My Team

Bob Styrkowicz takes customer service very seriously. So does his team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

The Staff

Catherine Plate

Catherine Plate

Director of Operations
Office 630-723-5098

As Director of Operations, Cathy serves to provide servicing and planning for our client's overall financial plan. She reviews accounts, onboards new clients, handles servicing requests and reviews plans. Cathy also oversees our Team and our daily operations.


Cathy started working for Northwestern Mutual back in 2016 as an Office Manager and Set Coordinator for the Naperville office. In 2019, Cathy transitioned to Bob's team as our Director of Operations.  Cathy is Life & Health licensed as well as registered for Series 6 & 63.


Personally, Cathy was born, raised and currently lives in the city of Elmhurst. She enjoys spending time with her husband and her newest arrival, baby Amelia. She loves to spend time outside gardening as well as spending time inside in the kitchen.


Reach out to Cathy with any questions or servicing items you may have!

Alexis N Chase

Alexis N Chase

Robert R Styrkowicz

Robert R Styrkowicz, CFP®, CLU®

Wealth Management Advisor


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