Tad Montgomery Luebbehusen
Tad has been with Northwestern Mutual since 2013. He is a graduate of Quincy University with a major in Business Finance. Tad also holds his Life & Health Insurance licenses in Illinois, Missouri, Iowa, and Indiana and is pursuing ongoing financial education studies. As Director of New Business & Communications for the Hlubek team, Tad is responsible for helping each client move smoothly throughout the planning process from start to finish. He is the team’s first point of contact and maintains an elite level of client service.
Tad may work with you directly to:
Participate in client meetings
Facilitate communications such as billing inquires, updates to your contact or beneficiary information
Process new insurance accounts
Provide assistance with online access to view your Northwestern Mutual insurance and investment accounts
Participate in the design of financial planning strategies
Conduct meeting reviews
- Provide underwriting updates
Assist in case preparation
Scheudle appointments and account reviews
Adam J Kaefring
Adam Kaefring is the Director of Financial Planning with Northwestern Mutual. Adam and his team are responsible for planning implementation, strategy, and investment account operations. He is a graduate of Mount Mercy University with a degree in Business Administration. He has been in wealth management since 2012 and started with Northwestern Mutual in January of 2014.