My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

 
Marta B Garland

Marta B Garland

Director of Client Relations

Marta is originally from the Chicagoland area. She started her career with NM in 2016.  In 2021, Marta moved down to Tennessee with her family. In January 2022, she joined Schock & Associates. Marta joins the team to help service our clients on their risk management planning. As our Director of Client Relations, she is the first point of contact for our clients regarding scheduling, service and questions on their planning. 

She is married and has two young children. Her son has a rare genetic disease called CCHS. When Marta isn’t working or doing Mom things, she loves volunteering and advocating for her son’s disease and special needs children. Fun fact about Marta, she has a passion for coffee and Disney.

 

 

 
Joleen M Lentz

Joleen M Lentz

Director of Investment Operations and Services
Office 608-609-6361

Joleen grew up in a small town in Northern Illinois called Freeport. She holds an AS degree in Business Administration from Highland College as well as a BA in Communications from the University of Iowa. Prior to joining Northwestern Mutual in 2003, she worked in advertising for 12 years. In 2019, she joined Schock & Associates as our Director of Investment Operations. Joleen is the point of contact for our clients on servicing their investment planning. She holds her securites license 6 & 63 as well as life & health license.

Joleen enjoys spending time with her family in Florida as well as in Illinois and Michigan. Joleen and her husband have been married since 1991 and we have 2 adult sons, Tyler and Rumen. Fun fact about Joleen, she enjoys making crafts and designs the fantastic cards we sent to clients. 

 

Hector A Gutierrez

Director of Wealth Management

Hector began his career with Northwestern Mutual in 2014 as a Financial Advisor, and currently serves as our Associate Financial Representative. He is passionate about instilling financial literacy in our community, particularly in under-represented populations.

Hector graduated from the University of Wisconsin - Milwaukee with a background in Psychology and Business. While at college, he was a recipient of the Chancellor's Scholarship, which promoted volunteerism and developing a focus in a field that would impact people, which is what led him to pursue a career in financial planning.

Hector officially joined Schock & Associates in December 2019 but previously had worked with Jessica for several years. Hector's current focus is financial plannning and assisting with portfolio management. He has a passion for research in the investment space as well as collaborating with his team members.

Outside of the practice, Hector enjoys exploring Mexico as well as visiting craft breweries with friends in the Midwest. Fun fact about Hector, he is a self-proclaimed "foodie" and loves to discover new places to eat.

 

 
Matt Dorris

Matt Dorris

Associate Portfolio Advisor
Office 608-772-7204

Matt is originally from Portage, IN (Northwest part of the state next to Gary, IN) and moved to Chicago, IL in early 2002.

 

Matt graduated from Indiana University-Bloomington in 2001 with a B.S. in Elementary Education and went on to receive his Masters of Education in Administration in 2005 from DePaul University. He taught middle school Language Arts and Science in Chicago Public Schools from 2001 to 2006 and coached soccer during those years. In 2006, Matt became the Assistant Principal of the school where his career began until coming to Northwestern Mutual in May 2013 as a Financial Advisor.

 

Matt moved to Middleton, WI in 2015. He has been married to Jackie since 2002 and has three children; Maddie, Jolie, and Jax. Matt joined Schock & Associates in January 2020, where his role is Associate Financial Advisor and backup to Investment Operations.

 

Matt enjoys being as active as time allows with morning walks with his dog Gracie, hikes, paddle boarding, working out to keep mental focus, and spending time with family and friends in the cities of Tampa and Sarasota throughout the year, usually four to six times per years, is a welcome escape from the winters in the Midwest!

 

Coming to Northwestern Mutual has allowed Matt to spend more time with family, travel more, make friends all over this country and have a positive impact on people within and around the practice. Fun Fact about Matt, his nickname within the team is "The Superintendent."

 
Tristan Dresen

Tristan Dresen

Client Relations
Office 608-347-0057

Tristan joined Schock & Associates in Septmeber 2021 as the team's IT support. Additionally, he also assist with client service. Tristan was born in Madison, WI and graduated from Waunakee High School in May 2019. After graduating, he started working full time as a service techinician at Genis Automotive, pursing his passion for cars. However, Tristan discovered his passion should not be a career, thus he decided to make a career change and joined the team.

Tristan resides in McFarland, WI with his significant other, Cassidy. Fun Fact about Tristan, he has a pet snake.   

 
Schock & Associates

Jessica D Schock, CLTC®, RICP®
Wealth Management Advisor


Schock & Associates

  • Office 608-347-0057
  • Fax 262-364-3739

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.