My Team

Team

 Our team is committed to serving every client that comes to us with the time, dignity, and loyalty they deserve. To this end, I partner with a small group of financial professionals that share my values. While my main associate in this effort is Brett Heaton Juarez of Heaton Juarez Financial, in some cases another financial representative will join me in designing your plan.

 

Brett Heaton Juarez, CFP®, CLU©, ChSNC, M.S.

Financial Advisor

After years of working a few doors apart in our Milwaukee office, in 2020 Brett and I paired up based on complementary strengths and common values. By leveraging shared resources, teammates, and associates, Brett and I keep focus on your customized planning and still give every person, business, or family introduced to us the expertise, loyalty, and empathy they deserve. 

Brett lives in Fox Point with his wife Rebeca and kids Roque, Rio, and Nahlia. He is active with three innovative nonprofits as board president of Unity in Motion, board treasurer of the Zeidler Group, and board member of the Urban Ecology Center. His free time is spent getting outdoors all four seasons, from camping to mountain biking. 

 
Lydia Priatko

Lydia Priatko

Director of Operations and Client Service
Mobile 262-888-9995
Office 414-615-1814

Lydia was born and raised in Mukwonago, Wisconsin and attended the University of Wisconsin-Whitewater, where she earned a degree in Finance. She began her career at Northwestern Mutual as an intern on our team before moving into her current role as Director of Operations and Client Services. In her free time, Lydia enjoys spending time with friends and family, and taking her dog, Jeffrey, to the dog park. 

 
Jackie Priatko

Jackie Priatko

Client Relations Manager
Office 414-615-1814

Jackie was born and raised in Loretto, Pennsylvania.  In 1996, Jackie and her husband, Greg, moved to Wisconsin where they raised their three children. Jackie joined our team at Northwestern Mutual in 2020, and brings over 30 years of customer service experience to each and every client interaction. Outside of work, Jackie loves to kayak, hike, bike, camp and explore.

 
Pagan Wealth Management

Gina Nicole Pagan
Financial Advisor


Pagan Wealth Management

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.