Work and Education

Tom Gearhart started his career with Northwestern Mutual in 1977 as a Financial Representative after graduating from Taylor University with a Bachelor of Science degree in Business Administration and Systems Analysis. Tom’s service to his clients is reflected in several industry awards such as attaining the Million Dollar Round Table and National Quality Award 35 and 44 years respectively. Tom works primarily with business owners, retirees and executives with a focus on creating financial security and multigenerational family planning. During his career in the financial services and wealth management industry, he has earned the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and the Retirement Income Certified Professional (RICP®) designations.

Examples of individual clients that have worked well with Tom include the following:

• Individuals interested in creating financial security for themselves and their families
• Retirees and executives with a focus on multigenerational family planning
• Pre-Retirees needing a second opinion on income and distribution strategy
• Business owners wanting to reward their employees and key management teams
• Business owners considering their succession planning options

Personal

Tom and his wife Julie are residents of Marion, Indiana and have a daughter, who is married, and two active grandsons. They enjoy spending time boating with family and friends on Syracuse Lake and Lake Wawasee. Cooking and snow skiing are favorite activities, as well.

Tom is based out of our Marion location.

Kylee joined the firm in 2023. In her role as Administrative Assistant, she schedules client meetings, phone calls, and assists with workflow in our Marion office.

How can Kylee help you?

• Direct you to the correct contact for service questions
• Schedule client appointments
• Assist with client insurance service requests including loans and payment changes
• Manage client data for insurance applications
• Update your personal information for your client file

Kylee is based out of our Marion location. 

Kiva joined Northwestern Mutual in 2015 working for Tom Gearhart as an Associate Financial Representative and currently serves as his Client Service Manager. Kiva holds the Retirement Income Certified Professional® (RICP®) designation issued by the American College. She is also licensed in Life and Health insurance and is securities licensed with Series 6 and 63.

How can Kiva help you?

• Assist with new and existing investment account inquiries and service
• Coordinate all insurance requests and policy changes, including billing and beneficiary changes
• Update your personal information for your client file
• Schedule client appointments
• Assist with eSignature transactions
• Answer questions about the Northwestern Mutual website

Kiva is based out of our Marion location.