My Team

Joshua Oertli and his team are committed to helping you maintain financial security throughout all stages of life. Whether you are concerned for your own financial needs or those of your family or business, Josh and his team work directly with you to create the best financial plan for your unique situation. Together, we stand committed to providing you with the best customer service possible and are ready to assist you with any financial questions or needs you may have.

Courtney Defries

Courtney Defries

Associate Financial Representative
Office 952-806-9667

Courtney Defries has been with Northwestern Mutual since 2010. Courtney is an Associate Financial Representative with Joshua Oertli.

Courtney graduated from the University of St. Thomas in 2009, receiving her degree in English, Communications, and Journalism. She joined the team in March of 2010 after obtaining her Life, Accident & Health insurance license and followed that with her Series 6 & Series 63 licenses. Outside of the office, Courtney spends time with her husband, her son and daughter, and her dogs and enjoys playing soccer, horseback riding, and the occasional trip to Caribou Coffee.

Courtney can be contacted for:

  • Reviewing and adjusting your holistic financial plan
  • Coordinating meetings with Josh
  • Inquiries about your investment and insurance accounts

Nichole J Davis

Associate Financial Representative
Office 952-806-9626

Nichole joined Northwestern Mutual in February of 2016. She is an Associate Financial Representative with Joshua Oertli.

Nichole graduated from North Dakota State University with a Bachelor's Degree in Interior Design in 2006. After working in that field, she married her friend of 23 years and became a Navy Wife. Following him around the world, she did interior design part time, managed three restaurants, and had two beautiful daughters. Nichole earned her insurance license and Series 6 & 63 licenses as she transitioned into financial services. When not working, she spends most of her time taking care of her family and redecorating their home.

Nichole can be contacted for:

  • Providing information regarding your insurance applications, policies, and investment accounts
  • Scheduling medical exams
  • Coordinating meetings with Josh

Joshua Alan Oertli, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor


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