Donna joined Brad Baune’s practice in 1991 and has been with Northwestern Mutual Financial Network since 1981. Donna graduated from the University of Minnesota, Waseca with an Associate’s Degree and also holds both her life insurance license and securities registration. She is responsible for submitting insurance applications and has a wealth of experience to help clients with any facet of their insurance needs.

Justin joined Brad Baune and Northwestern Mutual in 1999. He oversees the day to day operations of the Northwestern Mutual Investment Services accounts. Justin graduated from Saint John’s University with a Bachelors Degree in Business Management. He is general securities licensed as well as licensed in life and health, and has also achieved the CLU and ChFC designations. With his many years of experience, Justin is able to assist Brad and our clients in all facets of the practice.

Julie joined Brad Baune’s practice in 1994 as Brad’s Marketing Coordinator. She graduated from the Minnesota School of Business and has over 18 years in the marketing field. In addition to managing the calendars for Brad and our team members, Julie is also responsible for marketing projects, travel arrangements, coordinating continuing education and licensing requirements. Feel free to contact her if you would like to schedule a meeting with Brad.

Mike has been with Northwestern Mutual since 2001 and joined Brad Baune’s practice in 2005.  Mike is general securities licensed as well as licensed in life and health, and has also achieved the CFP® certification.  He earned his B.B.A. from the University of Iowa and prior to Northwestern Mutual spent seven years in the financial services industry as a consultant with Accenture, Ltd.  His primary responsibility is working directly with clients on their financial planning, helping them achieve their financial goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Scott joined Brad Baune’s practice in 2008 as an Associate Wealth Management Advisor and has over 12 years of experience in the financial services industry. Scott’s extensive education includes a B.A. in Economics from Carleton College, an M.B.A. from the University of St. Thomas Graduate School of Business, a J.D. from the Hamline University School of Law, and also the designation of Chartered Financial Analyst (CFA). Scott’s previous experience includes investment banking and private equity, where he helped business owners with liquidity and succession events as the business was sold or transitioned to other family members. Most recently before joining Northwestern Mutual, Scott worked for a global consulting firm in the wealth and investment management services area where he helped broker-dealers, mutual funds, and hedge funds deal with a variety of issues.  Now at Northwestern Mutual, Scott’s primary responsibility is to help develop the investment strategy and portfolio design for our investment advisory clientele. He also works closely with Brad on the business development of our financial planning practice and is the main contact for our investment advisory clients.

Cathy joined Brad Baune’s practice in 2007. She graduated with a BS degree from St Mary’s College in Winona . Cathy has six years of prior experience in the securities industry and holds both her life insurance license and securities registration. Cathy is responsible for coordinating all service and planning activities of our Wealth Management Clients, and makes sure that what we promise is delivered in a timely manner.

Sarah joined Brad Baune’s practice in 2006 and brought with her 3 years prior experience in the investment industry. She attended Lowthian College in Minneapolis and has over 12 years experience in the customer service industry. Sarah’s main role is to assist Brad and organize client meeting information. She also performs a number of support activities, all designed to keep our clients informed and updated.