R David Fritz Jr, CLU®

Financial Representative

My Team

As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Click here to view our local network of specialists.

 
Lisa A Oddis

Lisa A Oddis

Associate Financial Representative
Office 414-431-9684

Lisa specializes in the implementation of all BOLI cases. Lisa holds her state insurance license and her Series 6 and 63 securities licenses. She specializes in case design and oversees the process of communication with clients and insurance carriers to initiate and complete insurance underwriting and policy placement.

Lisa is involved with developmental and educational programs and has been a guest speaker for various seminars at Northwestern Mutual. She is Past President of the Greater Milwaukee Medical Assistants. She lives with her husband and pets and enjoys numerous outdoor activities, travel and time spent with family and friends. 

 
Antonio M Piraino

Antonio M Piraino

Associate Financial Advisor
Office 414-755-8261

Antonio is responsible for assisting David by providing planning analysis to executives and business owners, specifically in the areas of retirement and estate planning. He is also well versed in running life, disability, annuity, and long term care insurance illustrations. Antonio brings with him knowledge of the corporate and bank markets.

Antonio holds the Wisconsin Life as well as the Wisconsin Accident and Health licenses.  He also holds the Series 6 and 63 securities licenses.  He obtained the following designations from the Life Office Management Association, Inc.:  Fellow, Life Management Institute (FLMI); Associate, Insurance Regulatory Compliance (AIRC); Asociate, Customer Service (ACS); Associate, Insurance Agency Administration (AIAA); Associate, Financial Services Institute (AFSI); and Associate, Reinsurance Administration (ARA).

Antonio earned his bachelor’s degree in Communications from Marquette University and earned his Certificate of Project Management from the University of Wisconsin- Milwaukee.

 
Ed J Ruiz

Ed J Ruiz

Associate Financial Representative
Office 414-431-3999

Ed provides executive benefits plan and policy design consultation on nonqualified plan cases for the bank, corporate, and insurance company markets.  Ed holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.  Ed previously worked in the Advance Markets division of Northwestern Mutual as a sales consultant.

Ed graduated from Oakland University in Rochester, Michigan with a BSE in Computer Engineering.  Ed is married to Cindy and has four adult children and one grandson.

 
Elizabeth Rose Wendorf

Elizabeth Rose Wendorf

Associate Financial Representative
Office 414-431-3999

Liz’s responsibilities include providing administrative and marketing support to R. David Fritz, Jr. CLU. She also handles the firm wide marketing including design of firm materials, event coordination, strategic planning, scheduling and website maintenance. She earned her bachelor’s degree in Marketing with an Emphasis in Direct and Internet Marketing from the University of Wisconsin-Whitewater.

Liz lives in Grafton, WI with her husband, daughter and goldendoodle. She enjoys being active, spending time with friends and family and exploring new places.

 
Shannon Quinlevan Krause

Shannon Quinlevan Krause

Associate Financial Representative
Office 414-431-3999

Shannon is responsible for the post-sale servicing and administration of Executive Benefits Network’s Bank Owned Life Insurance (BOLI) clientele.  Shannon holds her state insurance licenses and is Series 6 and 63 registered.

Shannon received her Bachelor’s degree in Accounting and Finance from the University of Wisconsin- Milwaukee. She lives in Menomonee Falls, WI with her husband and values spending time with family and friends. Shannon also loves animals and enjoys relaxing with her pets.

 
Sunaina Talwar

Sunaina Talwar

Associate Financial Representative
Office 414-431-3999

Sunaina’s primary responsibility is the management of all Executive Benefit Plans including: plan implementation, annual re-enrollments, plan analysis, plan redesign and policy maintenance and service. She also handles client servicing of individuals. Sunaina graduated from the University of Wisconsin-Milwaukee with a bachelor’s degree in Finance and Marketing. She offers thirteen years of client servicing/relationship building experience.

Sunaina resides in Oak Creek, Wisconsin and enjoys strength training, living a healthy lifestyle, spending time with her family and friends, and camping and traveling with her boyfriend. Her passion for fitness and health continue into blog posts and motivating through social media. She also enjoys cheering on the Badgers during football season and the March Madness Tournament. Having roots in Wisconsin she is a loyal Packers and Brewers fan as well.

 
 

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