Our Team
Adam Neubauer is a Partner & Wealth Management Advisor with NFG Financial at Northwestern Mutual. He joined NM as an intern in 2000 and took a full-time contract in May 2001 after discovering his passion for helping people plan for their future. Adam’s areas of expertise consist of: investment services, retirement & business planning, life, disability & long-term care insurance, annuities & education planning.
Adam has won numerous awards over the years for his career production including 2017 Advisor of the Year in the Goris Network Office. He is consistently in the top 10 for agency production. Adam has qualified for The Northwestern Mutual Forum nine (9) times.
Adam holds a Bachelor of Science degree in Business Finance from The University of Illinois at Chicago. He has also earned his CLU, RICP & ChFC designations.
Adam relocated from the windy city of Chicago to sunny Las Vegas in 2021. Adam is married to his high school sweetheart Meredith. Together they reside in Summerlin and share two daughters Emma & Lila, two sons Noah & Jonah and three dogs Roxy, Havana & Max.
Adam enjoys spending time with family and traveling across the country in his RV. When not working, you can find him on either the golf course, tennis court, coaching his son’s soccer team or attending a sporting event. Adam also maintains his adventurous side while either riding his dirt bike or going off-roading in his side-by-side.
Ken is a Partner & Wealth Management Advisor with NFG Financial at Northwestern Mutual who started his financial advisor career with R.W. Baird and Company in 1985, prior to joining Northwestern Mutual in 2003. Before his career as a Wealth Management Advisor, Ken practiced business law with his J.D. degree from Syracuse University. He felt the need for a career he was passionate about, which included helping people plan for their financial future. Those are the reasons he was drawn to Northwestern Mutual. Ken was confident that with his broad educational background, hard work, and his people skills, he could make a career change work. Ken focuses on building long-term relationships based on integrity, knowledge, and commitment.
Along with his 1982 law degree, Ken has a Bachelor of Arts degree, in Risk and Insurance Management, from Michigan State University making him a lifelong passionate Spartan! He has been married to his wife, Rosalyn, since 1982. They have two adult daughters, Natalie and Laine and is a proud “Pop-Pop” to his three grandchildren, Landon, Colt & Jade.
In his free time, Ken enjoys scuba diving, reading, Chicago theater, live music, golf, and baseball. He also enjoys spending time at his condo in Arizona as much as possible, where his three grandchildren reside. Ken is a current member, and past president, of the Executives Guild and Trustee of the Buffalo Grove Police Pension Board, for over 15 years.
Daniel Grance
Partner and Wealth Management Advisor
Danny joined our team in 2018. He has over 25 years of client service experience in the hospitality and management industry and was previously a General Manager of a restaurant in Downtown Chicago. Danny is originally from Paraguay before moving to New York as a young boy and eventually coming to the Chicagoland area in his early teens. Danny takes the time to understand his clients’ values and aspirations. By uncovering what is most important to them, he is able to create custom financial plans that help them meet their objectives. Using a goals-based approach gives clients the confidence to live life in a fulfilling manner.
Danny holds his life, accident & health license, series 7 & 63 registrations. Danny lives in Libertyville with his wife Mary and daughter Briella. When Danny is not hard at work, you will most definitely find him on the golf course.
James, better known as JD, started with Northwestern Mutual in early 2019 as a Financial Advisor prior to joining the NFG Financial team at the end of 2022. JD enjoys having meaningful conversations with people to further understand their goals, values, and objectives. He is able to implement strategies which assist our clients in reaching their goals while planning for their future. JD obtained two Bachelor’s Degrees in Business Management and Computer Science from Lakeland University in Sheboygan, WI. In college JD was President of his fraternity Beta Sigma Omega and President of the Inter-Greek Council. He was also a Student Ambassador and captain of the Lakeland University Wrestling Team. JD won the prestigious award of being name 2009 Lakeland Outstanding Student leader.
JD holds his life, accident & health license, series 6 & 63 registrations. He resides in Johnsburg, IL, where he was born and raised, with his wife Beth, who is a nurse, three young children Lyla, Casey, Claire and his dog Marley. JD is extremely involved in his community, which includes being the Head Varsity Wrestling Coach and Head Junior Varsity Football Coach at Johnsburg High School. In addition, JD is the Vice President of the Johnsburg Jr. Skyhawk Football Association, President of SEYFA Football Association, Member of the Village of Johnsburg Finance Committee and Johnsburg Hall of Fame Committee – an award JD hopes to acquire one day.
