Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Kristin Adelson Bartlow

Kristin Adelson Bartlow, CFP®, CLU®, RICP®, CLTC, ChFC®

Life Insurance Specialist
kristin.bartlow@nm.com

My Networks: LinkedIn Facebook

Kristin joined Northwestern Mutual in 2009 during a time when people needed more help than ever with their financial security planning. She left her prior, successful career in property and casualty insurance to pursue the entrepreneurial and relationship-oriented work of financial planning and working with clients through various phases of their lives.

Ms. Bartlow is one of the firm's top advisors, serving over 200 families and business owners across the country. She is a national and regional speaker at Northwestern Mutual forums about successful financial planning.  She attributes her growth to continual learning, effectively communicating with clients and recommending the right strategies at the appropriate time.

She recently founded a non-profit charitable organization called "100+ Women Who Care Contra Costa County".  Their mission is for 100+ women to contribute $100 four times a year to local charities.  Kristin is inspired by the vision of women pulling their resources to make a larger difference in her community. Kristin is also involved in the "Lafayette Junior League" where she gives her time to local events and community fundraising efforts.

Kristin lives in Lafayette, CA with her husband Andrew and daughters Samantha born in 2013, and Robin born 2015. Her family is her pride and joy.

Business partner, Susan Slone, says “When not working, volunteering and being a devoted Mom, Kristin enjoys cooking, entertaining, hiking and leading her professional team to new opportunities.”

 
 William Richardson III

William Richardson III, CLU®, CFP®

Annuity Specialist
will.m.richardson@nm.com

My Networks: LinkedIn

Will Richardson graduated Magna Cum Laude from University of Mississippi in 2000 with a B.B.A. in Marketing and immediately embarked on a career in financial services.

After working as a stock broker for Morgan Stanley Dean Witter, Will joined Northwestern Mutual in 2002, servicing investment operations for the Tallahassee, Florida office. In 2005, Will moved to the Bay Area and held the role of Director of Network Office Supervision for the San Francisco Office until 2008, when he decided to leverage his education and experience to establish a practice as a Wealth Management Advisor.

As a Wealth Management Advisor, Will focuses on helping sophisticated, busy, successful, people save money efficiently, protect the things and people they care about most, and minimize the impact of taxes over time. He specializes in estate, business, retirement, and family insurance planning. Will is a member of the National Association of Insurance and Financial Advisors (NAIFA) and Million Dollar Roundtable (MDRT) (2011-2014), and a recipient of the NAIFA Quality Award (2012). In 2010, he completed his Chartered Life Underwriter (CLU®) designation and, in 2012, Will satisfied the requirements to receive his CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.

Will is married to Dena and lives in San Rafael. Their first child, Liam, was born in March 2011. Their second child, Ben, was born in November 2013.

Will is an outdoor enthusiast who loves long distance running and hiking as well as spending time with family and reading nonfiction history and finance books.

 
 Alex M. Rosenblatt

Alex M. Rosenblatt, CLTC

Long Term Care Specialist
alex.rosenblatt@nm.com

My Networks: LinkedIn Facebook Twitter

Alex currently serves as a Wealth Management Advisor at the San Francisco office of Northwestern Mutual. Alex is a member of the Northwestern Mutual Forum, a group of the firm’s most elite and respected advisors nationally and is also Court of the Table Qualifier of the Million Dollar Round Table, placing him in the top 1% of the world’s financial advisors. Alex is most proud of being in the Top 100 advisors in Northwestern Mutual around the country for comprehensive planning. Alex has been a featured speaker at industry conferences and is regularly asked to speak at Northwestern Mutual offices around the country and in turn has inspired countless individuals. He has been published in Advisor Today, the most widely circulated periodical for the financial planning and advising industry. 

Alex’s passion is helping others. A trusted friend and advisor to many leaders, Alex and his team work with high caliber, caring professionals. In this context, he advises a wide range of clients including: executives, business owners, and other professionals. The team specializes in offering guidance for those working in the fields of law, venture capital and private equity, investment banking, tax, and healthcare.

Alex's team provides coordinated skills and combined efforts to deliver comprehensive financial security planning and investment management alongside unparalleled access and real-time service. Alex aligns every aspect of planning, advice, and management with each client’s goals. The team’s refreshing approach helps clients plan to efficiently accumulate, protect income, and grow assets while minimizing the impact of taxes over time.

 

Alex is active in the community.  He currently serves on the board of the Zuckerberg San Francisco General Hospital & Trauma Center Foundation.  In 2015, he was elected by ballot to be a Director of the Southern Marin Fire Department.

 

Alex is married to Kelly Jane.  They met at the University of San Francisco where they recently endowed a scholarship for students who are the first in their family to attend college.   They have been married 12 years and have two daughters, Mathilda and Lucie.

