Our Team

Allison has 12 years of experience at Northwestern Mutual and Wandrei, Mathews & Associates.  We would like you to think of Allison as your concierge, as she works with clients on a variety of service requests, both insurance and investment, and she is also your contact for scheduling a time to meet with our team.  Her favorite aspect of work is being involved with a process that helps people achieve their financial goals and feel secure.

Allison grew up in Evansville, Indiana and graduated from Indiana University Bloomington.  She is married to Youssef, and they have one daughter, Salma.  She loves exercising and anything Disney.

What Allison can do for you:

• Assist with insurance or investment related questions or service
• Direct you to the correct team member for specific questions
• Schedule an appointment with a member of our team

Matt is an Associate Wealth Management Advisor who has 6 years of experience at Northwestern Mutual.  He joined the Wandrei, Mathews and Associates’ team in 2015.  Matt is the Director of Investment Operations and assists our clients with the implementation of any investment related planning item.  He is FINRA Series 6, 63, and 7 licensed and also maintains licensing in Life, Health, and Variable Annuities.  In early 2019, he earned his Retirement Income Certified Professional Designation (RICP®).  His favorite aspect of work is helping people implement their planning strategies and watching their goals become reality.

Matt grew up in Anderson, Indiana and graduated from Indiana University Bloomington.  He is married to Grace, and they have one little boy, Maddox.  He enjoys helping out with his church youth group, playing basketball, and spending time with his family.

What Matt can do for you:

• Assist with any investment question
• Take orders to buy or sell securities
• Coordinate money movement between other institutions/banks

Zach is an Associate Wealth Management Advisor with over 13 years of experience at Northwestern Mutual.  He joined Wandrei, Mathews & Associates in 2018 and is primarily responsible for the development and implementation of financial planning proposals.  Zach is also available to meet with clients and answer any financial planning questions.  Zach has a Bachelor’s Degree in Accounting from Ball State University and he is licensed in Life and Health Insurance, Variable Annuities, and FINRA Series 6 and 63.  His favorite aspect of work is connecting with a client’s vision and helping them achieve it.

Outside of the office, Zach enjoys spending time with his wife Crystal and their 3 boys, Daniel, Micah and Benjamin. He is a sports enthusiast and a die-hard fan of Notre Dame Football, IU and Butler Basketball, the Chicago Cubs, Indianapolis Colts and Indiana Pacers.

What Zach can do for you:

• Review in person or on the phone any aspect of your planning
• Coordinate with Jarret on any planning item
• Assist with any insurance or investment question
• Take orders to buy or sell securities

Kerri is an Associate Financial Representative who has 17 years of experience at Northwestern Mutual.  She joined the Wandrei, Mathews and Associates’ team in 2017.  Kerri is Director of Insurance Services and assists our clients with the implementation of all insurance related planning items.  She also directly helps with a variety of client service requests and is Life and Health licensed.  Her favorite aspect of work is interacting with wonderful people while providing the necessary guidance in a variety of situations.

Kerri grew up in Indianapolis, Indiana and graduated from Indiana University Bloomington.  She is married to Eric, and they have two little girls, Lizzy and Kate.  She loves being outdoors and spending time with her family up at Lake Wawasee.  In her free time, you will probably find her catching up with a friend over a good cup of coffee.

What Kerri can do for you:

• Assist with life, disability, & long-term care related insurance questions
• Provide insurance quotes
• Facilitate premium payments and other insurance service items
• Review in-force policies