Staff

Customer Service is very important to me and 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 of Network Specialists and support staff. Together, we make 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

Business Manager
Office 612-758-7797

Diann assists Keith with management duties, marketing, appointment scheduling, insurance underwriting and overall operations. If you would like to schedule an appointment or have any questions, please contact Diann.

Diann started with Northwestern Mutual in 1990. She is an Associate Financial Representative and has earned her CASL® (Chartered Advisor for Senior Living), CLU® (Chartered Life Underwriter), and ChFC® (Chartered Financial Consultant). She holds her Series 6, and 63 licenses. Additionally, she is licensed in Life, Accident, and Health. Diann's undergraduate degree was in Finance from the University of Minnesota, and she earned her MBA from Saint Cloud State University in Saint Cloud, Minnesota.

Diann is assisted in her marketing efforts by Keith's hired marketing consultants, Kristin Baker and Alyssa Frank.

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.


Andrew Strom Knutson

Andrew Strom Knutson

Operations Associate 
 

Andrew Knutson is the newest member of the team, having joined in 2016. He works closely with Keith on operations.

Andrew received his Bachelors of Arts in Business Management from Carthage College in Kenosha, Wisconsin. During college he spent a year studying in Rome, Italy.

Andrew's favorite hobbies are coaching youth hockey and travelling. When he is not at the office, Andrew can be found at the hockey rink or on the road. Andrew also enjoys playing tennis, golf, and trying new restaurants and breweries around the metro area.


Donna Sue Brown

Donna Sue Brown

Operations Assistant
Office 612-758-7600

Donna Holte joined the team in 2016. She attended Winona State University and received a Bachelor of Science in Business Administration with a minor in Accounting.

As Administrative/Operations Assistant, Donna focuses on providing outstanding client service and assisting the team with underwriting processes and general office tasks.

Donna enjoys spending summers outdoors with her husband and dog, Bentley. In her spare time she travels, goes to movies, spends time with friends, and visits her family in Wisconsin.


Tara J Krause

Tara J Krause

Investment Assistant
Office 612-758-7677

Tara joined Keith's Team in early 2014. She implements the investment components of Keith's clients' financial plans. Working with the rest of the Team, she establishes investment accounts, transfers assets, places trades and establishes systematic contributions. She is an integral part of the continued service and maintenance of Keith's clients' investments.

Tara holds her series 6, 63, Life, Accident and Health licenses.

Tara received her Bachelor’s from Winona State University. She has a basset hound named Daisy and enjoys running, biking, traveling, going to Minnesota games (Twins, Wild, Vikings, etc), being outdoors, and spending time with friends and family.


Samuel S Rutherford

Samuel S Rutherford

Investment Assistant
Office 612-758-7600

Sam joined Keith’s investment team in 2014. However, Sam is not new to the financial services industry. He has a background in Financial Planning, and carries two bachelor degrees from Minnesota State University, Mankato. Sam is Series 7, Series 66, and MN Life, Accident & Health and Variable Annuities licensed.

In his free time, Sam enjoys spending time with family and friends, working on classic cars and tractors, bowling in tournaments, going for walks, watching new movies, collecting unique watches, and disc golfing.


Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Our team has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Our team has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Our team has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 

Keith O. Moeller, CPA, CFP®, CASL®, MBA, CLU®

Estate & Business Planning Specialist

 

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