 
 Johnny C Huang

Johnny C Huang, CFP®, CLU®

Disability Income Specialist
johnny.huang@nm.com

My Networks: LinkedIn Facebook Twitter

As a summa cum laude graduate of mechanical engineering from the University of Tennessee, Johnny worked for over 10 years in high-tech at various companies in the Bay Area and even founded a successful engineering consulting company. Realizing his passion was not in engineering but in meeting new people and helping them, Johnny joined Northwestern Mutual in 2007. With his previous experience as a business owner, Johnny has a unique understanding of the difficulties of running a successful business. For this reason, he has focused on helping business owners solve their business problems as it relates to insurance or investments. Johnny has been the Disability Insurance Specialist for the San Francisco Bay Area Group since 2009 and qualified for the prestigious Million Dollar Roundtable in 2013.  

 
 Herb Foedisch

Herb Foedisch, CFP®, CLU®

Estate & Business Planning Specialist
h.foedisch@nm.com

My Networks: LinkedIn

Herb Foedisch is the Estate & Business Planning Specialist for the San Francisco Bay Area Group. He has been part of the financial services industry since 1987. He is a graduate of Santa Clara University with a Bachelor of Science degree in Economics. His mission is to help clients attain financial security for their families and businesses and providing expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives.

Herb Foedisch has lived in the San Francisco Bay Area for over 45 years and enjoys spending time with his wife Joan and three daughters Alix, Karyn and Kacey. He also enjoys sailing, cycling, coaching, woodworking and reading. 

 

John H Cross

Employee Benefit Specialist
j.h.cross@nm.com

John has over 20 years of experience in the group insurance industry. Born and raised in the Bay Area and graduating from the University of California at Santa Barbara, John began his insurance career as a Financial Representative with the Northwestern Mutual. After working with Rogers Benefit Group of Minneapolis MN and then the M.A. Hays Company as a Hartford Business Insurance Specialist, John returned to the Northwestern Mutual to oversee the San Francisco Bay Area Group office as Employee Benefit Specialist. 

Working in affiliation with Strategic Employee Benefit Services (SEBS), John is responsible for all phases of the Bay Area operations of SFBAG Employee Benefit Insurance Services, Inc., an industry leading Benefits Brokerage consistently named among the top producing Benefit Brokerages in California. 
John’s experience in working with leading industry carriers allows our clients to draw upon a broad range of knowledge, experience and expertise. Locally, SEBS represents hundreds of employers of various sizes and industries. Nationally, SEBS represents over 22,000 Employers and manages over $3.7 Billion in Benefit Premium.

John lives in Marin County with his wife and three children. He is a member of several community clubs and serves as a volunteer in various non-profit organizations in his free time.

 
 Alan Goldenberg

Alan Goldenberg, CLU®, ChFC®, CASL®

Financial Representative
alan.goldenberg@nm.com

My wife, Barbara and I are about to celebrate our 50th anniversary.  We have two sons and six grandchildren.  They all live in the bay area, so we get to spend a lot of time with family.  We met at Cornell, where I got a degree in Civil Engineering.  I spent my first 15 years out of school selling mining and construction equipment.  When the prime interest rate went over 20%, it was time to find another career, and that is when I joined NML.  I have been with the company for 32 years.  My practice is equally divided between insurance and securities and also between small businesses and family protection.  I act as an advisor to about three dozen small companies and work with their employees as an advisor for the company’s retirement plan. 

Outside activities include being a high school football official.  This has been a hobby for 49 years.  And being involved with the Big Brothers program.  I have served on their board of directors a couple of different times.  And have had seven little brothers over the last 45 years.  And over the years I have done a lot of back packing, but am now finding it more suitable to do my travels a little more luxuriously, and try to take a couple a journeys a year with Overseas Adventure Travel.

 
 Amy Corbett

Amy Corbett, CLU®, CASL®

Financial Representative
amy.corbett@nm.com

My Networks: LinkedIn

 
 Amy E. Nielsen

Amy E. Nielsen

Financial Representative
amy.nielsen@nm.com

My Networks: LinkedIn

 
 Andrea Raymond

Andrea Raymond

Financial Representative
andrea.raymond@nm.com

My Networks: LinkedIn

Andrea Raymond was born and raised in Palo Alto, CA, and has remained on the gorgeous Peninsula ever since. She graduated from Santa Clara University, and received her Bachelor's degree in Economics through the Leavey School of Business. Her previous experience as an account executive in the apparel and fashion industry built her love of working with others on their specific goals.
She looks forward to meeting new people, listening to their dreams, and creating a plan that is as unique as they are.
Andrea is a closeted foodie, and loves to try new restaurants, but you won't see her post on social media about them. She also enjoys reading, traveling and learning about different cultures, and spending time with loved ones.

