Your Team
The core values of the Beyond Financial Advisors team are Integrity, Authenticity, and Optimism. We provide an honest, candid approach to our clients and their financial situation, with a fundamental belief that with the right plan in place, the future is bright and beyond what we originally thought possible. If you ever have a question or concern, please reach out to our team directly.
Contact UsOur Partners
John P. Roland , CFP®, CLU®, RICP®
Partner and Private Wealth Advisor
John P. Roland , CFP®, CLU®, RICP®
Partner and Private Wealth Advisor
- Bachelor of Arts in Public Policy from the University of Chicago
- CERTIFIED FINANCIAL PLANNER™ Designation
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Life/Health/ Long Term Care Insurance Licenses
- FINRA Series 6, 7, 63 and 66
Background and Expertise
John Roland joined Northwestern Mutual in 1998 as a college intern while finishing his degree at the University of Chicago. Since then, he’s helped professionals at various stages of their careers create personalized, comprehensive financial plans. He has a particular expertise working with clients nearing and in retirement, as they shift from accumulating to distributing assets. John has a passion for working with clients to strengthen the confidence they have for a joyful standard of living throughout their lifetime and for generations to come.
Personal
John grew up in New London, Wisconsin, the fourth of six children. Working in his father’s machine shop and on a dairy farm during his teenage years instilled a sense of hard work and determination that has shaped his approach to his career. He attended the University of Chicago and received a degree in Public Policy Studies. John married his wife, Jaimie, in October of 2000, and they have two children, Grace and Adam. John enjoys spending time watching Grace and Adam play basketball, traveling with Jaimie and as a family, hiking, and spending time at the vacation home they have in Prescott, Arizona.
Marc Adam Rosenberg , CFP®, CLU®
Partner and Private Wealth Advisor
Marc Adam Rosenberg , CFP®, CLU®
Partner and Private Wealth Advisor
- Bachelor of Science in Business from the Miami University - Oxford
- CERTIFIED FINANCIAL PLANNER™ Designation
- Chartered Life Underwriter (CLU®)
- Life/Health/ Long Term Care Insurance Licenses
- FINRA Series 6, 7, 63 and 65
Background and Expertise
Marc Rosenberg began his professional career with Northwestern Mutual in March 2010. Prior to joining the financial planning firm, Marc was an Account Executive at AT&T working with Fortune 500 clients. Marc realized his passion was in finance and not technology. He wanted to find a place where he could work with individuals rather than large corporations. Marc knew he valued a work environment where his entrepreneurial spirit was encouraged, had a great reputation, and a solid training program.
Marc enjoys working with young professionals and families implementing valuable financial planning strategies. He focuses on insurance and investments. Marc goes beyond by connecting clients with other professionals who can help with broader planning needs such as real estate, accounting, tax planning, and estate planning.
Personal
Marc grew up in Cleveland, Ohio and moved to Chicago shortly after graduating from Miami University-Oxford in 2005. He lives in Highland Park, Illinois with his wife, Rosie, and their two children, Mason and Piper. Marc is an avid sports fan and enjoys rooting for his hometown favorites - the Browns, Cavs, and Guardians. However, he has become a Cubs and Blackhawks supporter since putting down roots in Chicago. Above all else, Marc enjoys dedicating his free time to friends, family, and being a father.
- Bachelor of Science in Commerce from the University of Virginia
- Life/Health/ Long Term Care Insurance Licenses
- FINRA Series 6, 7 and 63
Background and Expertise
Matt Ward grew up in the suburbs of Washington, DC and graduated from The University of Virginia’s McIntire School of Commerce. While at UVA Matt was a member of the Varsity Lacrosse team where he was a two-time National Champion, a Scholastic All American and recipient of The Tewaaraton Award given to the most outstanding player in college lacrosse.
Matt began his career at Northwestern Mutual in 2013 with a goal of helping clients manage the certainty of their future through solid financial planning. He has built a national practice working with former college athletes, individuals graduating from top ten business schools, and people in finance. Matt's natural curiosity, combined with his leadership, discipline, and approachable nature allow him to go beyond a standard financial plan. His innovative thinking leads clients to a lifetime of financial security and stability.
