Our Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.


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 three daughters, Audrey, Claire, and Olivia. 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!


 
Matt Hinz

Matt Hinz

Associate Wealth Management Advisor
Office 319-730-3002

Matt Hinz has been with Northwestern Mutual since 2008, when he began as in intern. He has his Series 6, 7 & 63 securities licenses. Matt graduated from the University of Iowa with a degree in Political Science. He and his wife Whitney have a son, Leo and a dog, Wrigley.  In his free time, Matt enjoys spending time with family, playing golf and cheering on the Hawkeyes, Chicago Cubs and Chicago Bears.

 

Matt works with clients to help them create, implement and update their financial plan.

 
Abby Honold

Abby Honold

Associate Financial Representative
Office 319-739-3054

Abby Honold has been with Northwestern Mutual since 2014, when she began as an intern. Abby graduated from the University of Iowa with a degree in Communication Studies. She holds her Series 6, 63, and is currently working towards her Series 7. Abby works with clients to review, update, and create their financial plans. In her free time, she enjoys spending time with family and friends, cooking, skiing, and working out.

 
Larry M Graw

Larry M Graw

Assistant
Office 319-363-3527

Larry Graw joined Northwestern Mutual in 2016 as a planning assistant. He manages the preparation process of client reviews and organizes client data. Prior to his time on the team, Larry worked at General Mills for 31 years. He is a native of Cedar Rapids, and he and his wife Teri have two children – Christopher and Kyle. They are also the proud grandparents of seven. During his free time, he enjoys spending time with family and friends, along with watching the Hawkeyes, Cyclones, LA Dodgers and Green Bay Packers

 
Thad McVay

Thad McVay

Associate Wealth Management Advisor
Office 319-363-3527

Thad McVay has been in the financial services industry since 2004. He joined Northwestern Mutual in 2014 in a compliance role.  He holds series 7, 66, 9, & 10 securities licenses.  Thad and his wife Kristin have 2 sons and a dog.  In his free time Thad likes golfing, fishing, time with family, and working on cars.

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Chris M Graw, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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