Tannar Johnson

Tannar Johnson

Marketing/Client Relations Manager
Office 608-836-2081

Tannar can help you with:

  • Appointment Scheduling

  • Policy or account service

  • General Inquires

Tannar is a 2015 graduate of the University of Wisconsin-Whitewater with a BBA in Marketing.  Tannar spent a year as a College Financial Representative with our office before joining our team. He holds the series 6 & 63 securities licenses and Wisconsin life, health & variable insurance licenses.

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.

Darrin M Sharp

Darrin M Sharp

Associate Wealth Management Advisor
Office 608-836-2085

Darrin assists with:

  • Financial Plan Analysis
  • Fee-based Portfolio Management

Darrin joined Northwestern Mutual in September of 2012. He has earned his MBA from the University of Wisconsin- Madison

Jillaine N Squires

Jillaine N Squires

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

Jill can help you with:

  • Risk product underwriting questions

  • Policy change and service request

Jill is a native of Madison and joined Northwestern Mutual in 2015 and became apart of our team in 2016.


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