Personal
Matt currently resides in Winnetka, Illinois with his wife Caitlin. They have three amazing children, Ryder, Emerson, and McClain. Matt is an avid golfer and enjoys spending time on the golf course with friends and clients. He also plays racquet sports. During the college lacrosse season, you can watch Matt on ESPN offering commentary.
Kevin E. Willoughby , CLU®, CFP®, RICP®
Partner and Private Wealth Advisor
Kevin E. Willoughby , CLU®, CFP®, RICP®
Partner and Private Wealth Advisor
- Bachelor of Arts in Economics from the University of Illinois
- CERTIFIED FINANCIAL PLANNER™ certification
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Life/Health/ Long Term Care Insurance Licenses
- FINRA Series 6, 7, 63, and 66
Background and Expertise
Kevin Willoughby started his career with a Northwestern Mutual internship and has been helping clients ever since. Over the years he has built a business focused on retirement distribution planning. Kevin specializes in piecing together various facets of retirement, allowing people to truly enjoy that phase of life. Kevin holds multiple professional designations and enjoys getting to know clients and learning about their goals. He thrives in the positive work environment within the Beyond Financial Advisors team and the greater Northwestern Mutual family.
Personal
Kevin established his career in Chicago and now makes his home north of Atlanta, Georgia with his wife and stepson. He also has three adult daughters and a granddaughter. When he’s not spending time with his family, you might find Kevin on the tennis court.
Associate Wealth Management Advisor
Background and Expertise
Becky joined Beyond Financial Advisors in 2019 after working in the financial services industry at various firms. Along the way, she took a break from the office and worked as a television news reporter in Green Bay, Wisconsin and Mason City, Iowa. Regardless of profession or location, Becky has always enjoyed meeting people from various walks of life. She uses her communication skills along with the experience she gained during more than 17 years in wealth management to listen to clients and help them reach their financial goals.
“I know our clients will have a positive experience interacting with any member of our team. Financial planning can be emotional and complex, we approach each task with sensitivity and respect.”
Personal
Becky lives near downtown Chicago and enjoys cycling, as well as taking in the live music and professional sporting events the city offers. While she is a Bears fan by birth, she has come to appreciate the Green Bay Packers after living in America’s Dairyland. She also spends time volunteering and mentoring with organizations focused on education and community.
Education / Certifications
- FINRA Series 6, 7, 63, and 65 licensed
- Illinois life insurance licensed
- Long term care insurance licensed
- Bachelor’s degree from Columbia College Chicago
Operations
Background and Expertise
Michelle has been part of the Northwestern Mutual family for nearly two decades, all of it while supporting Kevin Willoughby. Michelle uses her experience and organizational skills to keep Beyond Financial Advisors running smoothly. She ensures all team members are working together and heading in the same direction to provide the best outcome for clients.
“Our number one focus is seeing clients reach their goals. Every member of our team is here to make sure that happens efficiently, and with the same care we would show to our own family members.”
Personal
Michelle lives in South Central Wisconsin with her husband, two daughters, and old English sheepdog. Every day is an adventure with that crew! Michelle loves being a mother and spending time with family. When she’s not busy with home and work, she regularly plays soccer – something she has done her entire life.
Education / Certifications
- FINRA Series 7, Series 6 & Series 63 licensed
- Life Accident & Health licensed
- Bachelor’s Degree from the University of Wisconsin – Stevens Point
Background and Expertise
Brooke worked in education, hospitality, and compliance before joining Northwestern Mutual in 2019. Whether it’s connecting clients to the right person on the team, brainstorming ideas as part of the marketing committee, or creating a system or database, Brooke is highly engaged – a Beyond Financial Advisors core value.
“I love being a point of contact for clients. I feel very fortunate to work with such a great team as a whole, and truly appreciate such passionate partners.”
