My Team

Working with the Grogan Team

  • As a team, we are dedicated to always looking out for the best interest of our clients.
  • We have a team that is ambitious, reliable, and looking forward to building long term relationships.
  • Each member of our team is focused on our professional development so that we can each be the best resource to our clients in all situations and markets.
  • Our team prides itself on dedicated follow up and timely response to our clients. We always respond to inquiries within 48 hours unless there is a major emergency. We are always respectful of our clients’ timelines, but do not lose focus on the importance of taking action.
  • Our team is always willing to listen and provide relevant feedback to each individual or family we work with. We are open and honest about our recommendations and even our compensation.

 
Jacob Pratt

Jacob Pratt

Sales Execution Team
Office 414-358-5095

Jake grew up in the Milwaukee area and graduated from UW-Whitewater with a Finance degree. He joined the Grogan team in 2017 shortly after graduating. He has his Life, Accident & Health, Series 6 and Series 63 licenses. He enjoys working with new financial representatives and helping them grow and succeed in their business. He spends his free time with his wife, Helen, by going to the movies and playing in their church worship band. When they are home they enjoy spending time with their two cats, Apollo and Hermes, as well as their beta fish Triton.

 
Kathryn R Amenda

Kathryn R Amenda

Director of Operations
Office 414-358-5102

Katy grew up in Ozaukee County and graduated from St. Norbert College. She graduated with a degree in Education and joined the Grogan team in 2010 as an Associate Financial Representative. Katy is passionate about maintaining a high level of service for Jim's clients as well as the training of new Financial Representatives. Katy is Life Insurance, Accident, and Health licensed. Katy lives in Mequon  with her husband Eric. In her free time, Katy enjoys home improvement projects, camping and spending time with her family.

Katy is responsible for:

  • Internal office matters
  • Client servicing
  • Underwriting operations
  • Application processing 
 
Kevin R Swiontek

Kevin R Swiontek, CLU®, ChFC®, WMCP®

Director of Investment Services
Office 414-358-3874

Kevin graduated from UW-La Crosse with a degree in Business Administration in 1997.  He joined our Greater Milwaukee firm after spending 5 years as an advisor in Indianapolis.  He and his wife Lisa live in Wauwatosa with their two children, JP and Lucas.  In his free time, he spends time officiating high school and college football.

Kevin is responsible for:

  • Centralized financial planning
  • Investment Services
  • Portfolio Recommendations

 

 

 

 
Kristin B Belzer

Kristin B Belzer

Sales Execution Team

Kristin joined the team with Northwestern Mutual in 2001. She began working with Chris Fugman's team in 2012 as Associate Financial Representative & Director of Operations, and in May of 2017 joined the Carlson team to support new Financial Representatives in getting off to a fast start. Kristin is Life Insurance, Accident, and Health licensed. She lives in Port Washington with her husband, Gary, and their two sons, Colton and Gavin. Kristin enjoys spending time with her family, camping and traveling.

Kristin is responsible for:

  • Underwriting operations
  • Information and service to insurance policies
  • New representative business support
  • Supporting our Team
  • Assist with day to day operations
  • Coordinating medical examinations for clients
 
Meg Eileen Grogan

Meg Eileen Grogan

Bookkeeper
Office 414-358-5095

Meg is married to Jim, and they reside in Menomonee Falls. They have one son, Matthew, who lives in Madison.  She graduated from UW-Madison with a degree in Education.  She is Life Insurance, Accident, and Health licensed.  

In her free time Meg enjoys playing tennis with friends. 

Meg is responsible for:

  • General administrative duties
  • Office Accountant
  • Organizing Office Events
 
Michelle Fugarino

Michelle Fugarino

Director of Recruitment and Development
Mobile 414-840-5089

Michelle grew up in Muskego and graduated from UW-Madison in 2018 with a degree in Dietetics.  She joined the Grogan team in 2019 after returning from working at Walt Disney World.  Her role is to educate career changers on the opportunities at Northwestern Mutual and work with new financial advisors to help them become as successful as possible.  Michelle spends her free time by coaching club volleyball, being with family, and traveling to Disney World. 

Michelle is responsible for: 

  • Financial Advisor recruiting

  • Coaching our new Financial Representatives

 

Jim P Grogan, CLU®

Managing Director

 

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