Tim joined Northwestern Mutual 1983 after graduating from the University of Cincinnati.

As an advisor, Tim works mainly business owners and those entering or currently in retirement.

Tim helps clients take control of their future. Together he works with clients to identify their most important goals and dreams, resulting in building and implementing a financial plan to help them achieve them. He works with clients to continually monitor progress on a regular basis to ensure the plan evolves as client’s needs and the situation around them changes.

His areas of expertise include:

• Risk Planning
• Business Planning
• Executive Benefits
• Retirement Planning

Tim and his wife Vickie reside in Anderson and are proud parents of Jeff and Ali. When Tim’s not helping clients, he’s honing his golf game or  volunteering at his church, Immaculate Heart of Mary. Tim is also a member of the Planned Giving Council at the Ronald McDonald House.

Marty joined Northwestern Mutual in 2014.  Prior to Northwestern, Marty spent 4 years in a successful sales career at a Fortune 500 company.  Marty received his B.S. in Finance at Miami University in 2010. 

In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ professional designation.  He strives to serve his clients by helping them proactively plan & align their intentions with their actions to empower a life beyond money. 

Areas of expertise include:

• Planning with executive stock options & RSU's

• Charitable giving techniques & strategy

• Portfolio construction & management

• Distribution and tax strategies in retirement

Marty and his wife Amy reside in Madeira and are proud parents of Finley, Jack & Lucy. In his spare-time, he enjoys spending time with his family or volunteering at All Church in Blue Ash.

Jared Nickoli is a Financial Representative with LiveWell Capital. Jared helps clients with the creation, implementation and maintenance of a comprehensive financial plan encompassing risk management, wealth management and estate planning. Jared joined Northwestern Mutual in 2012 and has worked in the financial services industry since 2007. He is a graduate of Xavier University with a bachelor’s degree in finance & entrepreneurial studies.

Jared resides in Cincinnati with his wife, Rachel, daughter, Camden, and their three dogs. He enjoys travel, golf and anything involving the outdoors.

Professional:

Kertsze began his career with Northwestern Mutual in 2011 and has been with LiveWell Capital since its inception.

Kertsze is a fully credentialed CERTIFIED FINANCIAL PLANNER™ professional, a GFP Fellow at the Global Financial Planning Institute, holds the Series 6, 63, 65, and 7 investment registrations, and is Accident & Health, Life, and Variable licensed for insurance.

Kertsze’s areas of expertise include:

• Planning with executive stock options and RSUs
• Portfolio construction and management
• Tax-efficient asset accumulation strategies
• Risk management strategies
• Income distribution strategies in retirement
• Cross-border planning for people localizing to the US and Americans living abroad

Personal:

Kertsze grew up in Cincinnati and graduated from the University of Virginia with a Bachelor of Arts in Economics. Kertsze and his wife, Coral, reside in the Downtown Cincinnati neighborhood of Pendleton. During their free time, Kertsze and Coral enjoy traveling, dining at local restaurants, attending sporting events and concerts, and spending time with family and friends. Kertsze is also a member of the St. Xavier Black Bomber Alumni Network and the Pendleton Neighborhood Council.

Fun fact: Kertsze ran with the bulls in Pamplona, Spain

Dustin joined Northwestern Mutual in 2016 as a Qualified Plan Specialist. Prior to joining our team he spent nearly a decade at one of the largest retirement plan providers in the country. 

As an advisor, he focuses his time working with business owners, CFO’s and Human Resources Teams to help setup and maintain their corporate retirement benefits. 

Areas of Expertise

• Qualified Retirement Plans
  • 401k Plans, 403b Plans & SIMPLE IRA’s  
• Cash Balance Plans
• Fund Lineup & Construction
• Executive Benefits

Dustin and his wife Jamie reside in Cold Spring, KY with their three children, Kennedy, Collin and Kinsley.

In his spare time he enjoys playing golf with his wife, coaching his kids sports teams and spending time with friends and family.

