Staff

Team Members

As a Wealth Management Advisor for Northwestern Mutual Greg is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Greg does not do this alone. Here you will find a listing of the people who help make it happen.

Together, Greg and his team stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let them know.

 
Patricia S Nash

Patricia S Nash

Director of Operations and Client Service
Office 952-806-9641

Patti joined Greg's team at Northwestern Mutual in February of 2006 as an Associate Financial Representative.  Patti is licensed in Life/Accident/Health and Long-Term Care insurance, Variable Annuities, and also holds her series 6 & 63 Securities licenses.

As Director of Operations, Patti manages Greg's calendar and coordinates all team functions in order to keep the office and team running smoothly in addition to handling the processing and underwriting of all lines of insurance products and transactions.  Patti is happy to assist you with any of your insurance related questions and/or needs.

"It is my  intention to help clients within a timely manner and give the type of service you would expect from Greg Wallace and our team at Northwestern Mutual."

Patti and her husband Brad reside in Inver Grove Heights, MN.  They enjoy gardening, walking, biking, traveling to warm places, and spending time with friends and family.  Patti also has a big soft spot for dogs (keep her away from dog adoption areas!) and horses.

 

 
Jill L Conda

Jill L Conda

Associate Wealth Management Advisor
Office 952-806-9600

Jill joined our team in August 2015 as an Associate Wealth Management Advisor.  Jill is licensed in Life/Health/Accident insurance, Long Term Care, Variable Annuities, and also hold her series 7 and 66 licenses.

As an Associate Wealth Management Advisor, Jill's main focus will be preparing your personal planning analysis as well as making sure all of your investment account related customer service needs are being met.  Feel free to reach out to Jill with any planning updates you may have.

 

Greg B Wallace, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck