Jim joined Northwestern Mutual in 1999 as a college intern and is a graduate of Illinois State University with a Bachelor of Science in Finance. After a successful internship, Jim felt drawn to continue developing a lifelong career with Northwestern Mutual. During that time Jim as held various roles including Growth and Development Director, Managing Director, and Wealth Management Advisor.

In January of 2018, Flywheel Financial was formed to create a team of advisors and professionals to best serve our clients. Jim is a founder and principal of Flywheel Financial. Jim, his wife Jen, and daughter Jordyn have resided in Woodstock, IL for over 20 years. In his free time, Jim enjoys playing golf, boating, and cheering on the Packers.

LICENSING

• Life, Accident & Health
• Long-Term Care
• Series 6, 7, 9, 26, 63

ASSOCIATIONS AND MEMBERSHIPS

• Million Dollar Round Table Qualifying Member
• National Association of Insurance and Financial Advisors
• Finseca

AWARDS AND RECOGNITION

• Northwestern Mutual Community Service Award Winner

Josh is graduate from Northern Illinois with a Bachelor of Science in Marketing. He spent the first 10 years of his career trading equities. In 2011 Josh joined Northwestern Mutual as a Wealth Management Advisor.

In January of 2018, Flywheel Financial was formed to create a team of advisors and professionals to best serve our clients. Josh is a founder and principal of Flywheel. Josh, his wife Lindsey, daughters Isabella, Emmerson, McKinley, and son Jackson currently reside in Lake in the Hills, IL. In his free time, Josh enjoys playing golf and spending time with family.

DESIGNATIONS

• CFP® (CERTIFIED FINANCIAL PLANNER™)
• CLU® (Chartered Life Underwriter)
• ChFC® (Chartered Financial Consultant)
• RICP® (Retirement Income Certified Professional)

LICENSING

• Life, Accident & Health
• Long-Term Care
• Series 7, 55 & 66

ASSOCIATIONS AND MEMBERSHIPS

• Million Dollar Round Table Qualifying Member
• National Association of Insurance and Financial Advisors
• Finseca

AWARDS AND RECOGNITION

• Forbes Top Financial Security Professionals Best in State 2023-2024

Derek joined Northwestern Mutual in 2003 and is a graduate of Drake University (Des Moines, Iowa) with a Bachelor of Science in Business Administration with an emphasis in Finance. After 20+ years of solo practice, Derek joined Flywheel Financial as a principal in 2023. Derek, his wife Jennifer have two daughters, Lila and Emma, and have resided in Aurora, IL since 2016. Prior to this, Derek spent 20 years living in the city of Chicago while spending time growing up in Brookfield, WI as well as Moline, Peoria, and St. Charles, IL. In his free time, Derek enjoys watching European soccer, playing golf, tennis, and platform tennis.

DESIGNATIONS

• CFP® (CERTIFIED FINANCIAL PLANNER™)
• CRPS® (Chartered Retirement Plans Specialist)

LICENSING

• Life, Accident & Health
• Long-Term Care
• Series 6, 7, 63 & 65

ASSOCIATIONS AND MEMBERSHIPS

• National Association of Insurance and Financial Advisors
• Aurora Regional Chamber of Commerce
• Finseca

Todd is an alumnus of the University of Chicago, with a Bachelor of Science in Mathematics. After a 25+ year career trading futures and options as a member of the Chicago Mercantile Exchange, Todd joined Northwestern Mutual in 2018, and became a principal at Flywheel Financial in 2024.

Todd and his wife Christine have two sons, and have resided in Lake Forest, IL since 2003. In his free time Todd is an avid outdoorsman and enjoys cycling, music, and travelling with his family.

DESIGNATIONS

• RICP® (Retirement Income Certified Professional)

LICENSING

• Life, Accident, & Health
• Long Term Care
• Series 6, 7, & 63

ASSOCIATIONS AND MEMBERSHIPS

• Finseca
• Lake Forest/Lake Bluff Chamber of Commerce
• National Association of Insurance and Financial Advisors