Advisor Team

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Jim Anderson, CFP<sup>®</sup>

Jim Anderson, CFP®

Wealth Management Advisor

A native of Vinton, Iowa, Jim Anderson received his BA with a major in accounting from Luther College in 1974 and an MBA from the University of Iowa. Jim earned his CPA certificate and worked three years with a regional public accounting firm prior to serving twelve years as the Chief Financial Officer of a savings bank in Cedar Rapids.

Jim then entered the retirement plan and investment business in 1990 as president of Benefit Plan Administration, which later merged with SCI Tower Pension Specialists, where he continued to serve as president and CEO. Following that firm’s acquisition by Wells Fargo in 2000, he became vice president with Wells Fargo marketing retirement plans and investment products.

Jim joined Northwestern Mutual in January 2004, as The Zach Group’s Investment Specialist. He has his Series 7, 63, and 66 securities licenses, as well as his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Jim and his wife Patty have been married for over 40 years. They have four grown daughters and are proud grandparents of eleven. He is active in his church Cedar Valley Bible Church, and serves on the boards of the Eastern Iowa Fellowship of Christian Athletes and Keys to Living Counseling Services. Jim enjoys running and playing golf in his spare time.

 
Jordan M Montgomery

Jordan M Montgomery

Financial Advisor

Jordan Montgomery has been with Northwestern Mutual since 2010 when he began as a financial representative. A native of Kalona, Iowa, Jordan graduated from the University of Iowa with a double major in Entrepreneurial and Business Management. Jordan currently holds is Series 6 and 63 licenses.

In 2018, Jordan took on a business development role within the team. While he still enjoys meeting with clients to review and update their financial plan, the majority of his time is spent coaching and developing the team. He works with our team members, as well as other teams within our organization to create and implement a vision for their practice. He is regarded as one of the top performance coaches within the area, as well as within the financial services industry.

Jordan and his wife, Ashley, reside in Tiffin with their two daughters, Audrey and Claire. In his spare time, he enjoys spending time with his family and being outdoors. He is a lover of sports and all things Iowa Hawkeyes!

 

Chris M Graw, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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