Planning Team

My team and I pride ourselves on our ability to build deep and enduring relationships with our clients. By getting to know you personally and understanding your financial goals, we are able to provide you with the guidance that you need to make smart decisions about your money. My team and I utilize an in-depth planning process which allows us to prioritize the specific needs of your family or business and deliver innovative solutions for those needs. We look forward to having the opportunity to work with you.

 
Jane Wellmann Goodrick

Jane Wellmann Goodrick

Office 410-659-6005

Jane joined Northwestern Mutual in January 1995.  She assists in every aspect of his business from policy underwriting and servicing to marketing and business planning.

Jane obtained her Chartered Life Underwriter (CLU®) designation in 2009.

Jane was born and raised in Baltimore, attended Virginia Tech and currently lives in Baltimore City with her husband Joe.

 
Matthew Stuckey

Matthew Stuckey, CFP®

Associate Wealth Management Advisor
Office 410-659-6071

Matt Stuckey, CFP® has been with Northwestern Mutual since 2011.  He grew up in the Baltimore area and received his Finance degree from Towson University where he was a member of The Beta Gama Sigma National Honors Society for business Colleges.

Upon graduating from Towson University, Matt pursued a career with Northwestern Mutual as a Financial Representative.  He has a passion for working with families and business owners in the greater Baltimore area. Matt became a Northwestern Mutual Investment Services Financial Advisor in 2012 and continued to build relationships and help his clients with their holistic planning needs.  In July of 2015, Matt completed his CFP® designation and partnered with Jason Bell’s team as an Associate Financial Representative. Matt also currently holds his Series 6, 63, 65, and 7 Securities License, as well as his Life and Health Insurance license.

Matt is a huge Baltimore sports fan and loves going to Orioles and Ravens games. He is also a passionate outdoorsman with a commitment to wildlife management and education. He is involved with wildlife preservation programs and enjoys volunteering at Marshy Point Nature Center.  Matt is happily married to Rebekah and they love spending time with their family including their two nephews and nieces. Also, they enjoy boating on the Chesapeake in the summers.

 
Victoria Beall

Victoria Beall

Associate Financial Representative
Office 410-539-0084

Victoria joined Northwestern Mutual in 2016, and joined us as an Associate Financial Representative in April 2017. A graduate of Towson University, Victoria enjoys being able to guide clients through their financial needs. Victoria's main focus is to provide the highest level of service for clients, which includes policy owner services and assisting clients through underwriting. Victoria is also available to our clients should they have any questions about their plan or need to schedule a meeting.

Victoria resides in Pasadena, Maryland and enjoys spending quality time with her husband, family & friends.

 
Gregory T Patchak

Gregory T Patchak, CFP®, RICP®

Associate Wealth Management Advisor
Office 410-539-0084

Greg Patchak joined Northwestern Mutual in 2010 and currently serves as the Director of Financial Planning Services (FPS) for the firm. Greg was born and raised in Baltimore, and after graduating from Duke University in 2001 amassed many years of industry experience before joining Northwestern Mutual. Greg has a commitment to professional education and development and currently holds his Retirement Income Certified Professional (RICP ®) planning designation in addition to many securities and Maryland insurance licenses. As the director of FPS Greg creates full scale financial plans for our clients which address risk management and recommend investment solutions and strategies. Greg currently resides in northern Carroll County, Maryland with his wife Kristen and their son James. Greg is also one of the best lacrosse players in school history at the Boys Latin School and Duke University.

 

Jason "Jay" Bell, CFP®
Wealth Management Advisor


Grandy Bell Miller

 

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