Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.

Associations and Membership

NAIFA - National Association of Insurance and Financial Advisors

NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. For more information visit National Association of Insurance and Financial Advisors.

NAFTA logo

Million Dollar Round Table | 2010, 2012-2017

The standard of excellence in financial services, designating top 5% in the entire industry

A member of “Top of the Table”, an exclusive forum for the world’s most successful financial services professionals at the top 1%, who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Qualified every year since inception of award.

NAIFA National Quality Award | 2011– 2017

Awarded to those who demonstrate a dedication to client service, ethics, and excellence

As an award recipient, acknowledged for distinction among colleagues, clients and companies. Financial advisors are recognized for their commitment to excellence in service to their clients and their industry, in the pursuit of education and training, and in their adherence to NAIFA's code of ethics.

NAIFA Four Under 40 Award - Wisconsin | 2018 Recipient

Award given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40.

Other Industry Awards and Achievements

  • Life Impact Award
  • “Best Year Ever” Award
  • Top 50 Award – Central Region
  • Star Club Qualifier, Diamond Level
  • Pacemaker Award
  • Diamond Award
  • Achievement Award
  • Summit Award

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2010, 2012-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2018

Award recognizing commitment to excellence in service to clients and industry

Jessica D Schock, CLTC®

Wealth Management Advisor

 

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