Our Professionals

Josh Eisenschenk

Agent

Office: (630) 441-6028
Email: jbeisenschen@ft.newyorklife.com
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Hey, I'm Josh Eisenschenk, your New York Life Agent, nestled right in the heart of Milwaukee! I have a bachelor's degree in finance from the University of Wisconsin Whitewater. I'm on a mission to help families, individuals, and small businesses secure their financial futures with tailored strategies to create, grow, and protect their wealth.

Growing up in Burr Ridge, Illinois, sports have been a constant in my life—tennis, volleyball, football, baseball, soccer—name it, I've played it!

Beyond numbers and spreadsheets, my drive is to ensure your success while treating you like family. I'm deeply rooted in the special needs community, passionately supporting families using the services provided by New York Life.

As I look ahead, my goal is to become a financial advisor. Why? Because I want to offer comprehensive support in securing your financial future. When I'm not brainstorming strategies or forging connections, you'll find me hitting the gym, exploring picturesque trails, perfecting my golf game, or soaking up moments with friends and family

Whether it's financial security, personalized strategies, or guidance for small businesses, I'm here for you. I'm not just your financial guide but your advocate and ally, dedicated to making a real difference in your life.

Theodore Suess

Registered Representative

Office: (920) 636-8885
Email: tsuess@ft.newyorklife.com
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Ted has served the financial services industry since 2015. Most of his career has been dedicated to sales and client relations. Ted spent 7 years as an Agent. He is currently a Registered Representative for the Milwaukee General Office serving the Green Bay and Fox Cities Area.

Ted is a 2-time recipient of New York Life’s Executive Council Award and a 1-time recipient of the Centurion Club. He’s also a leader in the Milwaukee Office in Life Face Amount and Case Rate.

Ted lives in Appleton, WI. He’s a current resident, small business owner, and a veteran of HHC 2-127th Infantry of the Wisconsin Army National Guard located in Appleton. Ted is a Trustee and sits on the Parish Council of St. Mary’s Parish in Appleton. He loves sports and plays Volleyball every week. He’s always happy to relax with a good movie or enjoy a sandy beach in an exotic place.

Ted grew up in Appleton, WI. Helping small businesses and young families achieve financial independence are the source of his motivation and drive.

Becca Williams

Financial Services Professional

Office: (262) 399-5069
Email: RWilliams2@ft.newyorklife.com

Bio coming soon.

Dan Jokisch

Agent

Office: (414) 708-0991
Email: dajokisch@ft.newyorklife.com

Hi, I'm Dan Jokisch, an agent with New York Life.  I help individuals, families, and businesses build, sustain, and safeguard wealth.  In my free time, I'm an avid golfer and a huge Wisconsin sports fan.  However, Arsenal is the team closest to my heart.  I also enjoy spending time in Northern Wisconsin "Up North" and racing in Eagle River.  I love spending time with my golden retriever, Hope, and trying new recipes on the grill.  My goal is to be your trusted financial guide.  I started my career to help people navigate the financial world and give them the peace of mind that their loved ones will be taken care of.

Alex Rogers

Financial Professional

Office: (262) 808-8756
Email: ajrogers@ft.newyorklife.com
Schedule Appointment

I'm a, “family matters first” kind of guy. What that means to me is doing everything I can to provide the best for my family, including protecting them and myself. As a husband to my wonderful wife, Ashley, and father to two very outgoing kids, I have a lot of needs for protection. I am a lifelong WI resident, and my family currently resides in Belgium, WI.

As a New York Life Financial Professional my job is to inform and educate families about the different ways I could protect and help them as well as to get them started on their planning process to create and grow their wealth for their futures. My goal is to educate families, young and old, about every option that is available to them when it comes to protecting their families and their assets.

I started this career to be a benefit and resource to those around me and now I want to be a benefit and resource to everyone I meet. I look forward to being a resource to you.

