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

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, Kailee Ogden, 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:

  • Application/underwriting coordination
  • Transitioning assets
  • Ongoing questions and service requests regarding insurance and investments
  • Scheduling appointments
 
Samuel S Rutherford

Samuel S Rutherford

Sam joined Northwestern Mutual in 2012 as an Associate Wealth Management Advisor, coming from a background at Edward Jones as a Financial Advisor. Since then, he has taken the helm of the Planning Department at the Minneapolis office as the Director of Financial Planning. In this role Sam leads a team that works with several advisors throughout the local offices to efficiently prepare for client meetings. The team focuses on creating a customized plan, conducting necessary investment analysis, and preparing recommendations to help our clients reach their goals.

Sam is married to his wife, Kelly, and in his spare time enjoys bow hunting, bowling, and breweries.  He also enjoys time at the family cabin, out on the lake!

 

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

Wealth Management Advisor

 

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