 
 Austin Nichols

Austin Nichols


austin.m.nichols@nm.com

My Networks: LinkedIn

Austin assists people with developing strategies that can help them in different ways that can contribute to the the overall efficiency of their financial plan.

 
 Bradford L Elman

Bradford L Elman, CLU®, CLTC®

Financial Representative
brad.elman@nm.com

Brad Elman, CLU, CLTC, is a second generation Palo Alto based financial representative who started his career in the finacial services business after graduating from the University of California at Berkeley. Brad is an internationally recognized contributor to the financial services profession having been published extensively in both industry magazines and the mainstream press. Brad has also spoken at 7 Million Dollar Round Table International conferences and his speeches have been translated into 16 languages. Brad's practice was featured in Kiplinger Magazine and Moringstar Advisor, and Brad has made numerous television appearances on the NBC Bay Area News as a consumer finance guest.

In 2003, Brad was one of the youngest recipients of the Jack Richter Award for career achievement from NAIFA Silicon Valley (an award his father received in 1991). In June of 2014, Brad was honored by NAIFA Silicon Valley as the Top Life Insurance Producer.

Brad is an active volunteer in the community spending the bulk of his time supporting causes serving children and adults with special needs.

 
 Brian Andrew Miller

Brian Andrew Miller

Financial Advisor
brian.a.miller@nm.com

My Networks: LinkedIn Facebook

Brian Joined Northwestern Mutual in 2014 following nearly a 25 year career in the institutional equity capital markets, having worked at firms that include UBS Warburg, Thomas Weisel Partners and Cowen and Company. Brian looks to leverage his experience in institutional finance to help clients navigate their options and create a plan that generates true financial security. Brian moved to the San Francisco Bay Area in 1999, and currently lives in Ross, CA with his wife Elizabeth. Brian is a graduate of Bucknell University, class of 1990.

 
 Chris Andrews

Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor
chris.andrews@nm.com

My Networks: LinkedIn Facebook Twitter

Looking for a way to build on his passion for forging client relationships and bringing a thoughtful and informed approach to financial planning, Chris joined Northwestern Mutual in 2007.  He is a third-generation Northwestern Mutual advisor, preceded by his uncle and grandfather, and he feels fortunate and proud to continue the family tradition of helping clients clarify their financial goals and identify the best strategies to achieve them.  Chris started building his practice in the San Jose office before becoming Managing Director of the Redwood Shores office from January 2012 through December 2014.  He has been a top advisor in the San Francisco network office as well among the top Northwestern Mutual advisors in the Western Region and nationally.  Chris focuses on being a long-term resource for clients, helping them address their financial needs and track progress toward their goals year-after-year.

Chris has been a resident of Menlo Park since 2007, and he and his wife, Erinn, moved into their first home in the Willows in 2010.  Their daughter Izzy joined the family in 2011, and Ashton joined in 2013.  Chris is a passionate Stanford sports fan, cheering on the football team and men's/women's basketball teams every chance he gets.  After studying abroad in Florence and Sicily during his undergraduate years, Chris is a true "Italophile", especially regarding Italian food, wine, and ongoing travels.  He loves living in the Bay Area and feels incredibly lucky to have a career that thrives on client relationships and provides security and flexibility for his own family.

 
 Christopher Edward Welton

Christopher Edward Welton, MBA, CFA®, CLTC

Financial Advisor
christopher.welton@nm.com

My Networks: LinkedIn

Chris Welton is a financial advisor with Northwestern Mutual, specializing in wealth accumulation and retirement distribution. He works closely with medical and legal professionals, corporate executives, entrepreneurs and business owners to help them prepare for financial success and keep an eye on the "what if's" in life.

Prior to his insurance and investments career, Chris founded, ran and sold an online children’s party rental business.  He also served as a corporate business development and product management executive at several venture funded startups and incubators, including idealab and Oversee.net. Chris began his career at Merrill Lynch & Co. in New York in investment banking and principal investments.

Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts and an MBA, Strategy and Finance with Honors from the University of California at Los Angeles, Anderson School of Management.  He has earned the right to use the Chartered Financial Analyst (CFA®) designation from The CFA Institute. He is has earned his Certification in Long Term Care  (CLTC) from the Corporation for Long Term Care.

 
 Christopher Robert Leon

Christopher Robert Leon, CLU®, ChFC®, RICP®, CFP®


christopher.leon@nm.com

My Networks: LinkedIn

Christopher Leon joined Northwestern Mutual in 2016. He is a graduate of University of California at Berkeley. His mission is to help others achieve what they never thought was possible through comprehensive planning. He enjoys hiking, cooking, gardening and swimming.

 
 Craig Quinlan

Craig Quinlan, CLU®

Financial Representative
craig.quinlan@nm.com

In 1986, Craig began his career with Northwestern Mutual as a college intern, while attending Illinois State University. As a college intern, he demonstrated determination and promise, finishing #6 in the country among interns in total volume production.

