Stanley Michael Koehl, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

My Team

I would not be able to succeed in this practice without my team.  We truly enjoy what we do, yet are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times.

Please do not hesitate to contact us if you have any questions or have a request. We will work hard to address your needs without delay.

 
Lisa E Coy

Lisa E Coy

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 Koehl's team in 2016 as his Director of Operations and Client Services.  Lisa has been married  to Paul Coy.  Together they have two children-Mason and Shayna.  Mason graduated from Huntington University, and he has taken a position as Sales and Leasing Specialist with Kelley Automotive.  Shayna has graduated from Purdue University Northwest.  The family has 2 dogs-Pepper and Chubby.  In what little spare time she has, Lisa enjoys knitting, pickleball 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
 
Callie A Conroy

Callie A Conroy

Callie joined Northwestern Mutual in 2019 after three years in a Senior Representative position with a financial firm based out of New Jersey.  She joined the Koehl team as an Associate Financial Representataive.  Callie graduated from the Pennsylvania State University with her Bachelor of the Arts in Communication Arts and Sciences degree, as well as a Minor in Business and the Liberal Arts.  When she is not watching the Nittany Lions play football, Callie enjoys crafting, cooking and traveling!

 
 

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