Tracy joined Northwestern Mutual in 2006 and our team in March 2007. She graduated from The University of Arizona with a Bachelor of Science in Retail and Consumer Studies. Tracy has a high level of interest in customer service with over 35 years of experience in the industry. Her goals include being a critical part of the team that makes your experience with NFG Financial the very best. Tracy holds her life, accident & health license and assists with our team’s day-to-day operations, workflow, client communication & servicing, marketing, client events among several other areas as well.
Tracy resides in Northbrook with her husband AJ, three daughters, twins Sammie & Maddie, and Zoey as well as her rescue dogs Sprocket & Maisy. As a high school varsity tennis player, Tracy is very passionate about the sport and can often be found on the tennis court even in the unpredictable Chicago weather. She also thoroughly enjoys seeing shows, whether it’s a musical, play, movie, or concert.
Jamie joined NFG Financial in June 2024 and serves as the team’s Chief Operating Officer. She graduated from the University of Washington, Seattle with a bachelor’s degree in Italian and European Studies & Masters in Italian Literature. Jamie speaks fluent Italian and is a Level 3: Advanced Sommelier. Her past career experience includes Restaurant Management at high-end Downtown Chicago restaurants.
Jamie, along with her husband, Michael, daughter Ella and dog Maggie reside in the city of Chicago. In her free time she enjoys cooking, wine tastings, gardening hiking, reading, and traveling.
Mike joined Northwestern Mutual in 2017 & the NFG Financial team in 2022. He comes to us with experience both as a previous financial advisor, and in the financial client service industry. Mike graduated from the Wheaton College with a bachelor’s degree in political science. Mike holds his life, accident, and health license along with his Series 7 & 63, as well as the designations CFP & ChFC.
Mike lives in Joliet with his wife Hannah, daughter Annie and dog Nico. In his free time he enjoys watching and playing sports, kayaking, reading, traveling, and spending time with friends & family.
Hope has been with Northwestern Mutual since 2013 and serves as our firm’s Investment & Planning Operations Associate. In this role, Hope helps deliver financial security to our clients by developing personalized financial plans based on our client's specific goals. Hope is an Associate Wealth Management Advisor who holds her life, accident & health license, series 7 & 63 licenses.
Hope resides in the heart of Downtown Chicago and has a degree in Political Science from Trinity College.
Drew joined Northwestern Mutual in January 2019 and is an Associate Wealth Management Advisor with NFG Financial. Prior to the start of his career with Northwestern Mutual, Drew was a Sales & Marketing Operations Manager for eight years.
Drew has his Bachelor’s Degree in Computer Science from Northern Illinois University and a Master’s Degree in Management from the Lake Forest Graduate School of Management. He is licensed in life, accident & health and holds his series 6, 63 and 7 investment licenses.
Drew resides in Vernon Hills with his wife Julie and has two adult twin boys Dan & Scott. In Drew’s free time he enjoys reading, exercising, spending time with his three grandchildren and attending theater performances.
Nicole joined our team in May 2022 upon graduating from Dominican University, Rosary College of Arts and Sciences with a Bachelor of Science in Natural Sciences. Nicole serves as an Executive Assistant and Workflow Manager on the NFG Financial team.
Her past work experience includes a Welcome and Information Desk Agent at Dominican University, Student Teacher at the Childhood Education Center, Greenhouse Assistant and Beekeeper. Nicole is also experienced in natural resource management and customer service relations.
Nicole has her life, accident, and health licenses. In her free time you can find her on the beaches of Chicago off Lake Michigan, making pottery, walking, and keeping in touch with her family in Delaware, where she is from.
Oksana joined the NFG Financial Team in June 2024 as an Executive Assistant. She has a Bachelor’s Degree in Finance from Ternopil Academy of National Economy in Ukraine. Oksana’s past career experience includes working in the office of a senior home health care company that offers personal care and home health care. Her knowledge of day-to-day office operations, including scheduling client meetings within a high-performing practice makes her a fantastic addition to our team.
Oksana resides in Vernon Hills with her husband and two sons. In her free time she is a busy mom who enjoys reading, cooking, and spending time outdoors with family and friends.