William Mark Wagner II

Financial Representative

My Team

Billy, along with his team and staff, are committed to providing exceptional customer service to each and every client.

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

 
Amy F Sherretz

Amy F Sherretz

Associate Financial Representative
Office 812-471-2200

Amy has extensive experience in the financial services industry having worked in the operations and accounting area for a Registered Investment Advisory firm for 17 years.   Amy joined Billy Wagner and Lucas Chamberlain’s team with Northwestern in January 2014.   Amy is licensed in health and life insurance and processes insurance and investment applications, assists with investment related service requests, scheduling, and customer service.  Working with Billy, she helps ensure that clients are getting the level of service and attention they deserve.

Amy may work directly with you to:

 

  • Set up personal appointment or teleconferences for planning

  • Maintain client accounts such as updating client information

  • Give client directions on forms for various changes that may occur

  • Correspond with clients during underwriting process

 

 

 
Alex W Spainhoward

Alex W Spainhoward

Associate Financial Advisor
Office 812-471-2200

Alex has been with Northwestern Mutual, working on Billy Wagner and Lucas Chamberlain's teams, since April 2016. He manages portfolio analysis, market research, and the creation of financial plans. Alex graduated from Western Kentucky University with a Bachelor of Science in Finance with a dual concentration in both financial planning and management. Alex is Series 7 and 66 registered, which allows him to help with investment related questions. Alex also holds the Life and Health Insurance licenses in Indiana.

In November 2017 Alex got engaged to his best friend Ashley. In his free time, he enjoys traveling new places with Ashley, spending time with family, watching sports, and going to the gym. During the fall, Alex coaches his little brother Brooks’ basketball team as well as his All-stars’ travel team.  He likes the challenge of teaching the kids the right way to play, and most importantly the feeling the players get when it all comes together. Alex grew up in the Henderson, Kentucky and Evansville, Indiana area, and he values working in his hometown.

Alex may work directly with you to:

  • Create your Financial Plan
  • Receive financial documents in preparation of client review meetings
  • Set up personal appointments or teleconferences for planning
 
 

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