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Our highly credentialed team has a long history of working together, continually refining our approach to deliver a robust range of investment solutions designed to meet your unique needs.

Our Team

Wealth Management Advisors

Christopher Welton

Wealth Management Advisor

Jeffrey M Jorgensen

Associate Wealth Management Advisor

Chris Higham

Associate Financial Advisor

Beniam Paul Osterloh B.A.

Associate Financial Representative

Financial Planning and Client Support Team

We work closely with your other advisors to craft a financial plan that provides a complete portrait of where you are today and strategies to get where you want to go. Because our team is committed to ongoing professional development, you have access to some of the latest and most advanced thinking and solutions in the industry.

Stephanie Chen CDFA®

Director of Business Development and Marketing

Brittany L Shultz PHR

Office Manager

Jennifer Castillejo

Vitor Marques Van Der Put

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Ed McGill CFP®, CPWA®, ChFC®, AEP®, RICP®

Private Wealth Advisor

    Thomas J. Canale CFP®, ChSNC®, ChFC®, CLU®

    Managing Director

      Herb Foedisch CFP®, CLU®

      Financial Representative

        Jeffrey P. Peterson CLU®, ChFC®

        Financial Representative

          High angle shot of a group of creative employees having a breakfast meeting outside

          Opening up your investment universe.

          Clavius is rooted in transparency. We act as fiduciaries when providing investment advisory solutions through NMWMC, so there is no conflict of interest or cookie cutter portfolios. Our fee-based structure* means you get what you pay for. Working with our full network of tax, estate, insurance, legal and lending professionals, we help you develop your ideal roadmap to achieve your financial and lifestyle goals.

          Chris Welton and Jeffrey Jorgensen of Clavius Wealth Management and Insurance Services offers fee-based planning.

          Three colleagues sit outside on a sunny day and enjoy a takeaway lunch and some hot drinks. They are comfortable with each other, having a light hearted discussion.

          Clavius brings you the best of both worlds.

          We are an independent firm with a deeply entrepreneurial approach. AND we offer the strength, resources, and security through an affiliation with Northwestern Mutual, one of the nation’s largest and most respected brokerage firms. Leveraging our full size and strength, we gain access to opportunities not available at other firms.