Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Jessica A Kappes, B.S.

Associate Financial Representative
Office 610-844-9747

Jessica has been a part of Joshua's team since June 2015.

Jessica is responsible for helping with planning analysis, the application process from start to finish, and client account management.

Below is a short list of what Jessica is responsible for:

  • Answers your billing questions
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of your medical exams
  • Submits your Life and Disability applications
  • Manages your applications during the underwriting process
  • Reports your paperwork once a decision is made

She is committed to providing exceptional customer service to all of our clients.  If you need to schedule an appointment or request any other service, please let Jessica know. She will respond promptly.

How can Jessica help you?

 

Joshua Steward Butler

Financial Advisor

 

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