Daniel K Loventhal, CFP®, CLU®, CLTC®, ChFC®

Financial Representative

My Team

As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business.

I don't do it alone. Here you will find a listing of the people who help make it happen along with their areas of responsibilities.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Emily A Milligan

Emily A Milligan

Associate Financial Representative
Office 404-846-3175

Emily Milligan started working for Northwestern Mutual in 2003. Emily serves as an Associate Financial Representative. Emily is fully licensed in insurance, annuities, and investments. She also holds her series 6 and 63 licenses.

Outside of work, Emily enjoys traveling with her husband, Chris, and their two children, Krista and Seth. Her recent travels include multiple trips to Disney World, Pigeon Forge, and visiting family in Daytona Beach.  She is active in the community, teaching preschool at Woodlake Baptist Church and coaching recreation cheerleading and board member of the Barrow County Cheer Association for 5 years.

How can Emily help?

  • Assists clients with underwriting and servicing Life, Disability, Long Term Care, Annuities and Investments.
  • Set-up and manages changes for investment brokerage, advisory, and annuity accounts.
  • Facilitates conference calls with outside carriers in regards to investment rollovers.
  • Provides customer service to policy holders
 

Jerry C Jones

Associate Financial Representative

Jerry Jones started working with Northwestern Mutual in 2016 just weeks after earning his Bachelor’s degree from Georgia Southern University. Jerry started his Northwestern career as a College Financial Representative. Jerry also worked as a Financial Representative before joining the Loventhal team in 2017 as an Associate Financial Representative.

Jerry works primarily in a paraplanning capacity. Jerry helps prepare and construct financial plans and reports. Jerry is also responsible for updating and keeping financial plans current. Jerry also assists in client onboarding and helps service Life, Disability, Long Term Care, and Annuity clients. You may also see Jerry accompanying Daniel in client meetings. Jerry is fully insurance licensed and has earned his Series 7 and 63 securities licenses.

How can Jerry help?

  • Provides financial reports and ledgers for clients
  • Assists clients in signing up for the client website
  • Assists clients with underwriting and servicing Life, Disability, Long Term Care, and Annuities
 

Kim S Jones

Associate Financial Representative
Office 804-346-5466

Kim Jones started with Northwestern Mutual in 2003 as the Client Relations Director in the Network office.  After gaining experience in several departments, she joined the Loventhal Team in 2011. In order to provide the group’s clients with the finest service possible, Kim has become fully licensed for insurance products and has earned her Series 6 and 63 securities licenses.

Kim lives in Cumming, GA with her husband Jonathan. Together they enjoy hanging out with family and going out to eat. To relax after a hard day’s work, Kim likes to go for walks, read and watch her favorite TV shows such as Scandal.

How can Kim help?

  • Assists with underwriting issues
  • Schedules medical exams
  • Ensures that the commitments made during the planning process are fulfilled
  • Provides customer service to policy holders
  • Provides general policy values and billing information
  • Processes changes to billing accounts and dividend changes
  • Facilitates premium payments
  • Expedite owner/beneficiary changes
  • Schedules appointments
 
Rita K Loventhal

Rita K Loventhal

Office 404-846-3175

Rita Loventhal has work for Northwestern Mutual as an Associate Financial Representative for 37 years.  She has extensive knowledge in licensing and team management. 

Rita is passionate about community involvement and gives her time to various local organizations. She is a lifetime member of a group called Hadassah. She has held many board positions with groups such as Bat Shalom, Ketura Chapter and Hadassah.

Rita enjoys traveling, entertaining and spending as much time with her children, grandchildren and friends as possible. Recent travels have taken her and her husband, Bill, to places like Israel, Argentina, Brazil, Spain and France.

 

Carrie I Willard

Operations Assistant
Office 404-846-3000

Carrie Willard has 15 years of experience with marketing agencies. She started her career as a graphic designer and then moved in to operational/traffic roles. She has vast experience creating and re-designing systems that improved the workflow and communication between teams in order to provide client work in a timely manner. 

Carrie joined the Loventhal team in 2014. Her position within the team is to assist with marketing needs, help streamline processes, and present ideas around efficiencies. 

Outside the office, Carrie enjoys the adventure of being a parent with her husband, James. Weekends are usually running to different activities with her son, Jonah, and daughter, McKenna. When a spare moment is to be found, she also loves to create her own mixed media/re-purposed art, read, and get in a quick trip to the gym or a short run around her neighborhood. 

 
 

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