My Team

Whether you're an ambitious college graduate or a recently retired executive turned full-time grandparent, we'll work together to explore what's most important to you in a welcoming, informative environment. Using a comprehensive approach to planning, we'll develop a customized roadmap for your future that delivers the peace of mind needed to keep you present and focused on what matters most. 

Christopher J Koenig

Christopher J Koenig, RICP®

Associate Wealth Management Advisor
Office 952-234-4524

Chris has been a member of the Northwestern Mutual team since 2015. He works best with young professionals and families to provide accountability and help build strong habits that allow them to live the lives they want.

Chris also assists Jesse and Sam Rogers with financial planning analysis as well as the strategic implementation of the plans with clients. Chris is passionate about coaching youth baseball and helping out with the youth ministry at his church. In his spare time, you will find him touring the state looking for new golf courses, spending time with family and friends, or brewing beer with his dad.

Contact Chris for assistance with:

  • Planning analysis questions
  • Insurance or investment recommendations
  • 401(k) rollover calls
Lisa M Roettger

Lisa M Roettger

Associate Financial Representative
Office 952-234-4522

Lisa joined the Northwestern Mutual team in 2013, coming from a property/casualty and medical background. She and her husband, Brent, just celebrated their 25th, wedding anniversary. In her spare time, she enjoys spending time with family, friends, and dogs, traveling, reading and being anywhere on or near the water. Lisa is happiest when she is helping others, so please don't hesitate to reach out to her.

Contact Lisa for assistance with:

  • Transitioning assets
  • Ongoing questions and service requests regarding insurance and investments

Jesse J Bergland, CFP®, CLU®, ChFC®, CAP®, RICP®

Wealth Management Advisor


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