Lakeshore Wealth - Northwestern Mutual

Lakeshore Wealth - Northwestern Mutual Feel confident & prepared for what is next on the horizon by partnering with Lakeshore Wealth

Wrapping up our Meet the Team series with one final introduction!As our Director of Client Experience, Brooke Coontz ser...
06/24/2026

Wrapping up our Meet the Team series with one final introduction!

As our Director of Client Experience, Brooke Coontz serves as the primary point of contact at Lakeshore Wealth, where she focuses on elevating the client journey and providing expert service for insurance needs.

With a degree in General Studies and her Louisiana Life and Health License, she brings both the technical knowledge and the interpersonal skills necessary to guide clients through their coverage with ease. Brooke is energized by the daily interactions she has with our community and loves the collaborative, close-knit bond she shares with her teammates.

When she isn’t in the office, you’ll find Brooke embracing the outdoors with her children, whether they are playing at the park or enjoying quality family time at Toledo Bend.

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-r...
06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6184BDwjSa

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6188BDGht4

Today we celebrate the fathers who inspire, support, and encourage us every step of the way. Happy Father's Day from all...
06/21/2026

Today we celebrate the fathers who inspire, support, and encourage us every step of the way. Happy Father's Day from all of us at Lakeshore Wealth!

Our Meet the Team series continues! As our Director of Investment Operations, Alyssa Ardoin manages the firm’s investmen...
06/17/2026

Our Meet the Team series continues!

As our Director of Investment Operations, Alyssa Ardoin manages the firm’s investment logistics—from opening accounts and executing trades to leading marketing initiatives that strengthen our brand presence.

A graduate of McNeese State University with a degree in Mass Communication, she leverages her background in public relations to enhance client engagement and streamline firm processes with meticulous attention to detail.

Alyssa thrives in the supportive and committed environment at Lakeshore Wealth and finds great fulfillment in working alongside a team dedicated to positive impact. Outside the office, she enjoys staying active with Pilates and cherishes quality time with her husband and daughter, making the most of every moment spent together.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6187BDGk3R

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6188B86NkQ

You may recognize a few familiar faces!👋While you’ll still see our Lakeshore Wealth team here, some of our team members ...
06/15/2026

You may recognize a few familiar faces!👋

While you’ll still see our Lakeshore Wealth team here, some of our team members will now be featured on our district office page. Give them a follow to keep up with their Meet the Team series and office updates!

Big things are happening at Northwestern Mutual - Lake Charles! 🚀

We’ve been growing, transitioning, and building something special.

We are excited to launch our Meet the Team Series! Get ready to meet our newest faces and reconnect with the team members you already know and love.

Keep an eye on our page over the next two weeks to meet the incredible people behind our firm! 👋

5 years of growth, versatility, and commitment! Thank you, Brooke Coontz, for stepping into every role with excellence a...
06/14/2026

5 years of growth, versatility, and commitment! Thank you, Brooke Coontz, for stepping into every role with excellence and helping drive our team forward. Here's to many more!

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6185B8L3O3

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127 W Broad Street Ste 600
Lake Charles, LA
70601

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