Staff

Helping clients reach financial security is our top priority. I know that I cannot do it alone. My team is an integral part of providing clients with excellent service and structured, systematic, and thorough review. Together, our team is committed to providing superior service and follow-up. If you have a question or need assistance, please contact our office.

          


 

   

 
Renee L Preis

Renee L Preis

Director of Operations
Office 414-856-3063
  • Oversees day to day office operations
  • Underwriting Operations
  • Provides assistance with case preparation
 
Sarah Delgadillo

Sarah Delgadillo

Director of Business Development
Office 414-856-3060
  • Schedules appointments and account reviews
  • Welcomes referrals and networking opportunities
  • Coordinates Marketing efforts
 

Melinda Wilke, CFP®, CLU®, ChFC®, CASL®, CLTC®
Wealth Management Advisor


Physicians Nationwide

 

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