My Team

Jeremy has been with Northwestern Mutual since 2013 and has served as either a financial advisor or Chief Supervision Officer since 1999.  He graduated from Hannibal La-Grange University with a Bachelor of Arts degree in Business Administration.  Jeremy completed his CFP^®, ChFC^®, CLU^®, CLF^® designations from the American College and CFP^® board.

As part of the team, Jeremy:

• Meets with clients to review their plans and investments.
• Coordinates communication between Kevin, our team, and our clients.
• Researches key planning and investment strategies to bring to Kevin and our clients.
• Strives to provide the highest level of client service and satisfaction.

Colin has been working with Kevin S. Dooley since February of 2006. He has assumed responsibility for securities analysis and portfolio design for Kevin S. Dooley. Colin is a De Smet Jesuit High School and Truman State University Graduate. He holds a Bachelor of Science in Marketing with a minor in Economics. Colin has earned the designations of Chartered Life Underwriter and Chartered Financial Consultant from the American College. A native of Webster Groves and a current resident of University City. He enjoys an active and social life, and playing and listening to music.

As part of the team, Colin:

• Holds weekly investment committee meetings
• Assists in monitoring of client portfolios
• Aligns current portfolios with client objectives
• Analyzes Internal and External holdings to assess how well they fit into an individuals plan.
• Assists in account opening, transfer, and maintenance.

Joy has been with Northwestern Mutual since 2000 and has been working with Kevin since 2004. She also has 30+ years of experience in the insurance and financial planning industry, and holds Missouri insurance and securities licenses.

As part of the team, following are some of the general functions Joy handles for Kevin’s practice:

• Coordinates daily operations to ensure that Kevin’s practice runs smoothly
• Coordinates service-related questions or issues to ensure appropriate and timely resolution
• Completes and submits new insurance and brokerage account paperwork
• Expedites the underwriting and policy approval process for all insurance applications

Mary Elizabeth has been working with the Dooley team since 2017 and has obtained her Missouri insurance license and Series 7 securities license. She graduated from the University of Memphis with her bachelor’s in business administration majoring in Corporate Finance.

As part of the team, Mary Elizabeth:

• Advisory Account Opening and Service: Establish client accounts, service client distributions, contributions, rollovers, transfers and charitable gift authorizations as well as maintains regulatory information concerning account goals and contact information.
• Contacts clients on behalf of the WMA for the purpose of developing advisory plan and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support.

Jenna is new to Kevin’s team as of March 2020. She acquired her Administrative Assistant Specialized Associates Degree in 2012, from Hickey College. Since then she has gained experience in Estate Planning and is looking forward to even more growth in the financial world. If you have general questions, she is glad to answer them or connect you with a team member who can.

 As part of the team, Jenna:

• Maintains Kevin’s Calendar and Appointments.
• Assists with insurance and investment beneficiary changes.
• Marketing and Events.