My Team

My team and I are committed to providing an exceptional experience to all of our clients.  If you need to schedule an appointment or request any other service, please let us know. We are here to help and will respond promptly.
team photo

Walter R Leja

Walter R Leja

Director of Investment Operations & Retirement Income
Office 847-795-1763

Walt has been working with Laurie since 2000 and has over 18 years experience.  They are a unique wife & husband team that combine their skillsets and insight to make sure clients are on track and taking advantage of everything that is available to them.  They work collaboratively to review investments & creative ways to maximize client returns to and through retirement.

As Director of Investment Operations & Retirement Income, Walt builds relationships and develops personalized financial plans.  He also works to provide investment product solutions consistent with the client's long term goals.  In addition, he works hand in hand to assist clients with the transfer of their investments.

His knowledge, expertise and attention to detail help to provide a well-rounded experience for everyone.

Walt is an avid golfer, runner and raquetball player.  He enjoys spending quality time with his family & friends.


Kathryn G DieterKathryn G Dieter

Financial Planning Associate
Fax 847-663-7000

Katie Dieter has been with Northwestern Mutual since 2007 and serves as my Financial Planning Associate. In this role, Katie helps me deliver financial security to my clients by developing personalized financial plans based on my client’s specific goals. Katie also consults with me to provide investment product solutions as part of our long-term strategy which is consistent with the goals outlined in the plan.  She holds the Series 7, 63, 66, 9 & 10 and is fully licensed in life, health and disability insurance. Katie has a degree in Sociology and a minor in Mathematics.


Michelle Elaine GenzlingerMichelle Elaine Genzlinger

Marketing and Scheduling Assistant
 

Michelle joined Laurie's team in February. 

As Marketing & Scheduling Assistant, Michelle's primarily responsible for coordinating Laurie & Walt's calendars.  She also oversees brand marketing including business development and event planning (both educational & fun). 

Michelle resides in the northwest suburbs with her husband Tom.  They have a daughter, Emmie and a dog Piper.  Outside of work, her daughter keeps her busy.  A native Rhode Islander, she always enjoys being near the water or on a boat, as well as skiing, reading and spending time with friends & family.  She is a breast cancer survivor (of 5 years and counting) and is very active in supporting others.


Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients' unique investment management needs. Jones Financial has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Jones Financial has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Jones Financial has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 

Laurie A. Leja, CLTC®
Financial Representative


Physicians Nationwide

 

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