Staff
Scott Sernett regards clients' financial security among the most important issues and so does his team of professionals that are focused on understanding and serving each individual client. Call whenever you have a question, concern or need. Scott Sernett and his team are eager to help.
Teresa M Carr
Director of Client Services
teresa.carr@nmfn.com
319.235.3356
Teresa joined Scott Sernett's team in 2007 and serves as the Director of Client Services. She is fully licensed in insurance and securities. On a day to day basis, Teresa oversees the overall operations of SERNETT & ASSOCIATES.
A native of Charles City, Iowa, Teresa received a B.A. from the University of Northern Iowa. She lives in Cedar Falls, Iowa with her husband and is the mother of two grown children. She enjoys reading and spending time with her family.
Contact Teresa to:
- Schedule Appointments
- Assist with service matters on insurance or investments
- Facilitate insurance underwriting procedures
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Meg M Sernett
Operations Assistant
meg.sernett@nmfn.com
319.235.3356
In addition to being Scott's highschool sweetheart, Meg was Scott's first assistant, part time in the early years of starting the business. Meg has a BA in Management, with emphasis in Human Resources, from the University of Northern Iowa.
Meg has worked in the Human Resources field for a number of companies, off and on, as our family has grown. In addition to HR, Meg has extensive experience in financial accounting. Meg has taken a more active role in helping out at the office part time in the last few years.
Meg's un-official title is "Director of Special Projects" as she helps out with a variety of projects throughout the year as well as operational assistance, especially during our busy seasons
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As representatives of the Northwestern Mutual Financial Network, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with the Northwestern Mutual Financial Network in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
