Greg B Wallace, RICP®

Wealth Management Advisor

My Team

Meet Our Team

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
Office 952-806-9641

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

As Director of Operations, Patti manages the daily operations of the team in order to keep the office running smoothly.  In addition, Patti handles the processing, underwriting and client service for all lines of insurance products and transactions as well as all investment account opening and maintenance.  Patti is happy to assist you with any of your insurance and/or investment related questions and 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."

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

 

 
Joseph J Dingmann

Joseph J Dingmann

Associate Financial Representative
Office 952-806-9600

Joe recently joined Greg's team in January 2019 as an Associate Financial Representative specializing in client service as well as the underwriting process of all risk related products.  Joe's goal is to ensure that all of your insurance and general service requests are processed in the most seamless and efficient manner while building a long term client relationship.  Joe is currently licensed in life, Accident & Health and Long Term Care and is eager to take the next step to obtaining his series 7 security license.

Joe is a graduate of St. John's University, Collegeville MN, with a double major in Political Science and Hispanic Studies.

In his free time, Joe enjoys running and is almost always training for a new race. He is always reading at least one book (usually two or three at a time) and is always looking for new recommendations.  Having just moved to the Twin Cities area, Joe is enjoying finding new places and things to do, especially trivia nights and concerts with friends.


 
Nathan Korf

Nathan Korf

Associate Financial Advisor
Office 952-583-9018

Nate joined Greg's team at Northwestern Mutual in July of 2018.  Prior to that, Nate was a Financial Advisor with Northwestern Mutual at our Woodbury Office.  Nate is a 2008 graduate of Saint Cloud State University with a Bachelor's Degree in Finance. Nate is licensed in Life/Accident/Health and Long-Term Care Insurance, Variable Annuities, and holds his series 7 & 63 Securities License.

As an Associate Wealth Managment Advisor, Nate will assist Greg in the preparation of client meetings while maintaining our holistic approach to help you reach your goals for personal planning.  In addition, Nate is eager to provide quality client service to make sure your insurance, variable products, and other securities related questions and transactions are completed in a seamless manner. Nate lives in Oakdale with his 2 children Layla (8) and Cristian (2).  Aside from spending time with his kids, Nate is an avid sports fan.  He enjoys watching and cheering for the Minnesota Wild, Twins and Vikings, as well as playing golf and softball in the summer.


 
 

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