Kenneth P. Specht, LUTCF^®, FSS, CIA

Agent / Registered Representative

Office: (262) 654-0140
Email: kpspecht@ft.newyorklife.com

I am entering my 34th year with New York Life, working with Families, Individuals, and businesses regarding their insurance, investment, retirement, and complete financial planning. I graduated from Villanova University with a Bachelor of Science degree in Accounting and have extensive certifications and continuing education in the banking, insurance, and investment-related fields. In 2015 I was asked to testify in US Congress regarding a retirement issue.

My wife Judy and I have 4 children and 8 grandchildren. I remain active with my Church, Boy Scouts of America, and my professional association. In the past, I served on various PTA's for 23 school years, Girl Scout leadership, a few sports teams among other involvement. Today we travel and I still find a little time to ride my bicycle.

Jim Healy

Financial Advisor

Office: (262) 893-4707
Email: jhealy01@ft.newyorklife.com

Jim Healy is a Financial Advisor with experience in investments, life insurance, guaranteed lifetime income annuities, principal protection annuities, long term care solutions, and income protection.

Jim has over 20 years’ experience in the Financial Services Industry. Jim is a graduate of South Dakota State University with a bachelor’s degree in animal science.

Jim is married with 5 children and 20 grandchildren. Jim enjoys gold and travel (especially cruises). Jim enjoys men’s Bible studies on Saturday mornings. Jim’s favorite sports teams include Badger football and basketball and the Packers.

Ken Bakula CFP, ChFC, CLU

Financial Advisor

Office: (920) 882-1816
Email: kbakula@ft.newyorklife.com

Ken Bakula is a Financial Advisor who helps clients with financial planning in accumulating, distributing and protecting their assets. Through detailed fact finding and goal planning we develop a trusted partnership in formulating a plan to reach a clients personal and financial objectives.

Ken graduated with a bachelor of science degree from UW-green Bay, taught elementary school for three years, and has been in the financial services business since 1982. Ken received the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College and the Certified Financial Planner designation from the College of Financial Planning.

Ken has been married to Bonnie since 1981 and they have three adult children and five grandchildren. Ken enjoys handyman work, traveling, boating, golf, yoga and exercise. Ken is an avid Packer, Brewer, and Badger fan. The best book Ken read was Breakfast with Buddha. Ken has served on various community boards, mentored at risk youth, coached and officiated high school sports, basketball, volleyball, baseball, and softball.

Yogesh O. Khatri

Financial Advisor

Office: (414) 778-7311
Email: ykhatri@ft.newyorklife.com
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Yogesh was born in Nairobi, Kenya. He comes from a very large family. He attended the University of Wisconsin - Milwaukee and graduated with a Bachelors Degree in Business Administration in 1988. Yogesh also earned a Masters Degree in Business Administration in 1990 with an emphasis in Financial Analysis.

Yogesh joined New York Life as an agent in November of 1990. Since then, he has worked hard to network with people and several organizations to develop a client niche. To serve his clients better, Yogesh has made a habit of working with New York Life's network of professionals to provide the best possible solutions.

Yogesh's style of business is unique. He loves working with Professionals, especially Physicians, Accountants, Attorneys, Engineers, and Business Owners. He works with each client to identify their needs and budget. Having worked in many ethnic markets, his experience ranges from Key Person Insurance to Estate Planning.

Yogesh has qualified and received several sales awards during his tenure with New York Life. He strives for the best for all his clients. He has been featured in several magazines, talks about various subjects related to Insurance and Estate Planning needs at different seminars. Yogesh has helped several new agents with guidance and mentorship.

Joseph T. Kivlin CLU^®

Agent

Office: (414) 325-1819
Email: jkivlin@ft.newyorklife.com

I'm in my 33rd year with New York Life. My client's needs and desires have always been the backbone of my practice. Working through this process, my clients and I are able to tailor a plan that fits their current and future needs. Life has a way of changing, so even the best plans have to be modified to meet those changes.

Having achieved a Certified Life Underwrites designation has broadened my understanding of protection and investments, enabling me to help to chart different courses for my clients to follow. Education never stops, due to an ever-changing financial landscape that faces my clients.

I have been married for 32 years with two boys, my work with New York Life has always enabled me to be there for my family. I enjoy tennis, swimming, biking, and cheering on the local sports teams.

