Be the

Top Player

in Your Market

Running a small business takes a team and winning plays. We’re here to help financial advisors, attorneys, and referral-based business owners play your position, stay on offense, and create a system to score more ideal clients and raving fans.

Attending NM Annual Meeting? Let's Connect!

Milwaukee | July 19-22, 2025

Book a focused 20-minute session with me to sharpen your referral strategy, client experience, or marketing approach — fast.

Walk away with clear, actionable ideas tailored to your practice.

If you see me, snap a pic and post it on LinkedIn,
Facebook, or Instagram with #SpotThePlaymaker.

Each post is an entry for a daily raffle for a
private marketing strategy session ($500 value).

Let the spotting begin!

CURRENT EVENTS

MVP Scholarships

In honor of Playmaker Coaching & Consulting’s 5th Anniversary, we’re giving five driven financial advisors an incredible chance to join our MVP Program for just $600 for the entire year—a 50% discount from the usual $1,200!

This is your chance to supercharge your career with personalized coaching and support—all at a fraction of the regular cost. Application submission are open now, and we’re selecting just 5 lucky winners—so act fast!

Click here to apply today. 

EVENTS

NM Playmakers Changing the Game Webinar Series

Elevated Branding:
Speak, Spread, and Stand Out!

Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to learn how to build a strong brand identity, connect with your ideal audience, and create a compelling brand story.

Live from 12-12:30pm CST with time for Q&A.

Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit. 

RSVP and Join on EventBrite.

 

EVENTS

NM Playmakers Changing the Game Webinar Series

Marketing Triple Threat

Amplifying Reach- Creative Collateral – Brand Mastery

Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.

Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit. 

▶️Watch the Replays

Sign-Up for Our Newsletter to be the 1st to know when the next season is coming!

 

Speaker announcement for Season 8 - Nicolau Neto, Noah Milmont, Misty Petak

ATTRACT MORE IDEAL CLIENTS WITH A DIGITAL PRESENCE THAT SPEAKS FOR YOU.

Welcome to the Champions Club!

Registration Closing Soon!

EVENTS

NM Playmakers

Changing the Game Webinar Series

SAVE THE DATE
September 5 | September 19 | October 3
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.

Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit. 

Sign-Up for Our Newsletter to be the 1st to know when the speakers are announced!

 

EVENTS

NM Playmakers Changing the Game Webinar Series

Powerhouse Marketing

Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients. Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.

Join us:

September 5th 12-12:30pm CST: James Kaiser, WMA and co-founder of Gamma Wealth Partners in Montana (NM 2008) 

  • How building powerhouse marketing requires a powerhouse team and unwavering commitment to your vision 
  • Valuable insights on developing a firm’s name and navigating the rebranding process 
  • Strategies for continuing to grow your practice, especially if you’re considering a teaming model


S
eptember 19th 12-12:30pm CST:
Mike Riggs, FA from the Sarnecki Network Office in Kansas (NM 2018) 

  • How Mike revamped his online presence to nurture clients and grow his share of assets 
  • The impact of refining his value proposition and gathering impactful testimonials 
  • How showcasing his authentic approach drives success in his practice


October 3rd
12-12:30pm CST: Bonnie Mangold, 1-star Pathfinder FA in Pittsburg, PA (NM 2018) 

  • Despite relocating her practice twice, how Bonnie has achieved Forum status, and built a thriving powerhouse practice 
  • How she leverages innovative marketing strategies like online prospecting, webinars, and events 
  • Her unique approaches, combined with her team’s integral support 

EVENTS

NM Playmakers Changing the Game Webinar Series

Marketing Triple Threat

Amplifying Reach- Creative Collateral – Brand Mastery

Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.

Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit. 

▶️Watch the Replays

Sign-Up for Our Newsletter to be the 1st to know when the next season is coming!

 

Speaker announcement for Season 8 - Nicolau Neto, Noah Milmont, Misty Petak
Facebook
LinkedIn
Email

Sales + Marketing = More Control &
Better Results

When everyone else says hire a marketing agency we say you need a Playmaker. Here’s why…

Inside the Huddle: From Rookie to Pro

How to market consistently?

11 Videos

Business development doesn’t have to be overwhelming, inconsistent, or unintentional.

Accelerate with a Flexible Client Acquisition Game Plan that Evolves as the Game Changes.

Built on the same principles you likely use: start early, diversify your strategy, dollar cost average, and maximize the magic of compound interest accelerates growth exponentially over time.

How to SCORE

The Playmaker is a player that leads the team to score, sees the entire field, and gets the ball to the right person at the right time. For your business, this means:

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GeneRATING

More LEADS

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DRIVING HIGHER

CONVERSIONS

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CREATING 

RAVING FANS

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SAVING YOUR 

TIME & HEADACHES

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ACHIEVING YOUR

BUSINESS GOALS

FASTER

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A PLAYBOOK for

Success

You can stay on offense and play your position.

Ready to get in the game?

TAKE THE SCORE WINNING SYSTEM ASSESSMENT

Uncover opportunities and help determine the right game plan for you.

 MARKETING PLAYBOOK

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Strategy & Consistency

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SPECIFY

Confidence & Clarity

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CONSIDERATION

More & Better Leads
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OTHERS

Expand Audience

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RELATIONSHIPS

Increase Conversions

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EXPERIENCE

Create Raving Fans

If you aren’t at least a 6 in each area it’s time to take action.

Schedule a discovery meeting to review the assessment and discuss recommendations.

WHAT OUR CLIENTS ARE SAYING

Make client acquisition more strategic, values-based, and consistent (SVC).

Create greater control and improve results with a winning client acquisition game plan. Reduce the time and money spent on unproductive efforts.

Now, instead of dreading prospecting or feeling like marketing is overwhelming, inconsistent, or unintentional, business owners have:

Owner Jennifer with her husband and daughter at Christmas time.

I believe that you deserve to attract more ideal clients and that it doesn’t have to be so difficult

In my journey, I have found that my greatest teammates are my husband, Keith, and my daughter, Samantha. They always encourage me to stay true to my own game and maintain an offensive mindset.

Living with intention is a value I hold close to my heart. This year, my chosen word is “Go.” It serves as a reminder to go be great, go on adventures and that sometimes we have to let go to go up. Let’s go be great together!

Together, we can explore strategies and approaches that allow you to go do what you do best!

CREDENTIALS
Chartered Life Underwriter (CLU)
Certified Financial Consultant (ChFC)
Master Certified Greider Breakthrough Business Coach
Certified Trainer
Certified Group Fitness Instructor
The University of Missouri, Bachelor of Science, Marketing

COMMUNITY INVOLVEMENT & ASSOCIATIONS
Sea Captain Performance – Executive Coach
The American College – Member
Small Business Owner Community – Member
Girl Scout – Volunteer
St. Leonard Catholic Church – Pastoral Council Vice Chair
Alpha Kappa Psi Foundation – Volunteer
University of Missouri – Guest Faculty
Wisconsin Women’s Business Initiative Corporation (WWIBC) – Guest Faculty

AWARDS
Top Executive Coach by CoachFoundation.
2025 Best Financial Advisor Growth Partner
2024 International Women Entrepreneur Award Winner