Our Firm

Brent grew up in Evansville, WI and is the oldest of four. He studied Finance and played baseball at the University of Wisconsin-Platteville. He worked in corporate finance for two years at Lands’ End and decided he would enjoy applying his love for finance to people rather than spreadsheets. Brent has been a financial advisor with Northwestern Mutual since 2009. 

Brent and his wife Maddie currently reside in Fitchburg, WI with their two daughters, Emerysn and Kendall, and son, Carter. When not in the office Brent enjoys almost anything sports related, skiing out west, doing hands-on projects and spending time outdoors. They also have a chocolate lab, Caymus who joins in on the fun.

Peter was born and raised on the near west side of Madison, WI. He attended Pima Community College in Arizona where he ran track for two years and then finished his studies at Edgewood College in Madison. Peter played point guard for the Edgewood College Eagles basketball team for two years and graduated with a Bachelor of Science in Psychology in 2006. As the third generation of Shulla's entering the Northwestern Mutual family, Peter began his internship with Northwestern Mutual in 2005 and became a full time representative in 2006.

Peter is now an avid golfer and is a member at Nakoma Golf Club. He also enjoys taking golf trips with family and friends to play some of the top golf courses in the country. Peter’s favorite way to spend time is simply hanging at home with his wife Erin and son Joseph. Currently the Shulla’s reside on the near west side of Madison, WI.

Nathan grew up in Baraboo, WI and heavily focused on his development as a competitive swimmer. He attended University of Iowa on a swimming scholarship and majored in Business Management with a certificate in Entrepreneurship. Shortly after graduation, he worked as a project manager for a Madison healthcare IT company, Epic Systems. During that time, he discovered Northwestern Mutual as a client, and through the process of working with an advisor he recognized just how crucial financial planning is for achieving successful outcomes. Since 2014, Nathan has worked with clients on many of the same objectives that he found to be so important while on the other side of the table.

In his free time, Nathan enjoys being a husband to his wife Brooke, a realtor and entrepreneur, and a father to his two kids, Reese and Draper. His family hosts a variety of household pets: Three dogs, Sophie, Lola, and Onyx; two cats, Milo and Duchess; and one bunny, Rupert. He also is passionate about music, and loves sound mixing with his DJ setup. When not at home, Nathan’s ideal environment is anywhere outside with green space.

Andy Shulla was born and raised in Madison, WI and now resides in Middleton with his wife of 30 years, Lynn. They have four children - Rebecca, Rachel, Michael and Daniel.

Andy graduated with a Bachelor of Science degree in Education from the University of Wisconsin-Whitewater. Andy has 35 years of experience as a Financial Advisor helping his clients live out their dreams. Andy is the second of three generations of Northwestern Mutual Financial Advisors. Having a great mentor and role model in his father, Peter J Shulla, and now fortunate to partner with his nephew, Peter R Shulla. Andy has a passion for helping clients pursue their most important goals. He really enjoys educating clients and helping them define their vision of living their best life.

In his free time, Andy loves spending time with his wife, family and friends. Andy enjoys hiking, biking, kayaking, golfing and anything active. When it comes to sports, he enjoys watching the Packers, Badgers, Brewers and Bucks.

Karly was born and raised in Waunakee, WI. She studied personal finance at University of Wisconsin-Madison where she participated in the school’s Financial Life Skills program as a peer educator. She learned early in her own life the importance of financial planning and wanted to help spread financial literacy to undergraduate students.

In her free time, Karly likes to be active outside: running, hiking, golfing, or boating with friends. During the cold Wisconsin winters, you can find Karly snowboarding at the local hills. She also enjoys spending time with her family, most of whom still reside in Madison, and tailgating with friends for Badger and Packer football games.

Cary was born and raised in Monroe, WI and now resides in Verona, WI with his wife Aimee Kent and youngest daughter Tess. Cary’s oldest daughter Sophie is attending the University of Wisconsin and lives nearby in Madison. Cary has over 27 years of experience as a financial advisor. He’s been with Northwestern Mutual since January of 1995 and specializes in retirement planning as well as distribution planning for clients nearing or in retirement. When not in the office, Cary can be found traveling with the family, biking, hiking, working in the garden or enjoying time out on his boat.

Cheryl was born and raised in Waterford, WI. She received her BBA in Finance and Marketing from the University of Wisconsin-Milwaukee, then moved to Madison. She joined Northwestern Mutual as an Associate Financial Representative for Andy Shulla in May 2006. She currently holds her Wisconsin life and health insurance licenses.

Cheryl lives in Madison with her husband Glenn, their two daughters, Alexandra and Emily and their dog, Rocco. She is committed to her family and watching them grow.

Meghan was born and raised just outside Sulphur Springs, IN and now lives in Mount Vernon, WI with her daughter, dog, cat and a few backyard chickens. She has two children: Benjamin and Emily and will be an empty nester this fall when her youngest heads off to UW Green Bay. Meghan transitioned to the finance world from the animal training and veterinary platform in 2019 joining Cary Grunder as an Associate Financial Representative at Northwestern Mutual. She currently is investment licensed Series 6 and 63, and holds her life and health licenses for the state of Wisconsin. In her free time, she still loves spending time with animals, working outside on her property and is a voracious reader.

Kelsee graduated with a bachelor’s degree in Finance from the University of Wisconsin – La Crosse in December 2020. Shortly after, she joined Sentinel Advisory Group as an Associate Wealth Management Advisor. Kelsee currently holds her Series 7 and 63 designations as well as insurance license. When she is not providing exceptional service to our clients, she enjoys spending time with her dog Winston, family and friends. Kelsee is passionate about learning and is excited to continue her education in the financial industry.   

Tina was born and raised Madison, WI. She studied finance and financial planning at Illinois State University (ISU). At ISU, Tina was also a colligate swimmer. As a college athlete, Tina understands the concept of self-discipline and continues to put in the work to achieve anything she puts her mind to.

In her free time, Tina enjoys working out, going to concerts, coaching swim at Madison Aquatics Club, and spending quality time with her family - especially her cat, Tucker, who she absolutely adores. Come fall and winter, you will find Tina rooting and attending games of the local UW Badgers Football Team and Milwaukee Bucks.

Dan grew up in Stoughton, WI, the middle of three boys who were heavily involved in sports. He attended college at UW Madison and received a degree in Civil Engineering. After spending time in construction industry and even owning his own real estate investing company, Dan has found his passion within the financial industry, committed to helping people achieve the financial freedom they’re looking for. He currently lives in Sun Prairie with his wife, Kim, and son, Spencer.

In his free time, Dan loves spending time with his family outdoors. Family bike rides and hikes fill the weekends whenever the weather permits. Dan enjoys playing soccer with friends, following the Badgers and traveling; exploring new places, cultures and cuisine. Dan would like to visit all 7 Wonders of the World, with 3 down there’s only 4 more to see!

Will started his career at Northwestern Mutual as an intern during the summer of his senior year in college. He graduated from the University of Wisconsin-Stout with a Business Management degree and enjoys being back in his hometown of Madison, WI. Aside from being a Financial Advisor at Northwestern Mutual, Will enjoys the outdoors, spending time with his family and friends and traveling, when time permits - he hopes to visit all seven continents during his lifetime. He is an avid Wisconsin basketball fan and says that the basketball season is the only thing that gets him through the long, cold winters of Wisconsin. Will is very passionate about helping his clients achieve success. He believes in challenging his clients to set big goals, while creating a unique plan with real, proven, and reasonable strategies backed by an honest perspective on what it will take to get there.