Michael A Mathias, CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor

Staff

 

Our team believes in continually striving toward excellence in all personal and professional pursuits. This is particularly true in the service of clients who are making some of the most important decisions of their lives.

 

 
Lisa M Hopperstad

Lisa M Hopperstad

Associate Wealth Management Advisor
Office 701-232-7175

Lisa’s Northwestern Mutual career started in 2005. Lisa takes an active role in partnering with clients and helping them design their financial plan. Her passion is to give them the opportunity to define their future.

Lisa grew up in Detroit Lakes, MN on their family farm. She currently lives in Moorhead, MN with her husband Erik and daughter Nora. She has a Bachelor of Science degree from Bemidji State University in Business Administration and Management Information Systems. Lisa is licensed for life, health, and securities (Series 7 & 63).

In her free time she enjoys traveling, being at the lake, kayaking and trying new restaurants.

Lisa has achieved the following certifications and designations:

CERTIFIED FINANCIAL PLANNER™, CFP®

  • The CFP® certification is one of the most recognized financial planning marks in the world. The CFP® certification prepares the advisor for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter, CLU®

  • The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. 

Chartered Advisor for Senior Living, CASL®                  

  • The Chartered Advisor for Senior Living (CASL) designation focuses exclusively on the unique needs of mature clients.

 

The Chartered Advisor for Senior Living (CASL®) designation is conferred by the American College of Financial Services.

 

 
Caroline M Brorby

Caroline M Brorby

Financial Planning Associate
Office 701-893-3708

Caroline grew up in England and moved to the US in 1980.  She is married to Lauren and they have three grown children. She joined Northwestern Mutual in 1980 and has been part of our team since 1997. Caroline has a Bachelor of Science degree from Minnesota State University Moorhead in Business Administration and Accounting. Caroline is licensed for life, health, and securities (Series 6, 7 & 63). Caroline’s assists our clients with their financial plans. She is the primary contact for executive benefits and insurance planning.

Caroline has achieved the following designations:

Chartered Life Underwriter, CLU®

  • The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.

Chartered Advisor for Senior Living, CASL®                  

  • The Chartered Advisor for Senior Living (CASL) designation focuses exclusively on the unique needs of mature clients.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by the American College of Financial Services.

 
Tara Lyn Andresen

Tara Lyn Andresen

Associate Financial Representative
Office 701-893-3784

Tara grew up in Britton, SD. She graduated with a Bachelor of Science degree in Business Administration from Minnesota State University Moorhead. She joined Michael Mathias' team in 2014. She is licensed in life & health insurance.

In her free time Tara enjoys reading a good book, traveling the world, fitness activities & spending as much time at the lake as possible with friends & family. She is excited to be a dog mom in the near future.

 

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