Office Profile

The Koch Group: The Tradition Continues.

 

Just as Northwestern Mutual is a company steeped in tradition, so is the company's First Coast Network Office, The Koch Group. Managing Partner Bill Koch's father, Gene Koch, brought Northwestern Mutual to Florida in 1957, and served much of the same geographic area his son does today from his office in St. Petersburg. The Network Office opened in Jacksonville in 1966, and Bill was named Managing Partner in 1998. No surprise, really; he's literally grown up in the business.

 

William S. Koch, CLU, ChFC
Managing Partner

 

After graduating from Indiana University in 1986 (where he was a Northwestern Mutual intern), Bill accepted a full-time Financial Representative position in the Indianapolis Network Office. In 1989, he was appointed Field Director. In 1993, Bill joined the Home Office in Milwaukee as Assistant Director of Agency Development. In this capacity, he worked as the liaison between Home Office and 103 Network Offices in the areas of productivity and management development.

 

Since coming to the First Coast in 1998, Bill has made a difference in the community and his industry. He's a member of JAIFA (Jacksonville Association of Insurance and Financial Advisors), serves as a Cornerstone Member of the Jacksonville Regional Chamber of Commerce, and was the 2004-2005 Chairman, Junior Achievement of Florida's First Coast. His volunteerism also includes mentoring an 11-year-old boy in the Riverside Claude J. Yates Branch YMCA after-school program.

 

The Koch Group: Tradition Born from Values.

 

In addition to the Jacksonville office, The Koch Group territory includes offices in Gainesville, Fernandina and Daytona Beach, and Savannah, Georgia. Bill's team is comprised of more than 45 Financial Representatives, including specialists in Northwestern Mutual Investment Services and Strategic Employee Benefit Services* of Jacksonville, responsible for more than $5 billion in insurance coverage.

 

Success like this doesn't just happen. It's grown and nurtured by The Koch Group's commitment to strong values:

• Personal Responsibility - Our lives are a result of the choices we make. We control our reactions to events and choose to be a victor, not a victim.
• Personal Growth - Growth occurs when we manage our fears. By addressing personal obstacles daily, we challenge ourselves to take risks and be accountable.
• Strong Communication - Give and receive feedback (listen!). We communicate our needs and get them met, or reach an effective compromise.
• Professionalism - High standards and a strong character are necessities, allowing us to strive to be the best in our profession. The Koch Group lives by the golden rule: Do unto others as you would have them do unto you.
• Fun - We take pleasure in what we do. At The Koch Group, we've learned not to take ourselves too seriously. We're simply excited! Our job is to help people succeed, and we're very proud of that mission.

Bill's goal for the next few years is to see The Koch Group's inforce insurance coverage double to $10 billion and investment business grows significantly. With tested, steady leadership, and a dedicated, trained team of licensed security and insurance Financial Representatives, The Koch Group will make the next 50 years on the First Coast as successful as its first.

 

*Strategic Employee Benefit Services is a nationwide group marketing program providing specialized services in the employee benefit arena exclusively through Northwestern Mutual Financial Network.

This Network Office has been active since 1966.

District Network Offices:

Northwestern Mutual Financial Network - Gainesville
352-377-7577
3620 NW 43rd St Ste A
Gainesville, FL 32606-8100
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Northwestern Mutual Financial Network - Savannah
912-354-5516
617 Stephenson Ave
Savannah, GA 31405-5970
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The Romero Financial Group
850-222-2124
2039 Centre Pointe Blvd
Tallahassee, FL 32308-4366
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The Vaughn Financial Group
850-208-0113
4300 Bayou Blvd Ste 23
Pensacola, FL 32503-2671
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