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.

 

 
Keith O. Moeller

Keith O. Moeller, CPA, CFP®, RICP®, MBA

Estate & Business Planning Specialist
Office 612-758-7797

Keith started his planning practice with Northwestern Mutual Wealth Management Company in 1989.  He earned a Bachelor’s degree in Business from Thomas Edison State University and a Master’s in Business Administration (MBA) from Saint Cloud State University.  Keith furthered his education by earning his CPA certification.  In 2017 Keith earned the Certified Business Exit Consultant certification through Pinnacle Equity Solutions, which provides exit planning education for owners of privately-held businesses.  Keith has also earned the CFP®, RICP®, CLU®, CASL® and ChFC®, designations. 

 
Justin A Brown

Justin A Brown

Mobile 320-533-0465

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

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.

 
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.

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.

 

 
Samantha K D Herrick

Samantha K D Herrick

Director of Financial Planning
Office 612-758-7669
 
Blake Alan Jouwstra

Blake Alan Jouwstra

Financial Planning Associate
Office 612-758-7682
 
Alyssa H. Frank

Alyssa H. Frank

Marketing Assistant
Office 612-758-7600
 

Keith O. Moeller, CPA, CFP®, RICP®, MBA

Estate & Business Planning Specialist

 

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