Ken Pearson

Agent

Office: (414) 778-7340
Email: kpearson@ft.newyorklife.com

Ken has been in the financial services industry for the past 13 years. He joined New York Life in 2011. Since joining New York Life, his practice has focused primarily on working in the employee benefits space with all size municipality and Public School district groups. Ken helps his clients develop cost effective benefit plans using employer sponsored products along with voluntary products to keep costs low and employee retention high.

Grace Dunbar

Agent

Office: (515) 822-8705
Email: gkdunbar@ft.newyorklife.com

As a New York Life agent, and a single parent, I take great pride in educating and ensuring my clients understand their finances and feel empowered to make decisions about money. I work primarily with young families/parents, and small business owners. Using a variety of insurance and financial products, I help my clients realize, prioritize, and reach their financial goals from basic life insurance to college funding to retirement planning.

After graduating from the University of Iowa with a bachelor's degree in psychology and a master's in counseling, I worked in education for four years. My passion lies in helping and educating others achieve their goals and found I am able to do so in this industry using a holistic financial approach.

I have many interests and hobbies including traveling to new places, reading science fiction books, watching movies, and cooking. As a single parent, my greatest joy comes from doing all these activities with my daughter, Leia.

Charles H. Brewer, CLU, ChFC, MS

Agent

Office: (301) 653- 8102
Email: charbrewer@ft.newyorklife.com

Currently I am what one might call a generalist in the insurance business working with my clients to protect the wealth and investments in case they don't live long enough to fulfill their dreams, increase their investment wealth with mutual funds and annuities when appropriate so they can retire comfortably and create a distribution of those assets to accomplish the retirement they want. When my clients need a higher level of help, I work with Jim Adkins, one of NYLIC's top agents, who has access to the extensive support system NYL has put in place to help those with a large accumulation of assets plan keep it and prepare for a better position in retirement.

I have been with NYL since 1975 - at the end of June, 2022 I will have completed my 47th year with NYLIC. I hold a Bachelors of Science degree from VA Tech in Physics and a Masters Degree from the University of Missouri-Rolla Campus in Physics. I taught mathematics at the Charles County Community College for several years before working full time as a NYLIC agent. I carry my teaching technique into my insurance business. There is never an unreasonable question. I have been working with Jim Adkins in the past several years which allows my clients access to NYL's extensive support system. In 1985, I earned my Chartered Life Underwriting (CLU) designation by passing the ten (10) nationally proctored exams and earned my Chartered Financial Consultant designation (ChFC) by passing the three (3) additional nationally proctored exams.

Since 1986, I have umpired baseball games, mostly for the Little League program. In the last two years, I have worked many high school varsity, JV and freshman games. In 2014, I was asked to work the Little League East Region Major BB Tournament games in Bristol, CT. I was assigned to work 3rd base in the championship game that Mo'ne Davis pitched her way to the Little League World Series. In 2016, I was asked to work the Little League East Region Senior BB Tournament games in West Deptford, NY. I recall that was a very hot summer. In 2022, I was asked to work the Little League East Region Intermediate BB Tournament games on Long Island, NY. These games were delayed two years due to Covid-19. I also enjoy being with my children and grandchildren as they move through life. In addition, I enjoy making things out of wood, especially designing & re-building a kitchen from the studs out to the cabinets from rough cut stock.

Gail Gabrelian

Financial Advisor

Office: (414) 778-7350
Email: ggabrelian@ft.newyorklife.com
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Gail joined New York Life Insurance Company in August of 1988. She has achieved membership as a Lifetime New York Life Council Agent and has been recognized as the Milwaukee Office agent of the year in 2017. Her office is currently located in Milwaukee, Wisconsin.

Gail works in the area of retirement planning, estate planning and conservation helping her clients to identify and achieve their financial goals by looking at all aspects of the life and estate as one. When appropriate, she works with her client’s professional advisors to help her clients achieve their objectives. She is committed to educating her clients about the importance of creating a plan for long term care and disability.

