Michael Brian Hoffman, CFP®

Wealth Management Advisor

Staff

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.

 

Susan M Lay

Associate Financial Representative
Office 651-905-6489

Sue has worked with Mike since September 2007.  She holds both her insurance and Series 6 securities licenses and brings to her role additional professional experience working for NM in the general agency for 3 years and more than 13 years of bank branch management, customer service and marketing.

 

Sue focuses on providing a professional and responsive experience for both current clients and those who are new to our practice. She serves as the liaison between the client and underwriting; coordinates new accounts and follow up transactions with our investment operations area; manages the work flow for our team and is the point person for client follow up service work. 

 

Sue is married to Kevin and they have four independent adult children living in four different states.  The nest is empty and life is good.

 

 

 

Jessica J Bach

Associate Wealth Management Advisor
Office 651-905-6488

Jessica joined Michael Hoffman's team in December of 2015 as an Associate Wealth Management Advisor.  Prior to joining Michael's team, Jessica worked for a financial planning firm in Texas assisting families who have a child with special needs.  She joined Northwestern Mutual in November of 2013 as a member of another finaincial representative's team.  In that role, Jessica handled all aspects of investment and insurance recommendations, applications, and client service work.

On Michael's team, Jessica gathers statements and client information for prepare a financial planning analysis for clients.  The plans analyze retirement planning, estate planning, life, disability, and long term care insurance scenarios, and education funding.  Jessica also prepares the resulting insurance and investment recommendations and proposals that come from the planning analysis.

Jessica has a Bachelor of Arts Degree in History and a Masters of American Studies from the University of Dallas.  She holds her Series 7 and Series 66 securities licenses and is also licensed in life, disability, and long term care insurance.  She and her husband are currently expecting their first child.

 

Linette Ramsay

Marketing and Scheduling Assistant
Mobile 651-272-7057

Linette joined Michael's team in 2014.  Working part time Linette assists the team with client scheduling, marketing projects, and office administration.

Linette is married to Robb and they have two daughters, Sarah and Emily.  In her free time, Linette enjoys tennis, watching her girls in all their activities, and traveling with her friends and family.

 
 

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