Our Team
Our team takes customer service very seriously. Together, we are committed to providing exceptional service to all of our clients.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.
Ivonne R. Santiago
Office (312) 548-1826
Office Hours: Monday – Friday
8am – 4:30pm CST
Ivonne is a graduate of Elmhurst University and joined Northwestern Mutual in 2014. She serves an integral role in managing operations. Ivonne is licensed in life, health and long-term care and contracted as an Associate Financial Representative. She is currently working towards acquiring her investments licensing and Certified Life Underwriting credentials to provide additional value to Sherrie’s clients.
How can Ivonne help you?
Schedules appointments
Welcomes referrals
Aids in review materials for meetings
Guides information intake for life, disability, long-term care and annuity applications
Coordinates new investment account paperwork
Provides service to policy owners and investment holders
Assists with 401k and IRA rollovers
Helps clients with online access
Dustin A. van Koevering, CFS, B.S.
Dustin benefitted from a breadth of valuable experience in the Chicago finance world for over a dozen years. He began his career here as a securities analyst at Northern Trust, developing a broad understanding of asset classes and their function in client portfolios. Following experience with a hedge fund, Dustin worked in the capital markets space for BMO Capital Markets' broker-dealer as a sales and trading specialist for both institutional and retail clients and senior manager for their role as a primary dealer.
Dustin was promoted to an opportunity within his most passionate space, working directly for private wealth clients at BMO Wealth Management - U.S.; here he was a lead Portfolio Strategist in their Investment Consulting Group (ICG), providing investment policy recommendations. Dustin personally analyzed over a billion dollars annually in private wealth client opportunities across all imaginable asset types and client account types using sophisticated portfolio optimization skills, modern portfolio theory application and advanced allocation strategies.
Dustin holds the Certified Fund Specialist (CFS) and Certified Estate & Trust Specialist (CES) designations from the Institute of Business & Finance (IBF) and is a 2021 Chartered Financial Analyst (CFA) Level 3 Candidate and active member of the CFA Society Chicago. He received his Bachelor of Science in Business Administration cum laude at Central Michigan University, double majoring in Finance and Marketing.
