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, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Jeannie E Elder

Jeannie E Elder

Associate Financial Advisor
Office 972-663-7257

Jeannie has worked within the the Northwestern Mutual - Dallas system for 22 years and has been a part of Joe's team since 2014.

Joe S. Baird

Joe S. Baird, CLU®, ChFC®

Financial Advisor


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