The Washington Group |
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Contact Us6849 Old Dominion Dr Office: 703-848-9300 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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Management TeamThe Washington Group Management Team is comprised of the director of operations, finance, training, selection, and marketing. This team provides 360 degree support to both Leo Tucker as well as the agency's Managing Directors of the district offices. The Washington Group Management Team works closely together on a daily basis to ensure that each representative that embarks on a career with us receives the attention and development that he or she needs.
 Daniel L. CarlsonManaging Director As Managing Director of the The Potomac Group, Dan Carlson is responsible for the strategic growth of the district’s recruiting, development, and marketing efforts.
Dan joined the Northwestern Mutual Financial Network in 2003 as an associate fianancial representative in Syracuse, New York. His desire to grow a financial services practice in a larger, more dynamic marketplace led him to join Leo Tucker and the Washington Group in 2005. Within his first year, Dan qualified for Pacesetter, the company’s coveted first year benchmark award, and entered leadership as a College Unit Director.
Dan graduated from Davidson College with a BA in History. As a former Captain of the golf squad during his senior year at Davidson, Dan can still be found playing golf during most of his free time. He resides in Rockville, MD.
Liz CuddyChief Marketing Officer
Liz Cuddy, currently Chief Marketing Officer for The Washington Group of Northwestern Mutual is an experienced marketing professional. She is responsible for the agency’s overall communications strategy and brand management, coaching the financial representatives on their individual business plans, and partnering with the agency’s leadership on strategic growth efforts. Liz is a consultant for the directors of marketing found in the agency’s district offices including The Potomac Group, the Loudoun Financial Group, the D.C. Financial Group, and The Fairfax Group.
Prior to joining The Washington Group, Liz directed the marketing communications for McKinley Marketing Partners, a boutique marketing staffing firm. During her tenure, she was responsible for driving the business development professionals towards better market penetration as well as developing the communications plans for all markets including Washington D.C., Dallas, TX, New York, NY, and National. Additionally, Liz managed the three year development of a proprietary recruiting and customer relationship management software product.
Liz began her career as a tradeshow and event planner for clients such as Lockheed Martin, CoverGirl, and Warner Brothers.
She holds a BA from the College of the Holy Cross and resides in Washington, D.C.  Scott Marschall, CLU®, CPAManaging Director Lisa MenckhoffChief Operating Officer Lisa Michelle Menckhoff of the Northwestern Mutual Financial Network, has been both an accomplished attorney as well as a successful businesswoman. As COO and Director of Network Office Supervision for The Washington Group of the Northwestern Mutual Financial Network, Lisa is responsible for developing and administering procedures and supervision to ensure that the Northwestern financial representatives activities comply with applicable insurance and securities laws and regulations. Additionally, Lisa evaluates cases of possible non-compliance and recommends and implements corrective action if necessary. Lisa’s colleagues hold both and her work in high esteem.
Prior to her work with The Washington Group, Lisa held a Business Advisor role with The Enrichment Centers, Inc., in Bethesda, MD. There, Lisa was responsible for drafting and managing contracts and correspondence for the operations of the Firm.
Previously, as an Associate with Altheimer & Gray in Chicago, Lisa was responsible for $14 million in refinancing comprising loans and equity. She also assisted on a $60 million private equity deal. Her pro bono work includes assisting a client, who was opening a school and orphanage in Afghanistan, with corporate formalities and obtaining a tax exempt and 401(c)(3) status.
Lisa began her career in law and financial services as a Summer Intern with Murillo & Asociados in Bolivia and Kevin Michael Reilly in Washington D.C.
Lisa received her Juris Doctor from Georgetown University Law Center, and her BS from the University of Oregon. She resides in Bethesda, MD. Mai NguyenFinancial Officer Erin RicheyDirector of Campus Selection  Kurt Rupprecht, CFP®, CLU®, CLTCManaging Director Kurt Rupprecht, Managing Director of the Northwestern Mutual: The DC Financial Group As Managing Director of the DC Financial Group, Kurt is responsible for the development of new financial representatives in The Washington Group's newest district office. Kurt joined Northwestern Mutual in 2004 and quickly rose through the ranks of leadership to Managing Director in 2008. In his personal practice, Kurt focuses on working with a variety of individual professionals and business owners in the DC metro area, helping them efficiently structure their investment and insurance programs to compliment their near and long term objectives. Kurt’s credentials include the CFP®, CLU®, and CLTC certifications.
Born in San Jose, Costa Rica into a Foreign Service family, Kurt spent the majority of his life through adolescence residing in Central and South America. Upon completion of high school in Guatemala City, he attended the University of Virginia graduating with a major in Economics and a minor in Foreign Affairs. Kurt currently lives in Old town Alexandria with his wife, Cameron, where they enjoy taking advantage of the culinary and historic attractions. Ashley ShafiiDirector of Development  Tanya SmithDirector of Selection  Tony StanleyManaging Director After graduating from West Chester University with a degree in Finance, Tony worked for a number of years at SEI Investments in Wayne, Pennsylvania. He relocated to the Washington, DC Metropolitan area to pursue a career that directly impacts individuals’ lives through financial security. Tony joined Northwestern Mutual as a Financial Representative with The Washington Group in 2002. He quickly became a leader and mentor among the agency’s sales force. In 2004, Tony began his path in leadership as a Field Director for The Washington Group. In this role, he was responsible for recruiting, training, new FR development, as well as the day to day agency operations. As a result of his successful performance, he was given the opportunity to open a scratch office in Leesburg, Virginia. As Managing Director for The Loudoun Financial Group (LFG), Tony has developed a strong producing district network office for under five year production.
Tony’s wife, Holly, joined LFG as Director of Growth & Development in 2008. They currently reside in Loudoun County with their son, Greysen (20 months) Elizabeth WolfExecutive Assistant |