John Brannon joined LiveWell Capital in 2014 as Portfolio Advisor and Chief Operations Officer. John grew up in Cincinnati and is a graduate of Miami University’s Richard T. Farmer School of Business. He began his career in Stamford, Connecticut working for a multinational paper company and then to Chicago for his MBA where he also began work in the mutual fund industry.

John returned to Cincinnati in 2004 managing brokerage and treasury operations within two insurance companies. His expertise includes portfolio analysis, brokerage operations, treasury operations, and investment analysis. John is passionate about building the infrastructure to support clients’ lifetime and generational goals. This includes directing daily portfolio management and integrating portfolios with the tax system, trusts and other estate planning tools for future generations of a client’s family.

John resides in Oakley with his wife Kimberly where the two of them are outside as much as possible. John is a life-long learner and most enjoys volunteer-based vacations with Kimberly.

Shawn joined LiveWell Capital as Vice President of Operations in May of 2023. During his career, he has worked for companies varying from a Fortune 200 company leading businesses in the automotive, aerospace and food industries to more recently Chief Operating Officer at local Cincinnati based firms.

Shawn graduated from Juniata College in 1989 with a degree in finance management and earned a master’s degree in business administration from Case Western Reserve in 1995.

In this new role, Shawn will be focusing on operational excellence, talent development, future integrations, and overall business operations.

Personally, Shawn has two children – Justin and Megan – who have both graduated from the University of Cincinnati over the past two years and have begun their professional careers with companies headquartered in Cincinnati.

In his spare time, Shawn enjoys golfing, exercising, exploring the great local food scene and concerts, and rooting for his original hometown sports teams based in Pittsburgh. Shawn has also been a member of the Big Brothers organization for the past two years and enjoys helping the youth reach their full potential.

Mike joined the team in 2016. He graduated from Northern Kentucky University with a bachelor’s degree in finance. His career in financial services operations began in 2008, in which he has experience in client support, financial, and analytical roles. Mike is skilled at process development and improvement, having played significant roles in numerous organizational wide projects and initiatives.

Mike and his wife Becky reside in Cincinnati. They enjoy traveling, running, hiking, and constantly staying active.

I am excited to be part of the LiveWell team after 20 years of service as Director of Investment Operations at Northwestern Mutual in Cincinnati. This path has afforded me the opportunity to engage my detail-oriented, critical thinking mindset; but more importantly, I enjoy being able to contribute to an outward focused organization helping others with LiveWell Capital.

My husband, Art, and I have two teenage daughters. Gwyneth is our singer and Elise is our artist (and she is a ridiculously good baker). We have a tater tot/goldendoodle we call Tilly and we also have a cat named Biscuit.

My most used apps are Spotify and my camera. I love Laguna Beach, California. As an avid reader, I like to recommend A Gentleman in Moscow by Amor Towles as it is a life-affirming novel that speaks to the role optimism can play in dealing with change and realizing your life’s purpose.

Chris joined LiveWell Capital as an Investment Operations Associate in the fall of 2022. Before joining LiveWell Capital, Chris spent time in the financial services industry as a Financial Representative where he obtained his Series 7, 63, and 66 licenses. Prior to starting in the industry, Chris graduated from Ohio University in 2021 with a degree in Sport Management and a minor in Finance.

In his free time, Chris enjoys spending time with his Fiancée, Hannah, and their two animals, Ellie and Lucy. He also loves to travel to new restaurants, attend sporting events, and binge Netflix shows.

Connor joined LiveWell Capital in 2022 as an Investment Operations Associate. In 2015, Connor graduated from Thomas More College with a bachelor’s degree in Business Administration. He then began his career at a large brokerage firm where he held various roles within the Private Client Group. Connor has experience in client support, trading, portfolio implementation, retirement plan rules and regulations, as well as advisor support.

Connor and his wife, Ale, reside in Northern KY with their two children, Daniel & Chloé.

In his free time, he enjoys traveling, spending time with family, attending sporting events and golfing.