Staff

Our team regularly challenges the status quo, constantly improving the value we bring to our clients’ financial lives by asking ourselves how we can do it better.  We have built a team to reach across the generational gap, and ensure that the strategies we put in place for our clients and their children and businesses do not outlast our current team. We will be there for our clients when they need us most. 

 


Our Team

Josh Gross photo

Joshua Gross

Financial Planning Associate

joshua.gross@nm.com

Office 612-758-7762

Josh started his career with Northwestern Mutual in 2012 as an intern. After getting experience in distributing mutual funds with LoCorr Funds, he determined his passion is in financial planning. Josh attended Saint John’s University where he majored in Management with a Business Administration focus, and played on the varsity hockey team.

Josh partnered with Craig’s team in March 2017. He assists our team with clients’ annual review meetings, small business owners, and aspiring professionals.

Josh currently lives in Maple Grove. In his free time, he enjoys playing golf and spending time with family and friends.


Michael A Baker photo

Michael A Baker, CFA®

Director of Investment Operations

michael.baker@nm.com

Office 612-758-7600

Michael is the newest addition to Craig’s team and joined in April 2016. He attended the University of Minnesota – Twin Cities, and received his B.A. Quantitative in Economics. Michael currently holds his Series 65, is a CFA charter holder and a member of the Chartered Financial Analyst Society of Minnesota.

Michael brings to the team over 15 years of experience in the financial services industry where he has focused on investment research, portfolio management, and asset allocation. He most recently worked with 401(K) plans, managing a client base of over 70 plans with assets exceeding $5 billion.

Michael lives in Rogers with his wife and two children, and enjoys fishing, hunting, and spending time at his lake cabin with family and friends.


Parker T VanEaton photo

Parker T VanEaton, CFP®

Director of Advanced Financial Planning

parker.t.vaneaton@nm.com

Office 612-758-7626

Parker began his career with Northwestern Mutual in May 2010 and joined Craig’s team in December 2011. He attended St. Thomas University receiving a B.S. in Actuarial Science. Parker currently holds his Series 7, 66, and CFP®, as well as Life, Accident and Health licenses.

Parker assists Craig’s team with the creation, proposal, and management of financial plans, as well as assisting with investment management.

Parker lives in Saint Paul with his wife Kristin. In his free time he enjoys working out, spending time with friends and family, grilling, playing soccer, hockey and golf. He also enjoys spending time up north at the cabin, and being on the rivers and lakes in the summer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Kristin A Anderson photo

Kristin A Anderson

Director of Marketing and Communications

kristin.a.anderson@nm.com

Office 563-237-5902

Kristin joined Craig's team in February 2012. She is a graduate from Minnesota State University - Mankato receiving her Bachelor of Arts degree in Marketing and a minor in Business Administration. She comes to the team with a background in event planning, fundraising and marketing. Contact Kristin for assistance with:

  • Coordination of meetings
  • Client communications
  • Networking/referral opportunities
  • Client events

In her free time, Kristin enjoys spending time with family and friends, exercising, attending sporting events, snowmobiling and reading. She also played basketball during her four years at MSU - Mankato and is proud to be a Maverick. She currently resides in Fredericksburg, Iowa with her husband Aaron and three children, Trice, Quinn, and Charlotte.


Marcy Kimball photo

Marcy Kimball

Director of Operations & Client Service

marcy.kimball@nm.com

Office 612-758-7621

Marcy joined forces with Craig Volk in February 2017 as his Director of Operations and Client Service. Prior to that, she worked for Northwestern Mutual’s network office for nine years in a variety of roles. Marcy is a graduate from St. Cloud State University. Contact Marcy for assistance with:

  • Applications
  • Online access to accounts
  • Medical examination information and underwriting
  • Policy and information changes
  • Billing and premium payments
  • Record locator

Marcy lives in Burnsville with her husband and twin boys, and enjoys spending time at her family’s cabin in the summer.


Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Our team has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Our team has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Our team has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 

Craig M Volk, RICP®
Wealth Management Advisor


Volk & Associates

 

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