My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.

 

Joe Bartello

Associate Financial Representative

I have spent my life dedicating my professional career to help people.  I grew up in Newton Iowa and attended Iowa State University where I received a bachelor’s degree and met my future wife.  After college I spent 12 years in law enforcement where I spent time as a patrol officer all the way up to serving my last 5 years in law enforcement as a Chief of Police and served over 2 years as a City Administrator.  My wife and I had become Northwestern Mutual clients years ago and we were very grateful the service and expertise they demonstrated putting together our family’s financial plan.  In 2020 I had an opportunity to step into a financial planning role with Northwestern Mutual where I could have the opportunity to share with others what was shared with me.  My experience in municipality work has allowed me to gain a lot of knowledge around work groups and what they need to be successful, therefore I not only focus on working to build financial plans for families and individuals but also groups and business as well.  This fall I have joined Jerry Schwaller as an Associate Financial Representaive where I continue to service my clients and Jerry’s as well with a focus on always being open to meeting new people.  In my free time I enjoy spending time with my wife and two young children and spending time being outdoors. 

 
Jerry Schwaller

Jerry Schwaller, CLU®, CASL®, CAP®, AEP®, CFP®

Wealth Management Advisor

 

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