Gail holds the professional designations of Chartered Life Underwriter and Chartered Financial Consultant. She is a Registered Representative for NYLIFE Securities LLC^*. As an Investment Advisor with Eagle Strategies LLC^** her clients have access to Mutual Funds^*, Separately Managed Accounts and Financial Planning Services.

Gail is active in the Milwaukee Community and in 2021 started volunteering with the Milwaukee Symphony Orchestra. She served for eight years on the Board of Directors of the Alzheimer’s Association of Southeastern Wisconsin and continues her advocacy role speaking on topics related to planning for retirement and long-term care. Helping animals in need has always been important to Gail. Through her participation in the 2022 New York Life’s Volunteers for Good program one of her favorite charities Specialty Purebred Cat Rescue has benefited. She has been an active member of her church community for the last 30 years where she has generously offered her time and talent in different leadership roles.

*Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency 135 South 84^th Street, Ste. 400, Milwaukee, WI 53214. Telephone 414-256-8700.

Brad Wessel

Financial Advisor

Office: (920) 458-0158
Email: bradley@voyagestrategies.com
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Brad is the Principal of Voyage Wealth Strategies. For over twenty years, his practice has revolved around comprehensive financial planning and goal based wealth management. Brad excels at understanding the goals and desires of his clients and is passionate about creating comprehensive solutions that address their overall needs. Brad specializes in retirement planning, risk management, and investment advisory services.

His belief is that a focused approach, passion, and commitment lead to a favorable client experience. Brad takes great pride in the fact that the majority of his clients have been with him for over a decade.

Brad is active in his community and serves as a board member for George D. Warriner Schools, a project based learning charter school in Sheboygan. He also volunteers and supports a number of local non-profit organizations that work with children, education, or veterans. He and his wife Amy live in Sheboygan where they were both raised. They have five children.

Dale Breitenfeldt

Agent

Bio coming soon.

Mike Jungen

Financial Advisor

Email: mjungen@eaglestrategies.com

Michael has obtained his Certified Financial Planner™ practitioner designation and has been active in the financial planning profession since 1979. He is a graduate of the University of WI, Milwaukee receiving his Bachelor’s Degree in Business administration in 1978.

He is the principal of Jungen & Co. Financial Advisers in Milwaukee, WI, a financial practice that specializes in Investment Advisory Services offered through Eagle Strategies LLC. Michael serves as a fiduciary to his clients as an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Co.

Michael specializes in the areas of investment management, retirement planning and estate conservation. He takes a Holistic Approach to wealth management by helping to coordinate the intersection of the many aspects of an individual’s financial life and financial resources.

He is the past president of the Milwaukee Estate Counselors Forum, The Milwaukee Chapter of the Society of Financial Services Professionals and the Wauwatosa Mayfair Rotary Club. He holds the Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner™ (CFP) designations.

Married to Kathy since 1979, he and his wife reside in Sussex, WI. Their daughter Julia is a CFP with the Practice Management Group of Eagle Strategies in Manhattan.

Mark Dulmes

Agent and Registered Representative

Office: (920) 698-0605
Email: mdulmes@ft.newyorklife.com

Allow me to introduce myself. I have been providing a full range of financial services to my clients for over 30 years. It has been an honor and privilege to work with hundreds of families and small business during this time. I have been an active community member, serving in multiple non-profits and other varied roles as we work to make this a great place to play, work and live. As a second-generation agent, I know the value of working with other hard-working clients as they build their financial lives. We enjoy spending time with our growing family, and spending time in the great outdoors hiking and biking. I look forward to speaking with you in the future. No obligation discussions are always welcome. ENJOY LIFE!!

Yolanda McGowan, JD, MBA

Registered Representative

Office: 414-213-7153
Email: YMcGowan@ft.newyorklife.com

My passion and my purpose are, and have always been, PEOPLE. Knowledge is power, and the more you know, the more you grow. For many years, my focus was on legal advocacy as I worked to educate, inform, protect, and empower my individual, family, small business, and corporate clients. 