In January of 1988, Craig gained his full-time contract with The Hoopis Financial Group of Northwestern Mutual. Throughout his time with The Hoopis Financial Group, Craig has consistently proven himself as a leader among his peers. In 1995, 1998, and 1999, Craig was awarded the Hoopis Agency's Associate of the year. He has achieved membership in the Million Dollar Round Table thirteen times since 1993 and has made Northwestern Mutual's Forum two times.


Craig decided to first branch into management, with the Carr Group, as the college unit director. In 1991, he demonstrated his leadership abilities, finishing the year as runner-up among all college unit directors nationwide based upon total personal production and that of interns contracted to him. Moving forward, Craig established himself as Field Director. He assisted Scott Carr in running the largest District Agency in the Network, which consistently ranked #1 in the Midwest and within the top 3 nationwide in total premium.

In May of 2003, Craig became the Managing Director in Lombard, IL. He is currently a Financial Representative and the Chief Development Officer at Northwestern Mutual's San Francisco network office.

 
 Dan Madsen

Dan Madsen, CLU®

Wealth Management Advisor
d.madsen@nm.com

After graduating Santa Clara University and spending 5 years playing professional soccer, I realized I wanted a career where I can build truly meaningful relationships with people. I started my career with Northwestern Mutual as an intern in 1994.  Ever since, I have been working to help my clients achieve financial freedom while developing long-lasting relationships.

I have also obtained the designation as chartered life underwriter, CLU®.

My wife, Francine, and I are residents of Los Gatos.

My son, Ryan Carter Madsen, was born in September of 2007 and my daughter Olivia Dean Madsen was born in March of 2012.

I coach children's soccer and enjoy golfing, fishing, and travelling.

 
 David A Bowman

David A Bowman, CLU®, ChFC®

Wealth Management Advisor
david.bowman@nm.com

A native of Piedmont, CA, David A Bowman joined Northwestern Mutual in September of 1978, following his graduation from UC Berkely with a Bachelor's Degree in Economics. During his career, he has worked extensively in Field Management (Managing Partner 1985-1993), and has maintained his practice in Murphys (Calaveras County), CA since 1994. He has his ClU (1982), ChFC (1984) and CLTC (2011) designations. He is married to Gloria Miller; he is also the father of two adult daughters Jessica Bowman Lindstrom (Murphys) and Lindsay Gray (Walnut Creek). When not working, you'll find David playing his Taylor guitar in the worship band at Foothill Community Church, or cycling or skiing. David also serves as President of the Murphys Area Community Tennis Association, and serves on the Steering Council for Yosemite Conservancy.

 
 David C Walther

David C Walther, CLU®, CFP®

Wealth Management Advisor
david.walther@nm.com

My Networks: LinkedIn

David was born in the Bay Area and raised in the Chicago area. After receiving his Bachelors of Science in Environmental Policy from the University of Michigan, he began his career at Northwestern Mutual in February, 1999 at the Ann Arbor Michigan office.  He relocated to the San Francisco Bay Area in November, 2006 and has built a team of professionals that provide exceptional service throughout the entire planning process.

David is a member of several professional associations, such as the National Association of Insurance and Financial Advisors, MDRT and the National Association of Certified Financial Planners. He also sits on the advisory board of a non-profit organization, Spark.  He has mentored 3 students from
Spark over the last 4 years.  In addition to his local community involvement he has participated in community building overseas.  In 2013, he helped to build a school in a Playa Gigante, a small town in Nicaragua, and in 2014 he helped build a school in Bocas Del Toro, Panama.

David lives in Larkspur with his wife Sashini and their two dogs. They are currently expecting their first child, due in early 2017. In his spare time, David enjoys playing tennis, hiking and camping. His other passions include wine tasting, discovering new food, and learning about new cultures.

 

 
 David Hamish Cochrane

David Hamish Cochrane, CLU®


davie.cochrane@nm.com

Davie started his career at Northwestern Mutual in 2010. Previous to that he was a recovering accountant with a Bachelor’s from UC Santa Cruz. As a Bay Area native, Davie enjoys everything that the Bay has to offer and is so grateful to have the ability to help those in his community. On top of running he financial planning practice, Davie is a Growth and Development Director. Through this role he is able to guide, mentor and motivate new advisors to create the life & career they have always wanted.

Outside of work, Davie enjoys playing, dancing and laughing with his wife Jackie and baby boy Topher.

 
 David J Eisenhauer

David J Eisenhauer, CFP®, CLU®, CPA

Wealth Management Advisor
david.eisenhauer@nm.com

My Networks: LinkedIn Twitter

David Eisenhauer attended San Jose State University where he played football and graduated with B.S in Business Administration, concentration in Accounting. Immediately after graduation David began his career in the Financial Industry. After acquiring a broad-range of knowledge and experience auditing large public and private companies at PricewaterhouseCoopers LLP, David joined Northwestern Mutual in 2009. Being a Northwestern Mutual client himself for over thirty years, he was eager to make a difference in the lives of his clients.

