Jake joined Northwestern Mutual in 2021 as a Financial Advisor, later joining the Legacy Capital Group team as a Senior Lead Advisor in 2022, after spending the previous eight years working in the health insurance and medical device industries. He graduated from Minnesota State University–Mankato with a bachelor’s degree in Sports Management. He loves meeting new people and building relationships, as he spends a lot of his time working with young families and individuals in the corporate workplace. 

Jake grew up in Lester Prairie, MN and married his wife Danielle (Dani) in 2018. They live in Delano, MN with their two girls, Charlotte (Charlie, 3) and Hattie (1), along with their dog, Willow. In his free time, Jake enjoys all things sports – both playing and watching – and also loves taking the family to the cabin and spending time on the lake.

Mary began her career at Northwestern Mutual in 2011 and started working with her husband, Ian, in 2016. She holds her Series 6 and 63 securities registrations and her Minnesota Life, Accident, Health and Variable Annuities insurance licenses. She attended the University of Northern Iowa and graduated with a B.A. in Business Administration in 2010.

As Director of Client Operations, Mary is the workflow manager of the team, and she champions the creation and ongoing management of client investment accounts. She also ensures that clients’ life and disability insurance applications move smoothly and efficiently through the underwriting process. Mary grew up in Iowa and moved to Minnesota in 2010, where she later met Ian at Northwestern Mutual in 2011. Ian and Mary got married in 2013 and now live in Eden Prairie, MN with their beautiful children, Judah and Zuriah. In her free time, she loves going for walks, reading, golfing and hosting friends for dinner.

Caitlin joined Northwestern Mutual in March 2021. Growing up in Brookings, SD, she attended her first three semesters of college as a Graphic Design major at South Dakota State University and later transferred to North Central University in Minneapolis, MN where she finished her degree, earning a B.S. in Journalism in 2011. She has worked in various fields and areas of marketing and communications since, including corporate branding, graphic design, copywriting, editing and social media management.

As Marketing & Client Relations Manager, she curates our team’s digital presence, social platforms and overall brand. (She designed the Legacy Capital Group logo and branding!) She also leads client communication, on-boarding and engagement, as well as manages the daily schedules of each of our advisors. Caitlin and her husband, Logan, live in Chanhassen, MN with their kids, Maggie and Ozzy, and their goldendoodle, Gatsby. She loves interior design, group fitness classes, reading, hosting friends for dinner parties and trying new restaurants.

Jeries joined Legacy Capital Group in 2023 as our team’s Planning Manager. He graduated from the University of Minnesota–Twin Cities with a B.A. in Communications. Prior to joining our team at Northwestern Mutual, he worked as a financial advisor at another local reputable firm for seven years but desired to focus more on the planning side of the financial planning process. He thrives working on a team and being around like-minded individuals, so the transition from being an individual advisor to working on a team is a perfect fit.

As our team’s Planning Manager, he manages the creation of custom financial plans for our clients so they can achieve their financial goals with ease. Jeries was born in New York but grew up most of his life in Apple Valley, MN. He and his wife, Shannon, got married in 2023 and reside in Minneapolis with their French bulldog, Willie. They love to travel, enjoy live music and are big foodies, so if you’re ever in need of a restaurant recommendation, Jeries is your guy.