Now, my focus is on financial literacy and mastery. I grew up in a family and community where financial literacy was not taught. Finances were not discussed – by those who had means and those who did not. Nor was it taught in my primary or secondary educational settings either. While I benefited from some knowledge, I would be much further ahead had I obtained a better understanding of budgeting, saving, protecting, and investing in my younger years. Because it is never too late to start, my mission is to learn as much as I can and share that knowledge. My work with New York Life enables me to educate and empower myself, my family, my community, small business owners, and others like me to have a secure financial future and leave a legacy for the individuals and institutions they love. 

I obtained my law degree (juris doctorate) from the University of Wisconsin, after which I received my Executive Master of Business Administration degree from the University of Wisconsin-Milwaukee. My first degree is from the University of Wisconsin-Whitewater, where I earned a Bachelor of Science Degree in Political Science and Public Relations, cum laude. 

I am fortunate to be a part of a large family. Spending time with them is where I find my greatest joy. Helping others grow and flourish is a very close second, which is why I dedicate my time and talents to volunteering in my community as a member of Delta Sigma Theta Sorority, Inc. I also serve on the Foundation Board for the University of Wisconsin-Whitewater, where we provide scholarships to help make college affordable. 

My combined education and experience, coupled with my commitment to service, makes partnering with New York Life one of the best opportunities for me to operate with passion to fulfill my purpose. Life IS good!  

Cindi Ritcey Fox

Financial Adviser

Office: (920) 882-1830
Email: crfox@financialwp.com
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Cindi’s career began with Humana Health Insurance Company where she worked for 11 years, holding various management positions. She worked in Group Administration, Underwriting, Telemarketing and Sales. During the last 5 years she was the National Sales Liaison, responsible for improving relations among 43 sales offices and headquarters staff.

In 1990 Cindi chose to directly assist clients by becoming a registered representative for Equitable and was quickly promoted to Regional Vice President AXA/Advisors Equitable of the Green Bay Sales Office. She quickly built up her office and was the only agent & manager recipient of AXA/Equitable chair of champions in history.

Cindi also owned a health insurance brokerage company that she started in 1991 called Fox Benefits by Design, a company designed to offer insurance packages, cutting edge retirement plans along with educational and custom financial programs to both individuals and corporations. Targeting several markets, Cindi specialized in union & large self-funded contracts.

Cindi started with New York as a Sr. Partner in November of 2003 and opened a start-up Sales Office in Appleton, WI. She has built the office from scratch to 17 Financial Planners. In October of 2014 Cindi founded Financial Wellness Partners and went back into sales specializing in educating individuals and business owners through their financial MAP. She became a Sr. Educator with Money Management Educators, a non-profit that truly is a give back to consumers by offering per education of financial wellness in the workplace.

She was born and raised in Wisconsin and is married to Bill Ritcey. She has two sons Bryan & (Amie) Fox & Clark Fox (Bobbie) plus 11 grandchildren Brooke, Alyvia, Kendra, Carter, Brytni, Linkin, Gavin, Devin, Logan, Onyx & Alix. She adores her family and practices the model of family first!

Kevin R. Greatens, MED, CLTC®, LUTCF®, FSCP

Financial Services Professional

Office: (920) 207-0277
Email: krgreatens@ft.newyorklife.com

Kevin R. Greatens has been in the financial services industry for almost 25 years. His New York Life career spans 17+ years in the Sheboygan and Oostburg, WI area. Greatens is also licensed to practice in MN, IL, MI, AR, FL, TX, KS, MO, PA, and MA. Greatens specializes in working with small businesses, estate planning, college funding, life protection, retirement services, and long term care planning.

Kevin R. Greatens was a state licensed Lutheran Administrator in TX, CO, and WI for over 20 years. Greatens began his studies at Florida Southern College in Lakeland, FL. He then began his studies for full-time ministry at Concordia Lutheran College in Austin, TX. He earned a BS in K-12 Physical Education, Elementary Education, and a Master's of Educational Administration from Concordia University in Seward, Nebraska. Greatens began his financial services career in 1998 with Lutheran Brotherhood of Minneapolis, MN, where he earned his FIC - Fraternal Insurance Counselor credential. Then in 2005 he began his career with New York Life. Greatens has continued his studies by earning his CLTC - Certified in Long Term Care, LUTCF - Life Underwriting Training Counsel Fellow, and recently his FSCP - Financial Services Certified Professional designation. Greatens has earned numerous awards in sales and production at the local, state, and national levels.

