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.

 
Lizzy Flipse

Lizzy Flipse

Director of Recruitment and Development
Office 414-358-5114

Lizzy Flipse grew up in Oostburg, Wisconsin and attended Saint Joseph’s College in Indiana where she played volleyball and graduated with a degree in Sport’s Management. Lizzy joined the Northwestern Mutual Park Place office in 2016 and is passionate about coaching our new Financial Representatives and growing our teams. She is Life Insurance, Accident and Health licensed. Lizzy currently lives in Milwaukee. In her free time, she enjoys being at the gym, playing volleyball and traveling.

 

Lizzy is responsible for:

  • Financial Advisor recruiting 
  • Coaching our new Financial Representatives 
  • Scheduling Jim's client meetings 
 
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 Fepresentative. Katy is passionate about maintaining a high level of service for Jim's clients as wells 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 
 
Meg Eileen Grogan

Meg Eileen Grogan

Bookkeeper
Office 414-358-5095

Meg is married to Jim, and they reside in Menomonee Falls with their son Matthew.  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
 
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 football.

Kevin is responsible for:

  • Centralized financial planning
  • Investment Services
  • Portfolio Recommendations

 

 

 

 

James P Grogan, CLU®

Wealth Management Advisor

 

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