My Team
Mike McGinley and his team are dedicated to providing outstanding customer service and guidance as it relates to their clients’ needs. Together, they have over 80 years of financial industry experience and are focused on offering each and every client a complete financial plan- whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. Please call whenever you have a question or need assistance; Mike and his team are happy and prepared to help.
Joe Reitz, CFP®
Joe is a Western Michigan and an Indiana University Kelley School of Business graduate. Joe works directly with clients with a special focus on retirement accumulation and distribution strategies. He is married to Jill and they have six children, Juliana, AJ, Ginny, Johnny, Hannah, and Pete.
What Joe can do for you:
- Meet in person or via Zoom
- Help clarify retirement goals
- Develop comprehensive investment strategies
- Solidify risk management funding
Andrew Crooks, ChFC®
Andy initially established his own practice 10 years ago. Like Joe, he works directly with clients with a primary focus on retirement accumulation and distribution strategies. Andy also leads various aspects of our overall client planning initiatives. Andy is an Indiana University graduate and is married to Gwen.
What Andy can do for you:
- Meet in person or via Zoom
- Help clarify retirement goals
- Develop comprehensive investment strategies
- Solidify risk management funding
Stephanie L Harbison
Stephanie has 10 years of experience at Northwestern Mutual. Stephanie leads the creation of customized retirement plans with a focus on asset accumulation and income distribution. Stephanie is graduate of the Kelley School of Business at Indiana University and is married to Zach with two children, James and Isla.
What Stephanie can do for you:
- Create a customized retirement plans with Monte Carlo simulation
- Assist with website access and navigation
- Execute 401k rollovers with service providers
- Coordinate with Mike, Joe, and Andy on planning items
Scott P Cork, CLU®, ChFC®
With 23 years of industry experience, Scott leads our investment operations. Scott assists with the development and implementation of customized investment strategies and is also available to coordinate with clients’ CPAs and attorneys upon request. Scott is a Ball State graduate and is married to Sonya with one child, Toby.
What Scott can do for you:
- Answer any investment related question
- Take orders to buy or sell securities
- Clarify tax related items with your CPA
- Coordinate money movement between other institutions / banks
Katie Speckman
Katie has 17 years of experience at Northwestern Mutual. Katie leads a variety of investment service initiatives for our clients, including tax loss harvesting and required minimum distribution management. Katie is an Indiana University graduate and is married to Brandon with three children, Ben, Ellie, and Kate.
What Katie can do for you:
- Answer investment related questions
- Execute tax loss harvesting
- Establish and fund new investment accounts
- Coordinate advisory client activity with Mike and Scott
Alyson Frantz
Aly has 14 years of investment experience, including valuable time with Merrill Lynch. While leading various aspects of our investment operations, Aly is readily available to answer any investment related questions and takes orders to buy and sell securities. Aly is a graduate of Indiana University.
What Aly can do for you:
- Answer investment related questions
- Take orders to buy or sell securities
- Coordinate money movement between other institutions / banks
- Establish and fund new investment accounts
Jamie Jones
Jamie leads the scheduling of in-person and virtual client meetings, in addition to greeting clients at our office. Jamie also works closely with Mike, Joe and Andy on various financial planning items. Jamie lived in the Caribbean doing missions work for 2 years and most recently spent 5 years at St. Vincent’s Sports Performance.
What Jamie can do for you:
- Schedule in-person or Zoom meetings with Mike, Joe, or Andy
- Greet and welcome clients at our office
- Assist with life and disability income insurance underwriting coordination
- Coordinate with Scott, Katie and Aly on related items for investment accounts
Robin Kontor
Robin leads our unique client appreciation focus, while working closely with Jamie for the scheduling of client meetings. Robin also coordinates our teams' internal communication. Robin is a Ball State graduate and is married to Jeff with three children, Courtney, Jordan, and Frankie.
What Robin can do for you:
- Schedule in-person or Zoom meetings with Mike, Joe, or Andy
- Assist with website access
- Help facilitate any customer service items
- Coordinate planning items with any team member
Christopher M Lawson
Chris has 11 years of experience at Northwestern Mutual. While leading various aspects of our insurance operations, Chris assists clients with a variety of customer service and planning
items. Chris is a graduate of Lincoln Christian University and is married to Sarah with one child, Brooks.
What Chris can do for you:
- Help implement various planning items, with a special focus on complex insurance planning
- Help facilitate any customer service item
- Assist with beneficiary, ownership, premium payments, or address change
- Coordinate with Scott, Katie and Aly on related items for investment accounts
