Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Katrina E Kleemann
Associate Financial Representative
katrina.kleemann@nmfn.com
(847) 573-6814
Katrina joined Guin Financial in 2002. While directing the flow of business as the policy owner services coordinator, she possesses a vast range of experience in life insurance illustrations and quality client service. Katrina earned her Bachelor’s Degree in Business Administration at Carthage College, and holds her Illinois Life and Health License as well as Disability and Long Term Care.
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Ryan N Todd
Associate Wealth Management Advisor
r.todd@nmfn.com
(847) 573-6811
Ryan joined the team in 2004 with ten years of experience in financial services. Ryan is responsible for opening and processing investment accounts, executing trades, maintaining compliance procedures, providing investment valuations to clients, discussing account values and performance, and assisting with developing investment proposals, as well as relationship management. Ryan earned his Bachelor’s Degree from the University of Colorado. He has earned the certification of Certified Financial Planner, and he is securities registered and holds his Illinois Life and Health License.
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Michael V Falcone
Associate Wealth Management Advisor
michael.falcone@nmfn.com
(847) 573-6823
Michael has been with Guin Financial since 2007. He is responsible for daily investment operations, which includes organization of client reviews and preparing personal planning analyses. Michael graduated from the University of Wisconsin-Madison with a Bachelor’s Degree in Sociology, specializing in Analysis and Research. He is securities registered and holds his Illinois Life and Health License.
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Lacey Kangas
Associate Financial Representative
lacey.kangas@nmfn.com
(847) 573-6825
Lacey joined Guin Financial in 2008 with professional experience in administration and marketing. Along with maintaining excellent client relations for the team, Lacey’s main focus is to provide the highest level of service for the clients, which includes coordinating events and implementing new ideas. She earned her Bachelor’s Degree from Northern Illinois University and holds her Illinois Life and Health License.
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As representatives of the Northwestern Mutual Financial Network, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with the Northwestern Mutual Financial Network in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
