Staff

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients. If you have a problem or need assistance at any time, please let us know.

 
Charles R. Ehrenfried

Charles R. Ehrenfried

Associate Wealth Management Advisor
Office 513-337-5554

Charlie brings his passion of working with others to financial planning and his attention to detail makes sure that every client issue is addressed, big or small.

Charlie graduated from Miami University in 2003 with a Bachelor of Science degree in business.  Since 2003, Charlie has worked in the financial services industry, joining Northwestern Mutual in 2006.  He holds a Series 6, 7, 63, and 66 license, Life and Health insurance license, along with the RICP®, CASL®, CLU®, and ChFC designations.

When not at work, Charlie can be found training for triathlons, marathons, and ultramarathons, among other outdoor adventure sports.  He also serves on the board for the Hyde Park Blast and is always helping the community.  Charlie resides in Oakley and attends St. Mary Church in Hyde Park and Crossroads Church in Oakley.

 
Lisa M Woods

Lisa M Woods

Marketing Manager
Office 513-366-3621

Lisa has worked for Northwestern Mutual in 3 different cities over the course of the past 16 years.  She is an Associate Financial Representative, working directly with me since Dec 2015 after moving back to the area.  She organizes my schedule, helps plan client events and is responsible for marketing and policy owner services.

Lisa resides in Amelia OH with her husband, Dirk.  Her interests include travel, cooking, music and hiking. 

 
Susan L Newman

Susan L Newman

Operations Manager
Office 513-366-3683

Susan has been with Northwestern Mutual since 1991, focused on network office operations, technology and career development.  She is an Associate Financial Representative and Registered Representative of Northwestern Mutual Investment Services, LLC, as well as a former member of the Field Staff Advisory Team and the Field Systems and Technology committee.  Her knowledge of our business and our company is utilized to ensure that all my clients receive the best service and assistance with their goals and plans.

Susan resides in Fort Thomas, KY with her husband Bob and has three grown daughters.  Her interests include collecting antiques, cooking, music and calligraphy.

 

Timothy C Miller, CLU®, ChFC®, CASL®

Financial Advisor

 

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