Our Team

 
Dawn T. Henz

Dawn T. Henz, CLTC®, CLU®

Financial Advisor
Office 513-366-3651

For Dawn, it's about the relationship.  Getting to know you, your goals and dreams. Before all else. Developing a plan and following through to ensure your objectives are met and exceeded.

Dawn is a native of Columbus, Ohio and attended the University of Cincinnati.  It was following school that she laid down roots and made the Cincinnati area her home.  Dawn has three children and  two grandchildren.  She enjoys spending time with her family, cooking, gardening and all kinds of sports.
               
Dawn has nearly two decades of experience in the financial services business.   She holds a Series 6 & 63 license, Life and Health insurance license, along with the CLU® & CLTC designations.

 
Charles R. Ehrenfried

Charles R. Ehrenfried, CFP®, CLU®, ChFC®, CASL®, RICP®

Associate Wealth Management Advisor
Office 513-337-5554

Charlie brings his passion of working with others to financial planning and his attention to detail makes sure that every client issue is addressed, big or small. 

Charlie graduated from Miami University in 2003 with a Bachelor of Science degree in business.  Since 2003, Charlie has worked in the financial services industry, joining Northwestern Mutual in 2006.  He holds a Series 6, 7, 63, and 66 license, Life and Health insurance license, along with the RICP®, CASL®, CLU®, ChFC®, and CFP® designations. 

When not at work, Charlie can be found training for triathlons, marathons, and ultramarathons, among other outdoor adventure sports.  He also serves on the board for the Hyde Park Blast and is always helping the community.  Charlie resides in Oakley and attends St. Mary Church in Hyde Park and Crossroads Church in Oakley.

 

Brad Weeks, CFP®, ChFC®, CLU®, CASL®, RICP®
Wealth Management Advisor


Weeks Financial

 

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