Personal
Brooke is always up for taking in the outdoors. That might be playing in her softball league, having fun on ATV’s with her partner, relaxing by a bonfire or savoring some fresh air on a walk. She also volunteers with the National Animal Welfare Society; fundraising and spending time with animals in need.
Education / Certifications
- Illinois life, accident, health and variable insurance licensed
- Bachelor’s degree from Governor’s State University
Background and Expertise
Jordan shifted her professional endeavors from music education to financial planning when she joined Beyond Financial Advisors. Jordan is John Roland’s executive assistant. She is the friendly face and voice who connects people to the right member of the team.
“I love being the point of contact for our clients. I get to interact with wonderful people and assist them in any way possible.”
Personal
Though she no longer spends her days in a classroom, Jordan still enjoys spending time with children, especially her adorable niece. She also has a soft spot for canines of any kind and is happy to spend free time outdoors. If she’s near a body of water, it’s even better.
Education / Certifications
- Bachelor’s degree from Millikin University
Background and Expertise
Deanna was welcomed to the Beyond Financial Advisors team in 2021 as Director of Human Resources. With 20 years of office management and human resources experience, Deanna keeps the team running smoothly. Exemplifying our team value of continuous growth and development. She is a “people person” and takes joy in seeing others excel.
“I love assisting teammates reach their personal growth and development goals. We have a tight-knit work family; and we would do anything to help each other both personally and professionally.”
Personal
Deanna makes her home in the suburbs of Chicago with her big, beautiful, blended family of eight (eleven if you include the dogs!). If she’s not spending her time enjoying the great outdoors or traveling, you can find her volunteering.
Education / Certifications
- Human Resources Management Certification, College of DuPage
- Professional in Human Resources, HR Certification Institute
Insurance
Background and Expertise
Colleen started her Northwestern Mutual journey as Director of Recruitment in 2010. Since then, she’s worked in various roles within the NM family. She joined Beyond Financial Advisors in 2015 and serves as Director of Insurance Operations and Services. She and her team see the underwriting process through from start to finish, maintaining open communication with clients along the way. Though establishing insurance coverage can be tedious at times, Colleen knows the benefits exceed the effort.
“I have witnessed firsthand how insurance can take away financial worries for families during times of grief or illness.”
Personal
Colleen grew up in Central Illinois. She currently calls Chicago’s Western suburbs home with her husband and two energetic sons. There is rarely a dull moment in the Castro household! When she does get a moment of downtime, Colleen enjoys reading historical fiction. She is an extrovert’s extrovert and appreciates sharing a meal with family and friends, spending time at the beach, and taking in live music of various genres.
Education / Certifications
- Bachelor’s degree from Illinois State University
- Illinois life and health insurance licensed
- Long term care insurance licensed
Background and Expertise
Georgia joined the financial services industry in 2018 and has nearly four years of experience with Northwestern Mutual. In that time, Georgia has acquired extensive knowledge of the ins and outs of insurance underwriting and applications. Her inquisitive nature lends itself well to finding solutions for clients and exploring what’s possible. Georgia enjoys interacting with clients as well as teammates.
“I love being able to talk to our clients and assure them there is a strong, educated, and dedicated team here for them.”
Personal
Georgia is originally from upstate New York. She spent some time in Chicago, and recently moved to Colorado with her partner Ethan. The newlyweds are adjusting to life among the mountains. On the weekends, you can find them hiking with their dog Buddy.
Education / Certifications
- Life and health insurance licensed
- FINRA Series 6 & 63 licensed
Investments
Background and Expertise
Christina has been part of the Northwestern Mutual family for nearly a decade. She started her career as an associate financial representative to Marc Rosenberg and Matt Ward. She now focuses her time and attention on helping clients establish and fund investment accounts, showcasing her attention to detail and pleasant demeanor.
“I love being part of our clients’ journey to achieving their financial goals and dreams.”
Personal
Christina and her husband enjoy city living in Chicago’s Lincoln Park neighborhood. When they are not walking along the lakefront with their sweet golden retriever, Molly, you can find them checking out live music or venturing to different neighborhoods to check out new restaurants. She also enjoys trips back to her hometown in Ohio to spend time with family and friends.
