My Team

As a representatives of Catalyst Planning Partners and Northwestern Mutual, we are commited to the highest level of service and expertise.  We have worked hard to build relationships with a team of experts.  It is these relationships that allow us to be client focused while delivering on the promise of expert guidance.

 
Jaclyn S. Rogers

Jaclyn S. Rogers

Director of Operations
Office 312-781-2730

Have a question and don't know who to contact? Call Jackie! 

Jackie graduated from the University of Northern Iowa with a degree in Marketing in May of 2012 and started with Northwestern Mutual shortly after graduation.  She is licensed in Life, Disability, and Health Insurance.  Personally, Jackie enjoys spending time with her husband (Nate) and dog (Newman), running, and exploring the city.

Office Hours: 8:00-4:30

 
Jacob P. Hartley

Jacob P. Hartley

Director of Marketing and Business Operations
Office 312-641-8900

Scheduling a meeting? Call Jake! 

Jake began his career with Catalyst Planning Partners and Northwestern Mutual 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.

For an interesting conversation, ask about his past as a Personal Trainer.

Office Hours: 9:00 - 5:00

 
Cassandra Yvette Lujan

Cassandra Yvette Lujan, MBA

Director of Investment Operations
Office 312-641-8628

Investment Questions? Call Cass!

Cassandra is an Associate Financial Representative with over 18 years of experience in this industry.  She graduated from California State University, Chico with a degree in Business Administration and later completed her MBA from the University of Phoenix. In 1999, she began her career with Northwestern Mutual in her hometown of San Diego and has had the pleasure of working with other Northwestern Mutual offices in Fredericksburg, VA and Chicago, IL.

Since joining the Catalyst Team team in January of 2011, she has brought a wealth of knowledge and experience to our practice.  Personally, she enjoys spending time with her husband Hector, daughter Olivia, and step-son Chris.

For an interesting conversation, ask about Olivia's cheerleading.

Office Hours: 7:30-4:00

 
Juhie N. Faheem

Juhie N. Faheem

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

Insurance related questions? Call Juhie! 

Juhie is an Associate Financial Representative and Director of Insurance Operations and Services for the Catalyst team. Juhie started her career with Northwestern Mutual in 2012. She joined our 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. 

For an interesting conversation, ask Juhie about her dancing background.

Office Hours: 9:00 -5:00

 
Vitaliy K Sturlis

Vitaliy K Sturlis

Office 312-641-8900

Vitaliy monitors our investment potfolios, conducts research and due-diligence, and other complex case management needs.

 

Joseph M. Smith, CFP®, CLU®
Wealth Management Advisor


Catalyst Planning Partners

 

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