The Washington Group |
|
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
|
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.
 Leo Tucker, CLU®Managing Partner In April 2003, Leo Tucker assumed Managing Partner responsibilities for The Washington Group and is responsible for the office’s sales and service operations in the District of Columbia, Western Maryland and Northern Virginia, with offices located in McLean, Bethesda, Fairfax and Rockville. As one of Northwestern Mutual’s exciting young leaders, he brings proven management experience, personal energy and a deep commitment to service to this position. The Washington Group has over 75 full-time Financial Representatives specializing in employee benefits, investments, and business and estate analysis. Professional Accomplishments Leo joined Northwestern Mutual as a Financial Representative with the South Florida Group in 1991. He quickly distinguished himself as a very successful member of the office ’s sales force. In his personal practice, he earned numerous honors on both the company and industry levels, including qualifying for the prestigious Million Dollar Round Table (1997-2000). He also worked to earn the professional designation of Chartered Life Underwriter (CLU). In 1995, Leo entered management as a Field Director and he built a strong sales unit. Due to his outstanding performance, he was promoted to the position of Assistant Managing Partner for the South Florida Group. In this role, he was responsible for recruiting, training and new representative development, as well as the day to day running of the office. His increasing responsibilities led to his 1998 appointment as Managing Director in Naples, Florida. There, Leo developed one of the company’s top producing district network offices. In 2001, Leo was selected to join the Northwestern Mutual Home Office as an Assistant Director of Agency Development, a position designed to prepare talented candidates for Managing Partner assignments. Leo worked as a liaison between the home office and other Managing Partners around the country to assist them in the development of their Network Offices. Leo’s Home Office experience and his success in sales, recruiting and agency management makes him an ideal choice to lead the Washington, D.C., Network Office. Leo is involved in various local organizations, including being a board member of the Wolf Trap Foundation and a member of Loudoun County Chamber of Commerce, Fairfax Chamber of Commerce and Montgomery County Chamber of Commerce. Personal Accomplishments Leo and his wife, Marilyn, have two children named Colby and Sloane. In his off-hours, he is an active volunteer in the community. In 2011, Leo joined the board of the Tiger Woods Foundation.  Tony StanleyChief Development Officer 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 developed a strong producing district network office for under five year production. Most recently, Tony took on the role of Chief Development Officer for The Washington Group and it's district offices.
Tony and his wife Holly reside in Loudoun County with their son, Greysen and daughter Rylyn.
 Scott Marschall, CLU®, CPAManaging Director Scott Marschall is currently a Financial Representative and Managing Director for the Fairfax Financial Group. Within his role, he is responsible for the vertical and horizontal growth of the organization. While continuing to build his own personal practice, Scott spends a good portion of his time also selecting, coaching and mentoring new financial representatives on how to jump-start their own careers. Scott was born in raised in Fond duLac, Wisconsin and graduated from the University of Wisconsin - Milwaukee in 1999 with a degree in Accounting. The first three years after graduation, Scott worked as an audit senior for PricewaterhouseCoopers. His clients included multiple banks, investment firms and insurance companies, including Northwestern Mutual. In 2002, Scott joined the Northwestern Mutual headquarters and worked in multiple roles within the agency department over the course of six years. In October of 2007, Scott moved to Virginia and joined the Washington Group as in-house Managing Director for the Mclean Office. In early 2010, he moved to the Fairfax office where he remains focused on the growth of that organization and his own personal practice. He currently resides in Sterling, Virginia with his wife, Christy, and two wonderful daughters, Kylie and Cassidy.  Edward J Shanahan, MBAManaging Director Ted has been in the financial services industry for 23 years; 18 of which have been with Northwestern Mutual. Ted helps individuals, families, and businesses with a variety of financial objectives ranging from Risk Management, Wealth Accumulation, Education Funding, Retirement Solutions, and Long Term Care and Disability Income Insurance. Prior to joining Northwestern Mutual, Ted worked at Merrill Lynch. He holds a B.A. in Economics from the University of Richmond and a Masters of Business Administration from Chaminade University, which he received after serving four years in the U.S. Army. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) as well as a member of the Million Dollar Round Table.  Kurt Rupprecht, CFP®, CLU®, CLTCManaging Director Kurt Rupprecht is the Managing Director of The DC Financial Group. In this role, 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. Liz FoxChief Operating Officer
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. with her husband Bill.
 Lisa MenckhoffDirector of Network Office Supervision Lisa 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 Mutual 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 her 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.
Matthew McDowellChief Financial Officer Matthew McDowell began his career with Northwestern Mutual in 2005 as the Investment Operations Manager with the Brase Financial Group in Kansas City, MO. Within his first year, Matt became the DNOS for the office. Soon after assuming supervisory responsibilities Matt took over the financial operations and began coaching new representatives. After a brief stint in corporate finance outside of NM, Matthew joined the Northwestern Mutual's corporate office in Milwaukee to consult with the field in 2008. He has consulted with Managing Partners all over the country regarding early productivity, operations and financial management. Matt joined The Washington Group in October of 2011. Matt currently holds his series 7, 9 and 10 along with the CLU designation. He will have completed coursework by the end of this year to earn his MBA from Marquette University. He resides in Alexandria, VA with his wife Laura.
Ashley GroverDirector of Training and Development
Ashley Shafii joined The Washington Group as Director of Training and Development in July 2008. In this role Ashley has developed an effective training program where she leads the engagement, training, development, and education of all under 5 year financial representatives. She works with the Managing Directors from each district office to ensure consistency of training and development best practices throughout the districts.
Previously, Ashley was a Sales Management and Marketing Coordinator for Factory2Customer. Ashley received a Bachelor of Science degree from the University of Florida and a Bachelor of Arts degree from the University of South Florida. Ashley currently lives in Alexandria, VA with her husband, Stephen and daughter Olivia.
 Elizabeth WolfExecutive Assistant Liz Wolf has worked with Northwestern Mutual since 2000. She started as an office manager as well as a Client Relation coordinator in The Hoopis Agency in Chicago. Liz joined The Washington Group in 2004 and serves as an executive assistant for our Managing Partner, Leo Tucker. In this role, she assists in the daily operations and events of the network office.
Liz received a BA from Villanova University in 1999.  Heather ZepedaDirector of Recruitment and Selection Heather is the Director of Recruitment and Selection for the DC office of The Washington Group of Northwestern Mutual Financial Network. She introduces individuals to career that affords all of the rewards and opportunities of self-employment: flexibility, having a positive impact on people's lives, and virtually unlimited earning potential. Heather began her career as an antitrust attorney with a prominent international law firm based in Washington, DC. Her practice focused on the defense of corporate clients in connection with domestic and international mergers and acquisitions.
Heather received her Juris Doctor from the University of North Carolina at Chapel Hill and her BA from High Point University. She resides in Arlington, VA with her husband, Kurt and daughter, Skye. |
Liz Fox, currently Chief Operating Officer for The Washington Group of Northwestern Mutual is an experienced professional. She is responsible for the agency’s overall operations and partnering with the agency’s leadership on strategic growth efforts. Previously as CMO for the agency, Fox was responsible for the agency's marketing, branding, and communications plan as well as coaching the financial representatives on their individual business plans. Liz is a consultant for the directors of operations found in the agency’s district offices including The Potomac Group, the Loudoun Financial Group, the D.C. Financial Group, The Fairfax Group and The Reston Group.