Staff

My team and I take client service very seriously.  Together, we are eager to carry on the tradition of excellence that Northwestern Mutual has established over the last century.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Brian W. Daniel

Brian W. Daniel

Associate Wealth Management Advisor
Office 847-969-2527

Brian started his career with Northwestern Mutual in 2011 and joined Chuck's team in 2013.  Brian has his Illinois State Life and Health Insurance License, long term care license, and FINRA Series 6, 63, & 7 Securities Licenses.  As a seasoned part of his team, Brian is not only a thorough Associate Wealth Management Advisor, but also the valued team manager where he oversees all of Chuck's office operations.  He specializes in problem solving with clients to determine their specific goals and delivering a complete understanding of the financial process from start to finish.  As our dependable Associate Wealth Management Advisor, Brian enjoys meeting with our clients to discover goals, develop comprehensive financial plans, and assist with all phases of implementaion.

Brian attended Northern Illinois University with a Bachelor of Science in Business and Corporate Communications.  Brian lives in the Northwest Suburbs of Chicago and in his spare time enjoys watching movies and golfing with his friends.

 
Joseline Goodman

Joseline Goodman

Marketing Coordinator
Office 847-969-2589

Joseline started her career with Northwestern Mutual in 2015, where she obtained her Illinois State life and health, and long term care insurance licenses.  Joseline became a part of Chuck's team in 2016.  As a sociable part of his team, Joseline is Chuck's marketing coordinator and relationship manager.  She specializes in patiently guiding clients through and helpfully maintaing their personalized online client portal experience.  As our marketing coordinator she schedules appointments, distributes our client communications, manages client appreciation events, coordinates the client website and on boarding technology.  Joseline is also Chuck's associate financial representative and has extensive knowledge with our insurance products.  She can assist you with questions regarding billing accounts, current values, policy updates, and other customer service needs. 

Joseline attended DePaul University with a focus in Education.  She lives in Mount Prospect with her husband, Danny and their twins, Ethan and Emma.  In her spare time, Joseline enjoys traveling, baking and getting together with her friends and family.

 
Alexis N Chase

Alexis N Chase, B.S.

Investment Operations Associate

Alexis brings a tremendous amount of experience and has worked with Northwestern Mutual for over five years.  Her specialized experience allows her to provide a high level of efficiency to the new account onboarding process.  As a NMIS Services Associate, Alexis has her Illinois Life and Health license along with her Series 6 and 63 registrations.  Alexis is an expert on the investment new account onboarding process and provides a personalized client experience on new client accounts.  Alexis assists clients during rollover communications with plan providers and is responsible for analyzing client account statements and new account documentation.  She also works to bring over assets from former broker dealers and investment firms. 

Alexis graduated from North Central College in 2012 with a Bachlor of Science Degree in Finance and Economics.  She now lives in the Chicagoland area.  

 

Chuck Janka, ChFC®, CLU®
Wealth Management Advisor


Janka Financial

 

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