Meet Our 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 need assistance at any time, please let us know.

 
Steve J Avery

Steve J Avery

Director of Client Relations
Office 989-797-7776

Steve graduated from Saginaw Valley State University in 2013 with his Bachelor of Business Administration in Marketing and Business Management.   He joined our team at the Northwestern Mutual with a decade of experience in Retail Management.  Steve holds his Series 6, Michigan Life, Accident, and Health Licenses.  Steve loves to play guitar, support local music, golf, and spend time with his Fiance Jessica Bessler.

Steve can help with: 

  • Answering any questions regarding the client website.

  • Client registration and account aggregation.

  • Answering client questions regarding insurance.

  • Processing insurance service requests and policy changes.

  • Scheduling meetings.

 
Cameo J Lynn

Cameo J Lynn

Director of Client Services
Office 989-797-7705

Cameo came to our team with a strong background in finance from Bank of America/Merrill Lynch.  Prior to, she served over a decade in the U.S. Navy as a Cryptologic Technician.  Cameo graduated from Columbia College of Missouri with her Bachelor in Business Administration.  She is originally from Hemlock, Michigan and is married to Jason Lynn. She loves to spend time with her three children and start each morning with a run.

Cameo can help with:

  • Answering any questions regarding the insurance applications and the underwriting process.

  • Processing deposits and withdrawals in investment accounts.

  • Processing insurance service requests and policy changes.

  • Answering insurance billing questions.

  • Expediting insurance policy loans.

 
Andrew J Butts

Andrew J Butts

Financial Planning Assistant
Office 989-797-7787

Andrew has a Bachelor of Business Administration in Finance from Northwood University.  He joined our team after two years in the banking industry.  Andrew grew up in Bay City where he currently lives and enjoys playing golf and basketball. 

Andrew can help with:

  • Creating a customized financial plan tailored to a clients goals and objectives.

  • Modifying a clients financial plan due to life events.

  • Designing insurance solutions.

  • Analyzing the efficiency of in-force insurance contracts.

 
Katherine M Hardy

Katherine M Hardy

Executive Assistant
Office 989-797-7776

Kathy has over 30 years of office administration experience.  She is responsible for maintaining the team's licensing and continuing education.  Kathy is married to Mark Hardy and enjoys spending time with her family, golfing, and riding horses with her daughter, Madeline.

 

Mark E Hardy, CLU®, ChFC®, CASL®

Wealth Management Advisor

 

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