Andrew Bird
Financial Representative
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My Team

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Committed to Our Clients

Andrew Bird regards clients´ financial security among the most important issues – and so does his team of professionals that are focused on understanding and serving each individual client. Call whenever you have a question, concern or need. Andrew and his team are eager to help.

Team of Andrew Bird and Pat Kohler 
Pat Kohler, CLU, ChFC
Financial Representative
414-358-5098

Michelle A Jegl
Associate Financial Representative
(414) 358-5099

Network of Specialists


William Collins
Employee Benefit Specialist
Strategic Employee Benefit Services

Our Employee Benefit Specialist prepares a comprehensive analysis of a client's employee benefits program, and then designs a program to meet the unique needs of that company. Strategic Employee Benefit Services is a nationwide marketing program offered through Northwestern Mutual Financial Network Representatives.



Steven J Koppel, J.D., CLU, ChFC
Long-Term Care Specialist

Our Long-Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

Richard Hudock
Disability Income Specialist


Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

Kim Shaner, CLU
Disability Income Specialist

Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

Steven R Gardiner, CPA, CLU, CFP®, ChFC
Estate & Business Planning Specialist

Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Richard Hudock
Employee Benefit Specialist
Strategic Employee Benefit Services

Our Employee Benefit Specialist prepares a comprehensive analysis of a client's employee benefits program, and then designs a program to meet the unique needs of that company. Strategic Employee Benefit Services is a nationwide marketing program offered through Northwestern Mutual Financial Network Representatives.



Charles T Sauer, CFP®, CLU
Annuity Specialist

Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.