Our Team

Our team is here to help you spend your life living, not worrying about your finances. Our skills and abilities shine through with our professional designations. What those credentials don't say is how we care for our clients.

 
Mark Elliott Kull

Mark Elliott Kull, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor
Office 502-562-2441

At age 19, Mark began his career with Northwestern Mutual as an intern. Finishing strong in his senior year, he ranked 2nd in the country out of 1,700 interns. After graduation from the University of Louisville College of Business in 2006, he established his full-time practice with Northwestern Mutual.

Mark is a CFP® certificate holder, along with having the CLU® , ChFC® , RICP® , and CASL® designations from the American College. A highly sought after industry speaker, Mark has spoken to over 30 Northwestner Mutual offices across the country covering a range of topics. He has also been featured in Forbes magazine, along with other industry publications.

He is married to Kristen and they have 4 children. He is passionate about reading, BBQ, wine, horse racing, and University of Louisville sports.

Kull Fam
 
Jason Sterrett

Jason Sterrett, CFA®, CFP®, CPA

Office 502-562-2471

Jason has been with Northwestern Mutual since 2015. His career began in the financial industry as an Assurance Associate. He is a Charter Financial Analyst (CFA®) Charterholder, Certified Financial Planner (CFP®) certificate holder, Certified Public Accountant (CPA), holds the Life & Health Insurance licenses in Kentucky, and is Securities Licensed.

As Director of Investments, Jason uses information gathered from our clients and generates comprehensive financial plans with road maps of recommendations and assists with all phases of implementation.

 
Lauren E Atkinson

Lauren E Atkinson

Insurance Operations Associate
Office 502-562-2400

Lauren joined Northwestern Mutual in March of 2017. A Chicago native, Lauren graduated from Eastern Illinois University. She holds Life and Health Insurance licenses in Kentucky and Indiana and is securities licensed.

Lauren is responsible for facilitating and implementing new business.

 
Kiya L Stewart

Kiya L Stewart

Director of Marketing and Communications

Kiya graduated from Indiana University with a degree in Communications and has since gained experience in marketing and client realtions.

As the newest member of our team, Kiya joined Northwestern Mutual for the purpose of making our clients feel special and to keep their every need in mind.


Professional Designations

Mark has earned the CFP®, ChFC®, CLU® and CASL® designations from The American College.

CFP®
CERTIFIED FINANCIAL PLANNER™

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the clients' best interest.

ChFC®
Chartered Financial Consultant

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients

CLU®
Chartered Life Underwriter

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Advisors such as Mark Kull, as well as field managers and others involved in providing life insurance products to the public, the CLU ® designation is the common bond for continuing growth and commitment to professionalism.

CASL®
Chartered Advisor for Senior Living

Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.

RICP®
Retirement Income Certified Professional

A professional designation for experienced financial professionals who wish to become experts in retirement income planning. A Retirement Income Certified Professional helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement in order to live within a realistic budget and not run out of money

Associations and Memberships

National Association of Insurance and Financial Advisors logo

National Association of Insurance and Financial Advisors (NAIFA)

Mark is the past President of NAIFA Louisville-Metro, the National Association of Insurance and Financial Advisors.

 

Million Dollar Round Table (MDRT) logo

Million Dollar Round Table (MDRT)

Mark Kull is a Million Dollar Round Table (MDRT) Member. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

Mark Elliott Kull, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor

 

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