Staff

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.

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 joined Kevin’s team in 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 industry. 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.
• Coordinates marketing and events.
• Runs financial reporting in preparation for client meetings.
• Training on insurance procedures to asist Tayler and deepen services.
• Manages office and maintains our high standard of client satisfaction.

Tayler is a native of the Chesterfield area and joined Kevin's team in September 2020.  After being in the beauty industry for eight years, she was referred to Northwestern Mutual in the fall of 2016 by an old friend from college.  Starting her career as an Associate Financial Representative, she saw first-hand the advantages that come from beginning a financial plan at a young age and soon acquired the desire to help other’s achieve long-term stability in their financial and personal life.  

As part of the team, Tayler: 

• Coordinates insurance service related questions or policy issues to ensure appropriate resolution.

• Assists with customizing insurance plans to fit individual clients’ needs.Assists with customizing insurance plans to fit individual clients’ needs.

• Handles the underwriting and policy approval process for all insurance and annuity applications.
• Helps educate clients on insurance products and the benefits that can be provided from them.