Nicholas D Potthoff, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my team.

My team works diligently to help our clients discover financial confidence.  In doing so, we deliver unparalleled customer service to each client, while providing a superior level of professional advice.  From your own financial needs, to those of your family or business - we are here for you.

Please don't hesitate to contact us if you need to schedule an appointment, request a service, or just ask a question.  We promise to provide you a prompt, friendly and knowledgeable response, every time.

 

 

 
Olivia L Grilc

Olivia L Grilc

Associate Financial Representative

Olivia joined our team in 2014, bringing over 6 years of sales and logistics expertise.  In our office, Olivia works on the integration and efficiency of our processes and communications and is responsible for the insurance underwriting process.  Olivia has earned her Series 6 and 63 licenses as well as life and health insurance licenses.  She received her B.S. in Business Administration and Entrepreneurship from Bradley University.

Olivia and her husband, Jake, raise their family in DePue, IL. She enjoys baking, sewing and various activities with her family.

How can Olivia help?

Appointment availability

Insurance Coverage and Underwriting Service and Process questions

 
Michael Barrie

Michael Barrie, CRPS®

Associate Wealth Management Advisor
Office 815-433-4325

Mike joined our team in 2014.  As a Chartered Retirement Plan Specialist, Mike helps our corporate clients establish & implement long-term financial planning objectives.  Mike is FINRA series 7 and 63 securities licensed, as well as, Life & Health Insurance licensed.  He is a graduate of Eastern Illinois University.

Mike lives in Oglesby with his wife, Jenny, and their two daughters.  He spends some of his extra time serving on the Oglesby Elementary School Board and is the long-time radio play-by-play voice for Hall Red Devils football games. 

How can Mike help?

Business Retirement Plan Service & Solutions

Securities/Trade Resources

 

Anthony M Victor

Financial Representative Assistant
Office 815-433-4325

Tony joined our team in 2018.  In 2016, he finished his B.S. in Business Administration with a Finance emphasis from the University of Colorado, Boulder.  Since finishing his undergrad, Tony spent some time traveling and exploring his passions for snowboarding and rock climibing.

Tony lives in Ladd, and enjoys splitting his free time between family and adventure sports hobbies.

How can Tony help?

Appointment Availability

Online Access to Accounts, e-Delivery, Aggregation

Marketing and Advertising

 

Greg J Vogel

Financial Representative Assistant
Office 815-433-4325

Greg joined our team in the fall of 2018.  Previously he worked at State Farm Insurance where he had a 32 year career in Information Technology, mostly in various leadership assignments.  He is a graduate of North Central College, and has since earned his Chartered Financial Consultant and Chartered Life Underwriter designations. 

 

Greg and his wife Cathy reside in Bloomington, IL.  They have three children who have all completed college and have began careers of their own.  In his free time, Greg can be found working on the family walnut tree farm.  

 

How can Greg help?

 

Financial Planning Services

 

Investment Strategies

 
John A Bellino

John A Bellino, MBA

Associate Financial Representative

John joined our team in the summer of 2018.  He comes to us with 8 years of management experience in logisitics and manufacturing.  John is working with our advisory clients and overseeing the planning side of our business.  He received his BS in Operations and Information Management from Northern Illinois and a Masters of Business Administration from Illinois State. 

John and his wife, Lacey live in LaSalle.  His hobbies include hunting and fishing and he is a fan of Notre Dame Football.

How can John help?

Investment Strategies

Financial Planning Services

 

 

Alison L Bryant

Administrative Assistant
Office 815-433-4325
 

Beth A Potthoff

Administrative Assistant
Office 815-433-4325
 
 

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