Carl C Monrad II, CFP®, CLU®, ChFC®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Sheryl A Lyssy

Sheryl A Lyssy

Associate Financial Representative
Office 281-583-4336

Born and raised in San Antonio, Texas. A graduate of Texas A&M University with a Bachelor of Science in Sociology and minor in English. Sheryl has been a client since 1989 and joined the Northwestern Mutual Financial Network as a Recruiter and Office Manager in 1996. She became an Associate Wealth Management Advisor in the Fall of 2005, and is fully licensed in life, health, and long term care insurance. She is also a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS). In her spare time she is an active member of Christ the Good Shepherd Catholic Community, the ACTS Community and Choir, the 12th Man Foundation and the TAMU Association of Former Students. How can Sheryl help you?

  • Schedule appointments
  • Coordinate new business process and underwriting
  • Assist Financial Advisors with individual and business clients in the areas of wealth accumulation and wealth preservation needs
  • Process requests for NMIS investments
  • Expedite policy owner service requests
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck