Our Team

We strive to make our clients lives better by build financial plans that give people confidence in us and, most importantly, their future.

Steve Yerkes

Steve Yerkes, CFP®, MSFS, CAP®, AEP®, RICP®

Associate Wealth Management Advisor
Office 319-235-3366
Steve Yerkes is an Associate Wealth Management Advisor on Mark Funk’s team.  Steve started with Northwestern in 2008 in Bakersfield, CA and moved back to Iowa in 2011.  Steve took over servicing responsibilities for a retiring agent’s clientele in 2012 and started working on Mark Funk's team in 2016.  Steve specializes in retirement planning and investment strategies for their clients.  Steve is also a full time faculty instructor at the University of Northern Iowa  (UNI: Steve Yerkeswhere he teaches in the finance department for the College of Business.  As of summer 2022, Steve now works remotely as his family moved to Oklahoma - Steve remains active in his capacity and sees clients both virtually and in person when he travels back to Iowa.
Steve is married to Jen and they live in Edmond, OK. They have four children: Amelia (2008), Nathan (2009), Karina (2014) and Mariah (2017).  Jen is a former math teacher and stays home with their kids.  Steve & Jen are very active through their local church.  They both graduated as psychology majors from Azusa Pacific University – a non-denominational Christian school in California. 
Steve earned a Masters Degree if Financial Planning through the American college and holds multiple (nine!) industry designations  – most notably the CERTIFIED FINANCIAL PLANNERTM Professional certification, Accredited Estate Planner (AEP®), and Chartered Advisor of Philanthropy (CAP®) designations. 


Certified Financial Planner Board of Standards Inc. owns the certification marks, CERTIFIED FINANCIAL PLANNER™ Professional in the U.S., which it awards to individuals who successfully complete Board's initial and ongoing certification requirements.

KayDee M Anglum

KayDee M Anglum

Operations Manager
Office 319-233-8441
Kaydee started working at Northwestern Mutual in June of 2013 after graduating from the University of Northern Iowa with a BA in Public Relations. For the Funk Team she takes excellent care of our clients and helps clients with service related issues, facilities the insurance underwriting process, and manages some of the day-to-day office duties.
Kaydee was born and raised in Waterloo, and grew up just down the street from the office. Currently, she lives in Cedar Falls with her husband, Kyle, and two children, Adison and Benjamin. Outside of Northwestern, Kaydee stays busy with her photography business Shutter Bug Photography. 


Mark J Funk

Mark J Funk, CLU®, ChFC®

Wealth Management Advisor


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