My Team

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.

 
Jacob P. Hartley

Jacob P. Hartley

Director of Operations
Office 312-641-8900

Jake began his career with Northwestern Mutual when he joined Rich’s team in 2014. His professional background includes experience in College Administration and as a Personal Trainer. Through these experiences Jake developed a passion for customer service and helping people achieve their goals. He carries this passion into his current role and assists with scheduling appointments, preparing client presentations, and various other administrative functions. In his free time he enjoys spending time with friends and family, travelling, reading, and exercising.

 

 
Juhie N. Faheem

Juhie N. Faheem

Director of Insurance Operations and Services
Office 312-641-8905

Juhie is an Associate Financial Representative and Director of Insurance Operations and Services for Rich's team. Juhie started her career with Northwestern Mutual in 2012. She joined the Woo practice in 2015. Juhie has extensive knowledge with our insurance products. She has obtained her state life and health insurance licenses. Juhie can assist in answering questions regarding billing accounts, current insurance values, making changes to your policies, along with other customer service needs. Juhie handles all underwriting, and billing questions for the team. In her free time Juhie enjoys spending time with her friends and family. 

 

Richard Woo, CLU®, CFP®
Wealth Management Advisor


Catalyst Planning Partners

 

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