Who We Are

Our team is here to help you spend your life living, not worrying about your finances. Our skills and abilities shine through with our professional designations. What those credentials don't say is how we care for our clients.

Mark Elliott Kull

Mark Elliott Kull, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor
Office 502-562-2441

At age 19, Mark began his career with Northwestern Mutual as an intern. Finishing strong in his senior year, he ranked 2nd in the country out of 1,700 interns. After graduation from the University of Louisville College of Business in 2006, he established his full-time practice with Northwestern Mutual.

Mark is a CFP® certificate holder, along with having the CLU® , ChFC® , RICP® , and CASL® designations from the American College. A highly sought after industry speaker, Mark has spoken to over 30 Northwestner Mutual offices across the country covering a range of topics. He has also been featured in Forbes magazine, along with other industry publications.

He is married to Kristen and they have 4 children. He is passionate about reading, BBQ, wine, horse racing, and University of Louisville sports.

Kull Fam
Jason Sterrett

Jason Sterrett, CFA®, CFP®, CPA

Office 502-562-2471

Jason has been with Northwestern Mutual since 2015. His career began in the financial industry as an Assurance Associate. He is a Charter Financial Analyst (CFA®) Charterholder, Certified Financial Planner (CFP®) certificate holder, Certified Public Accountant (CPA), holds the Life & Health Insurance licenses in Kentucky, and is Securities Licensed.

As Director of Investments, Jason uses information gathered from our clients and generates comprehensive financial plans with road maps of recommendations and assists with all phases of implementation.

Lauren E Atkinson

Lauren E Atkinson

Director of Operations
Office 502-562-2400

Lauren joined Northwestern Mutual in March of 2017. A Chicago native, Lauren graduated from Eastern Illinois University. She holds Life and Health Insurance licenses in Kentucky and Indiana and is securities licensed.

Lauren is responsible for facilitating and implementing new business.


Mark Elliott Kull, CFP®, ChFC®, CLU®, CASL®, RICP®
Wealth Management Advisor

Capitalis Planning Partners


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