James Tyler Wapelhorst, ChFC®, CLU®, CASL®, RICP®

Financial Advisor

Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my dedicated support staff. Together, we make a strong commitment to client service. If at any time you have a question, concern or need, please let us know as we are more than happy to help.

 
Andrea L Fritz

Andrea L Fritz

Office 402-379-6960

Andrea Fritz serves as an Associate Financial Representative for James T. Wapelhorst in the Norfolk office. She began her career with the Northwestern Mutual team in 2013 and is licensed in the state of Nebraska for life and health and is FINRA registered with her Series 6 and Series 63 for investments. Andrea’s role includes case preparation for client review and prospective client appointments and processing various applications.

Andrea graduated from Northwest Missouri State University in 2006 with a degree in marketing. She and her husband, Kyle, live in Norfolk, NE and have 2 dogs. She enjoys golfing, Husker football and spending time with her family and friends.

 
Tricia L Lammli

Tricia L Lammli

Office 402-379-6960

Tricia Lammli serves as an Associate Financial Representative for James T. Wapelhorst in the Norfolk office.  She is FINRA registered with her Series 6 and Series 63 for investments, as well as being licensed in the state of Nebraska for life, health and variable products.  Tricia's role includes case preparation for client review and prospective client appointments, processing investments, creating personal needs analysis and coordinates the overall efforts of James’ entire team.

Tricia is a 2003 graduate of Iowa State University with a degree in marketing.  Prior to joining Northwestern Mutual four years ago, she was a real estate agent and a retail store manager.  Tricia and her husband, Jason, live in Norfolk, NE, and have two young boys.  She enjoys spending time with her family and friends, fishing, playing volleyball, and looks forward to their Canada trips every summer.

 
Sarah Taake

Sarah Taake

Office 402-379-6960

Sarah Taake is the Director of Operations for the Norfolk office location and also serves as an Associate Financial Representative for James T. Wapelhorst. She is licensed in the state of Nebraksa for life and health. Sarah’s role includes supporting new Representatives, overseeing the day-to-day responsibilities of the office, and coordinating client and prospective client appointments.

Sarah graduated from San Diego State University in 2009 with a degree in Communication. Before joining Northwestern Mutual 2 years ago, she worked at a radio station and for the San Diego Padres. Sarah and her husband, Dustin, live in Battle Creek, NE and have 1 dog. She enjoys spending time with her family and friends, watching sports, and taking trips back home to California.

 
 

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