As a Wealth Management Advisor, David’s business centers around building lasting relationships through innovative and custom-tailored financial planning, insurance, and investment programs. He specializes in business, estate, retirement, and family planning, and has continued his education in the field to be able to provide clients with the most current point of view in an ever-changing economy.

David currently holds the position of President of the Pleasanton North Rotary Foundation and board member of the San Jose State Quarterback Club. David is also actively involved and President-Elect for the Pleasanton North Rotary Club, and participates in various charity events and community service programs. He resides in San Ramon where he leads an active lifestyle with his wife Teri (married in 2007), daughter Ellie (2011), son Greydon (2013) and son Kason (2016). In his free time he enjoys spending time with his family, waterskiing, playing soccer and playing softball.

 
 Douglas B Miller

Douglas B Miller, CLU®, CLTC, CFP®, RICP®

Wealth Management Advisor
douglas.miller@nm.com

My Networks: LinkedIn

I grew up in the Santa Cruz mountains and later moved to New York while attending Columbia University. I played football for Columbia for four years.

After completing my degree, I spent the next four years working with Northwestern Mutual in New York. After moving home to California, I joined the San Jose Agency. My wife Tamara and I are residents of Gilroy.

I enjoy riding and racing my road bicycle, wine making, golfing, literature, and travel.

 
 Dylan Okuno

Dylan Okuno


dylan.okuno@nm.com

My Networks: LinkedIn

Dylan was raised in Sunnyvale and went to San Jose State University where he received a degree in Business Administration with a concentration in Finance. He was initially attracted to the finance industry after Iearning about compound interest.

When he is not working, he enjoys playing disc golf, volleyball, spending time with friends and family and traveling to warm places.

 
 Elenita Estrella Manansala

Elenita Estrella Manansala


elenita.manansala@nm.com

My Networks: LinkedIn Facebook

Elenita Manansala joined Northwestern Mutual in February 2018.  She has been part of the financial industry back in her home town Philippines for more than 3 years. She is grateful to be working in the same industry as a Financial Representative as she can continue her life in United States with her mission of helping clients attain financial securities for their families.

She is a college graduate of St. Paul College, QC, Philippines with a Bachelor of Science in Commerce major in Information Technology. She is a mother of two boys and a loving wife. She loves to travel with her family.

 
 Fabiano Gomes

Fabiano Gomes

Financial Representative
fabiano.gomes@nm.com

 

Fabiano Gomes graduated from San Francisco State University with a B.B.A. in Finance and he immediately launched his career in financial services.

He currently serves as a Financial Advisor at the San Francisco office of Northwestern Mutual. Within the first 6 months of his new role, he passed his Series 7, Series 63 and received the P40 sales award—all huge milestones for anyone new to the industry.   His drive to learn continues.

Fabiano helps his clients create a lifetime of financial security in four simple steps: identify goals, develop a personalized plan, implement key strategies and frequently monitor your financial plan. Fabiano firmly believes that exceptional client service starts with identifying your values and priorities, understanding your immediate issues and providing effective solutions for your current situation. He will help you develop a financial strategy built on a solid foundation that protects against risk and creates wealth accumulation—all while preserving and meeting your goals.  In addition, he will help to forecast your future requirements and plan for them accordingly.  Fabiano will often partner with specialty advisor teams to tailor each session to his clients’ specific financial needs.

Originally from Rio de Janeiro, Brazil, he has made Marin County his home for the last 20 years.  He is an avid sports enthusiast and enjoys bike riding, running and hiking.  He loves Tahoe and the year-round outdoor playground it provides.   He is known among his friends as the ‘Brazilian BBQ master’ as well as the crazy marathon, triathlon and Ironman racer.

He is fluent in Portuguese, Spanish and English, and he is honored to serve the Brazilian and Latin American Communities.  Fabiano looks forward to meeting you!

 

 
 Francisco Javier Contreras Jr

Francisco Javier Contreras Jr

Financial Representative
francisco.contreras@nm.com

My Networks: LinkedIn

Francisco Contreras grew up in the East Bay. He was inspired by the insurance industry at a young age. Francisco got his start working in the Property and Casualty industry. After over nine successful years, Francisco developed many great relationships with fellow successful business owners. Francisco embraced the challenge of starting with Northwestern Mutual in 2015 to have a greater impact in people’s lives. Getting to help people change people’s lives every day is what keeps Francisco going. He also gets to continue his passion and helps small business owners manage risks. Francisco pushed himself to new heights and received both the P40 and Second 60 sales awards, which is a huge milestone for anyone – let alone in the first year of business. Francisco wants to continue to build his practice by building a team to better service his clients. Francisco’s drive and passion for helping others makes him committed to helping clients, no matter how big or small.

