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.

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

 

Jessica D Schock, CLTC®
Wealth Management Advisor


Schock & Associates

 

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