Patrick J Marget, J.D., CPA, CFP®, CLU®

Financial Representative

My Team

As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Douglas M Sichmeller

Douglas M Sichmeller

Office 414-431-3999

Doug is responsible for implementation and insurance underwriting for corporate and personal insurance policies for Pat Marget.  He handles the client servicing of individual policies. Doug holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.

Doug is a Wisconsin native who joined the team after moving back to the area from Chicago. He received his BA from the University of Wisconsin – Milwaukee and his MA from the University of Illinois – Chicago.   He currently resides in Shorewood with his wife Katie, and their two sons, Hunter and Dylan.

 
Edward J Ruiz

Edward J Ruiz

Associate Financial Representative
Office 414-431-3999

Ed provides executive benefits plan and policy design consultation on nonqualified plan cases for the bank, corporate, and insurance company markets. Ed holds his Wisconsin state insurance licenses and is Series 6 and 63 registered. Ed previously worked in the Advance Markets division of Northwestern Mutual as a sales consultant.

Ed graduated from Oakland University in Rochester, Michigan with a BSE in Computer Engineering. Ed is married to Cindy and has four adult children and two grandchildren.

 
Garrett Pasternak

Garrett Pasternak

Associate Financial Representative
Office 414-431-3999

Garrett provides sales and presentation support for Executive Benefits Network. He joined the team after moving to Milwaukee from New York City, having worked in the Investment Banking industry for the past eight years.

Garrett received his bachelor’s degree in Business Administration from Villanova University. He lives in Shorewood, WI with his wife, Meg, and their daughter. Outside the office, he enjoys traveling, golf, snowboarding, brewing beer, and spending time with his family.

 
Shannon Q Krause

Shannon Q Krause

Associate Financial Representative
Office 414-431-3999

Shannon is responsible for the post-sale servicing and administration of Executive Benefits Network’s Bank Owned Life Insurance (BOLI) clientele. In addition to working closely with our clients, she also oversees various aspects of the day-to-day business operations. Shannon holds her state insurance licenses and is Series 6 and 63 registered.

Shannon received her Bachelor’s degree in Accounting and Finance from the University of Wisconsin-Milwaukee.  She lives in Grafton, WI with her husband and values spending time with her family and friends.  Shannon also loves animals and enjoys relaxing with her pets.

 
Sue Kuiper

Sue Kuiper

Associate Financial Representative
Office 414-431-3999

Sue assists with servicing Executive Benefits Network’s clientele, as well as provides support to the Director of Operations and Client Services.  In addition, she also provides administrative support to Patrick J. Marget, J.D., CPA, CFP®, CLU®.  Sue holds her Wisconsin state insurance licenses.

Sue earned her Bachelor’s degree in Communications from Marquette University, and currently resides in Racine, WI with her husband and two children.  She enjoys playing tennis and volleyball, trying new foods and spending time with family and friends.

 
 

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