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.

 
Mark Edward Skubic

Mark Edward Skubic, CFP®

Office 952-806-9606

Mark Skubic grew up in Virginia, MN, and attended the University of Minnesota Twin Cities where he earned his Bachelors of Science in Engineering. He married his wife, Megan, in 2014, and they live together in Savage, MN with their dog, Maija. Megan and Mark recently welcomed their first child, Camden Skubic.

Mark joined Northwestern Mutual in 2015, after obtaining his MN Life, Accident and Health license, and Series 6 and 63 licenses. Mark then earned his CFP® designation in 2019.

Mark enjoys frequent weekends on Lake Vermilion or at his family’s hunting property in Markham, MN. During his free time, he also likes to spend his summer months playing golf, tennis, and experiencing new adventures.

Mark can be contacted for:

  • Reviewing and adjusting your holistic financial plan
  • Inquiries about your investment and insurance accounts

 

 
Courtney Defries

Courtney Defries

Associate Financial Advisor
Office 952-806-9667

Courtney Defries has been with Northwestern Mutual since 2010, and is an Associate Financial Advisor with Josh 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. She enjoys playing soccer, horseback riding, and the occasional trip to Caribou Coffee.

Courtney can be contacted for:

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

Britta Kristine Bolin

Marketing Coordinator
Office 952-806-9600

Britta joined Northwestern Mutual in 2013 and works as the Scheduling and Marketing Coordinator for Josh Oertli. She graduated from Saint Cloud State University in 2012 with a degree in Marketing. She has had various roles such as working as an Associate Financial Representative, Campus Recruiter and Talent Acquisition Specialist within the office. She left Northwestern Mutual for a year and half to pursue a position as an On-Premise Account Recruiting Manager with Aerotek and returned to the team in 2018.

 

When not in the office Britta  and her husband are very avid “lake people” in love summer time, love spending time with family and friends and going for long walk with their dog, Halen.

 

Britta can be contacted for:

 

  • Scheduling or rescheduling a meeting with Josh Oertli
  • Scheduling or rescheduling a meeting with Mark Skubic

 

 
Joshua Alan Oertli

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

Wealth Management Advisor

 

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