Education / Certifications
- Bachelor’s degree from Miami University of Ohio
- Illinois life and health insurance licensed
Background and Expertise
Jacob Roland has more than a decade of financial services experience. He joined his brother John at Northwestern Mutual in 2011. Jake is highly credentialed and serves as Director of Investment Operations. Jake continuously monitors the markets and client accounts, ensuring we are fulfilling our promise and obligation to act in our clients’ best interests.
“I love my role as I am privileged to use my skills of analysis, problem solving, and workflow management to directly impact the families of clients we serve.”
Personal
Jake enjoys spending time with his wife and their two young sons. You can often find them camping, hiking, playing sports, fishing, or grilling. If you run into Jake on the weekend, you may be lucky enough to sample his home brew or grill creations. He and his family also enjoy the community of their church.
Education / Certifications
- FINRA Series 7 and 63 licensed
- Chartered Life Underwriter (CLU® American College)
- Chartered Financial Consultant (ChFC® American College)
- Bachelor’s degree from University of Wisconsin – Madison
Background and Expertise
Natalie has been part of Beyond Financial Advisors for five years. She brings experience at two financial firms and patience to navigate the complex world of investments and the voluminous paperwork that often accompanies highly regulated products.
“I love the trust I build with clients through transforming the convoluted into coherent. I think it takes away the fear of the unknown, and I enjoy creating that experience for clients.”
Personal
Natalie’s sense of humor keeps teammates on their toes and smiling. Natalie lives near Chicago but enjoys getting out into nature any time she can. Natalie’s favorite things to do include peaceful hikes in the Western US, any water sport on a coast or the Great Lakes, and spending time with friends.
Education / Certifications
- Illinois life, accident, health and variable insurance licensed
- FINRA Series 7 and 63 licensed
- Bachelor’s degree from University of Southern Indiana
BACKGROUND AND EXPERTISE
Brian joined Beyond Financial Advisors in 2023. Prior to joining the investment team Brian worked at two investment firms. His education and experience make Brian a great fit to keep the team’s day to day tasks moving forward.
“I enjoy supporting my teammates and helping clients turn their dreams in to reality.”
PERSONAL
Brian grew up in Cincinnati and graduated from the Farmer School of Business at Miami University. He now lives in the Chicago area and enjoys attending Chicago Fire soccer games. His spare time also allows him to hike and play videogames.
Education/Certifications
- FINRA Series 7 and 66 registrations
- Bachelor’s Degree from Farmer School of Business at Miami University
Planning
Background and Expertise
Elsa has been part of Northwestern Mutual for more than two decades. For the last 13 years she has served as Director of Operations for our team. She displays our core value of being devoted – to our team and to our clients. Elsa is not afraid to take on a project and research new ideas.
“I love the details of bringing a plan together for our business and for our clients. Our team dynamic allows our individual experiences to bring strength to the roles we fill.”
Personal
Elsa enjoys spending time with her family, traveling, and sampling off-the-beaten-path local foods during a road trip. Her travels often take her to museums, antique shops, and classic car lots. She also appreciates live music and is an experienced Salsa dancer.
Education / Certifications
- Bachelor’s Degree from Robert Morris University
- Illinois life and health insurance licensed
- Long-term care insurance licensed
- FINRA Series 6 & 63 licensed
BACKGROUND AND EXPERTISE
Quintin joined the Beyond planning team in the Summer of 2023. Quintin brings a thirst for knowledge as well as sales and management experience to the team. Quintin applies his skills to the in-depth planning Beyond clients expect.
“I love working to develop plans that are robust, actionable, and readable for our clients.”
PERSONAL
Quintin lives in downtown Chicago and enjoys taking in the live music the city has to offer. He spends most of his time with his fiancé Hannah, his brothers and their wives, and of course his Portuguese Water Dog. He also volunteers at a local church most weekends.
Education/Certifications
- Bachelor’s degree from Miami University in Classical Humanities