 
 Gary E Montague

Gary E Montague, CLU®, CFP®

Financial Representative
gary.montague@nm.com

My Networks: LinkedIn

 

Hayley Rae Hart

Financial Representative
hayley.hart@nm.com

Hayley Rae Hart joined Northwestern Mutual in January of 2018.  She is a graduate of Notre Dame de Namur University in Belmont, Ca with degrees in Theatre Production, English, and Dance. Her mission is to help others reach their financial goals so they can live their best lives. Hayley Rae Hart lives in the East Bay with her partner, Don.  When she’s not helping others with their financial plans, she rescues small critters, plays Magic: The Gathering, and argues over comic book mythos with strangers on the internet.

 
 James M Barnes

James M Barnes, CFP®, CLU®, ChFC®, MBA

Financial Representative
j.barnes@nm.com

My Networks: LinkedIn Facebook

 
 James Turner III

James Turner III, CLU®

Senior Financial Representative
j.t.turner@nm.com

 
 Jeff Pogue

Jeff Pogue

Financial Advisor
jeffrey.e.pogue@nm.com

My Networks: LinkedIn

 

Jeff established his financial practice after a long career of business development at AT&T, Nokia and Microsoft. The telecommunications background allows him the perspective of how growth and stability can fluctuate, but there is great success in small ventures. Also a trained Firefighter, Paramedic and Emergency Medic Educator, Jeff knows the importance of facing a stressful and sometimes difficult situation with calm demeanor and decisive action. Jeff and his team construct manageable goals for clients to pave their way to their financial objectives.

Jeff and his family live in Clayton, CA. He and his wife Tiffany have been married since 2009 and have two loving daughters, 7 year old Melinda and three year old Elianna. Both Tiffany and their two daughters are clients of Northwestern Mutual, with Melinda and Elianna being fourth generation clients. Jeff’s practice is more than just a business, it is a family affair, which is reflected in his commitment to affording his clients’ families the same financial ease that he and his family have through Northwestern Mutual.
 

 
 Jeff Y Wong

Jeff Y Wong


jeff.y.wong@nm.com

My Networks: LinkedIn Facebook Twitter

Jeff Y. Wong joined Northwestern Mutual in 2016.  He is a graduate of San Francisco State University with a Bachelor of Science degree in Business Administration with a Marketing emphasis. "I care about my clients and their family's financial security and am passionate to protect them from the unexpected and grow their wealth." Jeff lives in the foggy Pine Lake Park area of SF with his wife, Marilyn and two young adult sons Devon and Liam. He started and is still actively involved in a youth basketball program that serves over 130 children every summer from ages 8 to 18.  A competitive badminton enthusiast who plays 2-3 times per week, Jeff's other passion is dining and yelping SF's hottest eateries.

 
 Jeffrey A Judson

Jeffrey A Judson, CFA, CFP®, CLU®, RICP®, AEP®

Financial Advisor
jeff.judson@nm.com

My Networks: LinkedIn

Jeff Judson graduated with honors from University of California at Davis with B.S. in Agricultural & Managerial Economics.

After working at PIMCO in Newport Beach for 2 years and RCM Capital Management in San Francisco for 4 years, Jeff joined Northwestern Mutual in 2002.

As a Wealth Management Advisor, Jeff specializes in estate, business, retirement, and family insurance planning. Jeff is a member of the National Association of Insurance and Finacial Advisors (NAIFA), Million Dollar Roundtable (MDRT), and a recipeint of the NAIFA Quality Award.

Jeff is married to Nicole and lives in Danville. They have two kids - Audrey (11) and Connor (9).

Jeff loves competing in traithlons, playing tennis, coaching Audrey and Connor, reading & seeing movies.

 
 Jing Lee

Jing Lee

Financial Advisor
jingyuan.lee@nm.com

As a Financial Advisor, Jing works extensively with successful and ambitious clients in helping them to save money efficiently and effectively. He focusses his systematic process on his clients’ life goals and addresses their needs in a holistic and detailed methodology. Jing also mentors and develops a team of new representatives with Northwestern Mutual, helping them become impactful in the community.

Jing grew up in the bay area and started with Northwestern Mutual in 2006 after studying Math Economics at UCLA. He is married to Teresa and lives in San Jose with their son Marcus. They enjoy exploring both local and international destinations to further enrich their lives and experiences.

