Deborah joined the team as an Associate Wealth Management Advisor in 2009 with extensive experience in the Financial Services industry. Her responsibilities include asset management, investment client operations, and team management. She is a dedicated team member that ensures all clients experience our concierge service through efficient workflows. Deborah has her FINRA Securities 7, 6, and 63 licenses as well as her Illinois Life, Health, and Long-Term Care licenses.

Deborah’s family consists of her husband Dennis, and her two teenage daughters, Emma and Olivia. In her spare time, she enjoys music, reading, and spending time with her family.

Ji joined Northwestern Mutual in 2007 and has been an asset to Vista Wealth Management Group since April 2021 as a Director of Client Services. Her role consists of assisting daily insurance operations and communicating with clients during the underwriting process. She obtained her FINRA Securities 6 and 63, as well as her Life and Health Insurance license.  Ji is passionate about being able to support clients and use her natural ability to problem solve. She enjoys being able to use her expertise to always give her clients clarity, confidence, and satisfaction.

She enjoys spending time with her husband and two children.  In her free time, she likes to play volleyball and plan fun activities with her friends and family.

Dan joined Northwestern Mutual in 2017 as an intern at the downtown Chicago office whilst attending DePaul University’s Driehaus College of Business, and later transitioned to Vista Wealth Management Group in March of 2022. His primary responsibilities include the processing of insurance applications as well as fielding service requests. Dan’s expertise in operations and workflow efficiencies has helped Vista’s team stay aligned with their ambitious goals and position for an exciting future.  

Outside of work, Dan enjoys spending time with his wife, Jennifer, and daughter, Anastasia.  He loves to read classic literature, play with “toys” in his garage, and walk his dogs.

Lynn joined Northwestern Mutual in 2022 as an Associate 401(k) Client Service Manager. In this role she served as a main point of contact and serviced 401(k) accounts. Lynn comes with over 25 years of Customer Service and Human Resources experience, including the role of a plan sponsor.  Her passion is helping clients navigate and understand their needs to make it as seamless and stress free as possible.

She loves spending time with her Fiancée, Moises and her son, Jake. In her spare time, she enjoys watching her son play sports and spending time with her family and friends.

Devin graduated from Iowa State University in 2019 and began his career in the financial software industry.  Since joining Vista Wealth Management Group, he supports growth initiatives on our 401(k) team.  Devin is passionate about building strong relationships with his clients and has a natural ability to think outside of the box when finding solutions. 

He enjoys playing golf, going to concerts, and spending time with his family, friends, and fiancé Christy. 

Christian holds her degree in Molecular Biology from the University of Texas.  She has been in the Financial Services industry since 2011 and with Northwestern Mutual since 2016.  Christian brought her extreme attention to detail and passion for illustrating how people can succeed financially to Vista’s team in 2023 as a Financial Planner.

She loves to spend time with and care for her family, read, practice yoga, and cook.

Joanna is a highly experienced professional in the field of financial services, equipped with a strong background in accounting.  Prior to her current role, she worked as an Associate Financial Representative for another advisor at Northwestern Mutual.  Alongside her professional career, she is a dedicated wife and mother to three daughters ages 20, 18, and 7.  Additionally, she shares her home with a German Shepard and a lively collection of fish. 

When she is not camping or embarking on adventurous road trips, Joanna indulges in her passion for party decorating where she transforms spaces into vibrant memorable celebrations.

Michael obtained his Bachelor of Arts in Economics from Illinois Wesleyan University and completed graduate coursework in economics at the University of California, Santa Barbara.  He brings a wealth of knowledge to his multifunctional role as Investment Associate.  Michael has held many supporting roles within the financial industry which has allowed him to quickly add value to Vista’s growing team.  He will continue to provide the best possible experience for our clients and prospects.

When he is not at work, Michael enjoys playing tennis and watching Chicago White Sox baseball.   He has been married for six years and has six pets that keep him quite busy!

Natalya is a dedicated graduate from the University of Illinois and recently joined Vista’s team as an Administrative Assistant.  Her relentless drive to continue education and provide exceptional customer care aligns with the core values we believe are essential for success.  Natalya enjoys working in a fast-paced environment where she can set goals and create a structured and systematic plan to execute her vision.

She maintains a close relationship with her parents and older sister.  Despite her busy schedule, she enjoys adding more hobbies to her list when it comes to sports.  Her zest for life has brought her on many adventures and introduced her to her new passions- surfing and skateboarding.