.. Our Team : Keith O. Moeller : Northwestern Mutual Wealth Management Company

Our Team

My team is committed to providing exceptional planning and service to make your vision a reality.

Collaborating with you, I will help you prepare for and enter the retirement income phase of life, addressing the risks to your financial independence, including estate and legacy planning. 

With expertise in working with business owners, I and my team provide guidance, inspiring intentional outcomes, in the areas of buy-sell/exit and key person risk/reward/retention planning.

Our team has a strong commitment to customer service.  If at any time you have a question, concern or need, please let us know.

 

 
Diann C Moeller

Diann C Moeller, CLU®, ChFC®, CASL®, CLTC®

Director of Marketing and Business Operations
Office 612-758-7797

Diann assists Keith with management duties, marketing, appointment scheduling, and overall business operations.  Contact Diann to schedule an appointment or if you have general questions.  612-758-7797

Diann started with Northwestern Mutual in 1990. She is an Associate Financial Representative and has earned her CASL®, CLTC®. CLU®, and ChFC®. She holds her Series 6, and 63 licenses. Additionally, she is licensed in Life, Accident, and Health, and Long Term Care Insurance. Diann's undergraduate degree is in Finance from the University of Minnesota, and she earned her Master’s in Business Administration (MBA) from Saint Cloud State University.  Diann enjoys writing, reading, travel and community service. She has a passionate commitment to her family and friends. Diann and Keith live in Medina, Minnesota.

 

 

Christopher M Cox

Director of Strategic Development
Office 612-758-7745

Chris supports our clients and team, focusing on business continuity and process improvement. Chris assists Keith in the areas of management and strategic development.   Contact Chris with questions in these areas.  612-758-7745

Chris began his career in financial services with Northwestern Mutual in 2001 as an employee at the company’s corporate home office in Milwaukee.  In 2019 he and his wife moved to Minneapolis and Chris joined Keith’s team. Chris has the CLTC designation and holds the Series 6 & 7 securities licenses.  Chris attended Cardinal Stritch University and received a Bachelor of Science in Business Administration. With more than twenty-five years of experience in the life and health industry and a passion for supporting the goals of business owners, Chris understands the challenges our clients face and the respect we must give these relationships to maintain their trust. When not working, Chris enjoys cooking, gardening and cycling. He and his wife are avid travelers where they enjoy experiencing local food and culture.

 
Kailee Maria Soderlund

Kailee Maria Soderlund

Office 612-758-7777

Kailee joined Northwestern Mutual as a financial advisor in 2016 and joined Keith’s team in 2019.  Along with serving her own clients, she works alongside of Keith in developing new clients in the markets that we serve.  Kailee can be reached at ­­­­­­­­­­­­­­­­­­­­­612-758-7777.

Kailee holds the Series 6 and 63 licenses, and is Life, Accident & Health licensed.  She graduated Summa Cum Laude from the College of St. Scholastica with degrees in Economics and Finance, and was featured on the cover of their Alumni Magazine for her work in providing financial planning and scholarships to survivors of domestic violence. She was recently named a Rising Young Professional by Finance and Commerce Magazine. Outside of work, Kailee enjoys cycling, playing piano, and time at the lake with her husband Josh.

 

 

Jessica Malmquist

Operations Assistant

Jessica assists our team and clients in the areas of insurance new business processing, client service, and general office administration.  Call Jessica with questions in these areas.  612-758-7794.

Jessica joined the Moeller Team in 2019.  Licensed in Life, Variable Life and Variable Annuities, She has been working in the life insurance industry for almost 10 years and is passionate about helping people protect and provide for themselves and their loved ones. Jessica enjoys building and maintaining relationships with both clients and her coworkers.  In her spare time, Jessica enjoys spending time with her family and friends, and loves her two cats (her “babies”) Cleo and Boots.

 

 
Justin A Brown

Justin A Brown

Associate Financial Representative
Office 612-758-7786

Justin supports clients and our team in the areas of planning and investment operations and service.  Contact Justin with questions in these areas.  612-758-7786

Justin joined Northwestern Mutual in 2018 and became a part of the Moeller Team in 2019. He is an Associate Financial Representative and is licensed in Life, Accident, and Health, and Long Term Care Insurance.  Justin attended St. Cloud State University and received a Bachelor of Science in Biochemistry, with a minor in Biology in 2016. With a desire to build strong personal relationships through his work, Justin proceeded to gain experience in other fields of interest, including Estate Planning/Business Law and Finance. He enjoys collaborating with people to find creative solutions that suit their life goals. In his spare time, Justin enjoys spending time with his wife Jenna, and playing with their dog, Peanut.

 
Samantha K D Herrick

Samantha K D Herrick

Director of Financial Planning

Sam and Blake assist the team with personalized planning analysis, investment allocation evaluation, and the preparation of financial solutions.

Sam started with Northwestern Mutual in January 2014 and is currently pursuing her ChFC designation.  She holds her Series 7 and Series 63 investment licenses and is also licensed in Life, Accident, Health and Long Term Care Insurance.  Sam attended Concordia University where she received her Bachelors’ degree in Business Management, Finance and Math.  She and her husband live in Saint Paul.  Sam enjoys country music, practicing calligraphy, and traveling.

 

 
Blake Alan Jouwstra

Blake Alan Jouwstra

Financial Planning Associate

Blake joined Northwestern Mutual in June 2017 and Keith’s team in 2019.  Blake assists the team with personalized planning analysis, investment allocation evaluation, and the preparation of financial solutions.

Blake holds his Series 7 and Series 63 licenses and is also licensed in Life, Accident, and Health Insurance. Blake attended Southwest Minnesota State University where he received Bachelors’ degrees in Finance and Business Management. Blake recently moved to downtown Minneapolis and enjoys playing softball, supporting Minnesota sports teams, and going to breweries around the metro area. 

 

 

Keith O. Moeller, CPA, CFP®, RICP®, MBA
Estate & Business Planning Specialist


Moeller Advisory Group

 

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