 
 Julie Alida Hassna

Julie Alida Hassna

Financial Advisor
julie.hassna@nm.com

My Networks: LinkedIn Facebook Twitter

Julie started her career at Northwestern Mutual in 2014 in San Francisco. Before that she graduated from University of Nevada and lived in Spain for two years. Since starting her career at NM, she has obtained her Life and Health License as well as her series 6 and 63. She lives and works in the city of San Francisco but has clients in many other states. Her mission is to organize, protect and grow her client's wealth. In her spare time, she enjoys spending time with her friends and family, trying new restaurants in the city and travelling.

 
 Justin Todd Gosnell

Justin Todd Gosnell, ChFC®, CLU®, RICP®

Financial Advisor
justin.gosnell@nm.com

Having spent the previous decade building his own business, Justin Gosnell joined Northwestern Mutual in January, 2011. Described as a life-long learner, he believes there is always more that can be learned- both personally and professionally. His mission is to treat each of his clients as if they were his own family and that taking the time to do the right thing for them every time is the driving objective.

Justin has lived in Danville since 1999, where he raised his two sons, Wesley and Gavin. Now that his children are both off to college, he is looking forward to focusing on his career during the next phase of his life. In his personal time, he enjoys reading and writing.

Justin is currently a financial advisor as well as the Director of Client Relations for the San Francisco Bay Area Group.

 
 Kathy Mehlhop Hanson

Kathy Mehlhop Hanson, CLTC

Financial Representative
kathy.hanson@nm.com

 
 Kevin Rinow

Kevin Rinow, CFP®, CLU®, RICP®

Financial Advisor
kevin.rinow@nm.com

 
 Khinghou Lee

Khinghou Lee


khing.lee@nm.com

Khinghou Lee got his masters degree of Finance at Neoma Business School in France, one of the leading business schools in Europe. Khing worked in investment banking for over 8 years.  With strong analytical skill for investment, he helps many clients to make their right decisions. Being the Vice President of overseas Chinese association, his mission is to help clients attain financial security for their families and businesses and to provide expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives as well as solving their problems as it relates to insurance or investment.

Khing enjoys spending time with his wife and his son Kyrus. He also enjoys hiking, reading and making good food.

 
 Marlin Mitchell Adams

Marlin Mitchell Adams, CLTC

Field Director
marlin.adams@nm.com

My Networks: LinkedIn

Marlin started his career as an intern with Northwestern Mutual in Pleasanton California in January 2010. After a successful internship, he became a full time Financial Advisor in June of 2010.
After 6 years in Pleasanton, working his way up to Field Director, he was offered the Growth and Development Director role in San Francisco California.
He built a team from the ground up to 10 advisors in 2017 and was ranked in the top 10 of all Growth and Development Directors nationwide.
Marlin and his team help individuals, families and closely held businesses strategically plan within the areas of life and disability insurance, investments, retirement and college planning.
Marlin is a native of the East Bay Area and graduated from the California State University, East Bay in 2010 with degrees in Finance and Economics. He grew up in San Leandro California where he married his High School sweetheart Ali in 2014. In their free time, they enjoy traveling internationally and playing with their son Lincoln who was born in 2018.
 

 
 Michael C Clark

Michael C Clark, CFP®, ChFC®, CLU®, LUTCF®

Financial Advisor
mike.clark@nm.com

Michael Clark began his career with Northwestern Mutual as a college intern.

Mike was appointed Managing Director in 1994, then Director of Development in Training in 1997, and returned to his Managing Director responsibilities in 2006.

During his career, Mike earned the Chartered Life Underwriter (CLU®) professional distinction, which is the highest level of studies in the life insurance profession. Mike also earned his Chartered Financial Consultant (ChFC®) designation.

Mike is a past board member and a current member of the National Association of Insurance and Financial Advisors.

Michael Clark develops deep relationships with his clients and is devoted to helping them achieve their financial objectives. He brings a wealth of knowledge to the task at hand and respects and considers each individual’s unique situation.

Mike has been married to Christine since 1992. They have two children, Michael and Lindsey, and live in Oakland. He enjoys singing choir music, tennis, snow skiing and spending time with his family.

 
 Michael J Clark

Michael J Clark, CLU®, ChFC®, CLTC, RICP®

Financial Advisor
mj.clark@nm.com

After having worked my way up the corporate ladder at Ford Motor Company in Detroit, the economy - hammered by foreign imports with better gas mileage - forced me back into the job market. A thoughtful friend guided me to seek a more entrepreneurial perspective, and not long afterward, in large part due to my knowledge of Corporate Benefit Plans, I began working with former co-workers to help them reach the goals so unexpectedly interrupted along my own career path.

Since that auspicious beginning in June of 1980, my career path has proven both prudent and serendipitous. After achieving my CLU® & ChFC® designations (Chartered Life Underwriter & Chartered Financial Consultant) in 1989, my practice began to focus on working with small to medium sized business owners, and now encompasses working with people from all walks of life, assisting them with reaching their personal, business, estate and retirement objectives.

