Meet Our Associates

Serving our clients is something we take very seriously. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy or investment account, submit a claim or request any other service, please let us know. We will respond promptly.

 
Katie N Davis

Katie N Davis

Director of Investment Operations
Office 614-222-6009

Katie is an integral part of our team.  She manages most of the operations critical to us and our clients. From setting up and opening the investment accounts, as well as the ongoing monitoring of our advisory portfolios, Katie's presence is felt throughout the whole process.  Katie brings a strong sense of professionalism to this role, and really cares about the impact we can have on people's lives.  In fact, Katie was a client of Northwestern Mutual long before working with us as an associate.  She cares about our clients as if they were her own family.

 

Katie holds a BA from Ohio State University in Economic Anthropology.  She joined the team in 2013 after being a long time policyholder with Northwestern Mutual.  Katie lives in Galloway, Ohio with her beloved cats.  Katie enjoys rescuing and fostering animals.  Katie is an amature astronomer, musician, and has a special talent for juggling!

 

Jon D. Cross, CLU®, ChFC®, CFP®
Wealth Management Advisor


The Cross Wealth Management Group

 

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