Kevin R. Greatens is a member of NAIFA - National Association of Insurance and Financial Advisors. Greatens is an active member of Trinity Lutheran Church and School in Sheboygan, WI and the Sheboygan Area Lutheran High School. Greatens and his wife Gretchen are active in the Mixed Choir and the Kleinechor. Kevin is also a member of the Mannechor, a men's choral group at Trinity. Kevin and Gretchen have been married for over 45 years and have been blessed with four children, 8 grandchildren, and one great grandson. Kevin is a member of the Legends Golf League at Riverdale CC and is a member at Sunset Hills Golf Club in Sheboygan Falls, WI.

Marisa Nor, CLTC

Financial Services Professional

Office: (262) 275-8700
Email: marisanor@soundefg.com
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After spending almost 25 years in corporate and local government, Marisa decided to take a leap of faith into entrepreneurship leveraging her accounting and finance background to become licensed as a life insurance agent and Financial Services Professional. This allowed her to design her schedule around being a newly single mother and the needs of her daughters. Being able to find a profession that aligned the passion of helping others and the love of working with numbers was a blessing. That decision was made in 2012 and Marisa is thankful to have evolved into the financial services practice Sounde Financial Group as a tribute and legacy to her father.

In the early stages of her practice, she realized many individuals, business owners and families were not being given the information they needed to make the best decisions for them and their families. Marisa began incorporating financial education seminars and workshops into her practice with the hopes of providing clarity and empowerment to those that attended. She found herself gravitating to working with other single mothers, female entrepreneurs, and women in transition facing a career change, divorce, newly widowed, and retirement alongside families and young professionals. Throughout the years Marisa has expanded to working with school districts, counties, cities/villages, and small business owners to provide life insurance and retirement benefits to their employees.

As part of Marisa’s ongoing effort to add value for her clients, Marisa is certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes, and strategies found in the Macro Asset Perspective®. The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement. While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

Dick Miller

Licensed Agent

Office: (414) 963-4329
Email: rrmiller@ft.newyorklife.com

I started my New York Life career on April 15, 1970, after completing my master’s degree in sociology at Marquette University.

I enjoy working on specific financial ideas with people and working with them on their complete financial plans using the Macro Asset Perspective (MAP). MAP is a wealth accumulation strategy that encompasses principles of asset allocation relative to risk tolerance and tax treatments. Ultimately, MAP is a strategy that maximizes future net retirement income. The MAP wealth accumulation strategy takes basic financial principles and packages them into a model that is designed to give people a visual picture of where assets can be placed and why. The strategy was developed in the early 1990s and has been taught and used by many of the nation’s leading corporations.

I am easy to work with and will do my best to help my clients achieve their goals and objectives. My office manager, Cecilia Castro, is very skilled in providing service to my clients. My favorite activity, other than work, is to jog at dawn. In fact, I am affectionately known as a “neighborhood jogger”. I watch Marquette basketball and spend time with my family. My wife, Susan, and I have been married for over 52 years; we have two sons, two daughters-in-law, and three granddaughters.

One of my hobbies is driving all across the beautiful state of Wisconsin to meet with my clients at their home or office. I have worked with multiple generations within families and plan to continue helping people for a long time to come.

Valerie Jean

Agent

Office: (414) 745-8238
Email: vjean@ft.newyorklife.com

As a New York Life financial professional, my goal is to help my clients and my community prepare for a more secure future. I'm very proud of how my career at New York Life is focused on serving others. I work with my clients to help them act on their love by giving their families the security they need.

I strongly believe in the power of human guidance. It's at the core of everything I do. I will directly work with you to simplify complex matters when it comes to your finances. My mission is to guide you and your family to financial security today, and in the years to come.

Let's discuss how I can put you and your loved ones on a path to a strong financial future. Please feel free to contact me anytime via email, phone, or we can set up a virtual meeting. I look forward to working together soon.