Staff
As an Estate and Business Planning Specialist for The Middleton Financial Group, Gerry Maurer is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. He doesn´t do it alone. Here you will find a listing of the people who help make it happen.
Together, they stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
My Colleague:
Julie Green, CLU
Financial Advisor
(206) 777-3445
Julie Green and Gerry Maurer have been colleagues for 12 years. While they maintain separate practices, they work as a team to take care of clients’ families and businesses.
Julie’s practice focuses on helping to meet the needs of business owners and professionals through developing financial and legacy solutions for individuals and families.
She works closely with clients and their other advisors in developing financial accumulation, security and transition solutions.
Julie has been with the Northwestern Mutual Financial Network since 1989.
My Staff:
As representatives of the Northwestern Mutual Financial Network, Estate Strategies Group Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Estate Strategies Group, a division of Northwestern Mutual Wealth Management Company. Estate Strategies Group Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with the Northwestern Mutual Financial Network in order to support Estate Strategies Group Advisors but may not represent all companies. As a team, Estate Strategies Group Advisors and their staff are committed to helping clients achieve financial security.
