Christopher David Carlson

Financial Representative

My Team

Working With The Carlson Team

  • As a team, we are dedicated to always looking out for the best interest of our clients.
  • We have a young team that is ambitious, reliable, and looking forward to building long term relationships.
  • Each member of our team is focused on our professional development so that we can each be a dependable resource to our clients in all situations and markets.
  • Our team prides itself on dedicated follow up and timely response to our clients. We always respond to inquiries within 48 hours unless there is a major emergency. We are always respectful of our clients’ timelines, but do not lose focus on the importance of taking action.
  • Our team is always willing to listen and provide relevant feedback to each individual or family we work with. We are open and honest about our recommendations and even our compensation.  

 
Rick Timothy Fifrick

Rick Timothy Fifrick

Director of Operations
Office 414-389-8927

Rick grew up in the Sheboygan area and attended the University of Wisconsin-Milwaukee. He graduated with a degree in social work and joined Northwestern Mutual in 2011 as a financial advisor. Later that year, Rick transitioned into an associate financial advisor role within the firm. Rick is licensed in both insurance and investments. In his free time, Rick enjoys spending time with his wife and son hiking around various county and state parks in Wisconsin.  He is a proud Milwaukee Bucks and Green Bay Packers season ticket holder and a passionate Liverpool Football Club supporter. 

Rick is responsible for:

  • Internal office matters, planning, and analytics for clients
  • He is the primary contact on the team when drafting comprehensive financial plans
  • Investment operations
 
Courtney Gruenwald

Courtney Gruenwald

Director of Client Relations and Marketing
Office 414-358-5129

Courtney grew up in Lakewood, CO and has lived in the Milwaukee metro area since 2010. She joined the Northwestern Mutual team in 2017. Courtney is licensed in Life Insurance, Accident and Helath. In her free time she enjoys spending time with her husband and three kids.

Courtney is responsible for:

  • Calendar Management
  • Online Marketing
  • Organizing Office and Client Events
  • Information and service to insurance policies
  • Assist with day to day operations
 
Kristin B Belzer

Kristin B Belzer

Director of New Business
Office 414-368-1670

Kristin joined the team with Northwestern Mutual in 2001. Kristin is licensed in Life Insurance, Accident and Health. She lives in Port Washington with her husband Gary, and their two sons, Colton and Gavin. Kristin enjoys spending time with her family, camping and traveling.

Kristin is responsible for:

  • Underwriting operations
  • Information and service to insurance policies
  • Coordinating medical examinations for clients

 

 
 

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