Our Team

The team of Keith Moeller and Ian Donaldson is committed to providing exceptional planning and service to make your vision a reality.

Keith Moeller primarily works with individuals in preparing for and entering the retirement income phase of life and legacy planning; and with business owners in buy-sell/exit planning and key person risk/reward/retention planning.

Ian Donaldson primarily works with individuals and families on their personal planning during accumulation, the transition to and throughout their retirement years.

The 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, CLU®

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. 

 
Diann C Moeller

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

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

Diann assists Keith and Ian 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.

 

 
Mary J Donaldson

Mary J Donaldson

Director of Investment Operations
Office 612-758-7648

Mary assists Ian and Keith with investment operations and analytics. 

Contact Mary with questions regarding these matters.

Mary started with Northwestern Mutual in 2011. She is an Associate Financial Representative and is licensed in Life, Accident, and Health. She holds her Series 6, and 63 licenses. Mary’s undergraduate degree is in Business Administration from the University of Northern Iowa. Mary enjoys planning and hosting events for family and friends and is active in a variety of activities at her church.    Mary and Ian live in Eden Prairie, Minnesota with their son, Judah.   

 
Andrew S. Knutson

Andrew S. Knutson

Associate Wealth Management Advisor
Office 612-758-7786

Andrew works closely with the team on investment operations and the enhancement and execution of our comprehensive planning process. 

Contact Andrew with questions regarding these matters.

Andrew joined the team in 2016.  He grew up in South Minneapolis and attended Minnehaha Academy. Andrew received his Bachelor of Arts in Business Management from Carthage College in Kenosha, Wisconsin. During that time, he spent a year studying in Rome, Italy.  Andrew also serves as a coach for the Minneapolis Hockey Association, currently coaching the Peewee A team. He also enjoys international travel, playing tennis, golf, and trying new restaurants and breweries around the metro area.

 

 

 
Donna S Brown

Donna S Brown

Associate Financial Representative
Office 612-758-7794

Donna handles the New Business and client service insurance operations for the team. 

Contact Donna with questions in these areas.

Donna joined the team in 2016. She attended Winona State University and received a Bachelor of Science in Business Administration with a minor in Accounting.  Donna is key to our team as she focuses on providing outstanding client service to our clients.  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.

 

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

Estate & Business Planning Specialist

 

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