Grant T. Goeglein

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Lisa E Coy

Lisa E Coy

Director of Operations
Office 260-443-7642

Lisa joined Northwestern Mutual in 2011 after numerous years in Retail Sales and Management and 12 years experience in Real Estate Sales.  She joined Grant's team in 2016 as his Director of Operations and Client Services.  Lisa has been married  to Paul Coy for 28 years.  Together they have two children-Mason, 22 and Shayna, 19.  Mason is finishing up his schooling at Huntington University majoring in Communications and Management.  He is a left-handed pitcher for the Forresters.  Shayna is a Sophomore at Purdue University Northwest.  She is the Pride's starting center midfielder and is majoring in Pre-Med.  The family has 3 dogs-Pepper, Sable and Chubby.  In what little spare time she has, Lisa enjoys knitting, quilting and watching the kids succeed!

Lisa is licensed currently in Life, Health and Long-Term Care, and is available to assist you with your Investment and Insurance Requests. 

How can Lisa help you? 

  • Open new accounts
  • Process account transfers and IRA rollovers
  • Complete mutual fund trades 
  • Provide account balances
  • Expedite all change requests regarding your account
  • Enroll new retirement plan participants
  • Schedule appointments
  • Generate consolidated statement reports
  • Provide service to your insurance policies
  • Provide billing information
  • Expedite owner/beneficiary changes
  • Process changes on your billing methods
  • Facilitate premium payments and policy loans
  • Process address changes
  • Supply life insurance quotes
  • Schedule insurance exams
  • Complete and process applications
 
 

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