Ultimately, my clients' well-being is the goal of my practice. Helping my clients reach their own financial objectives contributes, inexorably, to my goal - their recognition of a job well done, a true "test of time" result.

Originally from the Detroit area, my vacations were spent travelling, camping, and hiking the Western States, primarily the National Parks. Searching, discreetly, for an opportunity to move West, I transplanted to the Napa Valley in '85. In this entrepreneurial area, I specialize in working with individuals and business owners, providing for their insurance, financial planning, and investment needs.

I'm a long-time outdoors enthusiast, having traveled most of the country to camp, hike, and backpack in the beautiful Sierra's. My last "big" hike was on the John Muir Trail.

When I'm not on the trail, I enjoy motorcycling, particularly on cross country treks, and have been to the Sturgis, SD Motorcycle Rally. I enjoy travelling, and sharing my adventures with friends.

 

 
 Nancy A. Rowland

Nancy A. Rowland

Financial Advisor
nancy.rowland@nm.com

My Networks: LinkedIn

Nancy began her career with Northwestern Mutual in 1988. She works extensively with small business owners and individuals developing plans to protect their assets, incomes and create wealth accumulation strategies.

By applying the Northwestern "Pillars of Financial Planning", Nancy engages every client in a consistent process to help ensure successful outcomes to her client's goals objectives.

Wealth protection and risk management may include life insurance, estate planning, disability insurance, long term care insurance and annuities.

Wealth accumulation may include retirement strategies up to and through retirement, brokerage services, investment advisory servieces, trust services & private clients servies.

Nancy is a member of the Million Dollar Round Table, a global, independent association for the world's leading life insurance and financial services professionals. She holds a CLTC designation, a certification in the field study of Extended Care Planning.  Nancy has presented training and education programs to her colleagues in the San Francisco Bay Area Group. She has been a guest speaker for The Association of Financial Planners, The Association of Certified Public Accountants, The Association of Financial Educators, Golden Gate University and numerous corporations throughout the Greater Bay Area. She received her degree in psychology from University of California Santa Cruz. Her securities licenses include the Series 6, 63 & 65.

In her free time, she enjoys golf, tennis, world travel, wine tasting and good food.

 

 

 
 Neal Takahashi

Neal Takahashi, CFP®, RICP®, CLU®

Financial Advisor
neal.takahashi@nm.com

My Networks: LinkedIn Facebook

Neal joined Northwestern Mutual in 2007.  Off to a quick start, he obtained his Series 7, 66, 9 and 10.  Later in 2007 he was promoted to the Director of Network Office Supervision role, which he held until 2011.  During this time he was able to observe the business from a broad perspective and learn about each facet of the business.  This is where he realized the great value the advisors bring to their clients’ lives.  At this point, he knew that he wanted to start his own practice so he could make a direct impact on his community.

As a Financial Advisor with the Northwestern Mutual Wealth Management Company, Neal focuses on helping sophisticated, busy, successful people save money efficiently while protecting the things and people they care about most. 

 
 Nicolas Glenn Simi

Nicolas Glenn Simi

Financial Representative
nicolas.g.simi@nm.com

My Networks: LinkedIn

My name is Nicolas Simi and I am a Financial Representative with Northwestern Mutual.  First of all, thank you for visiting my website.  I want to take this opportunity to tell you a little about my personal and professional background.  I am a bay area native, born and raised, and I also attended college in the bay area at Holy Names University.  I played basketball all four years at Holy Names and was team captain my senior year.  I graduated with a degree in Business Management. During my time at Holy Names, I volunteered for the American Cancer Society, helping organize and raise money through Relay For Life. I also spent some of my time fundraising for the Children's Hospital of Oakland.

Professionally, my first job was as a cashier at a fast food restaurant when I was 16 years old.  Since then, I have have enjoyed working closely with youth through tutoring, community outreach, and basketball camps. I was an accounting tutor for the students at Holy Names as well.

I am very passionate about financial planning and I am grateful to have the backing of an amazing institution in Northwestern Mutual.

I look forward to getting the opportunity to meet with you some day and help put a plan in place that fits your needs and lifestyle.

 
 Peter C. Ng

Peter C. Ng

Financial Advisor
peter.c.ng@nm.com

 
 Peter H Miller

Peter H Miller, CLU®, ChFC®, CLTC

Financial Advisor
peter.miller@nm.com

My Networks: LinkedIn

Peter was born in Boston and moved to California as a teenager with his family.  He graduated from Harvard University and returned to the Bay Area and had careers as a restaurant owner and commercial real estate broker before joining Northwestern Mutual over 20 years ago.

Peter’s attention to detail, caring attitude, integrity and expert knowledge has positioned him as a great resource for his clients. His goals include helping clients attain financial security for their families and businesses.

Peter enjoys spending time with his wife Patti and their two sons. Peter is an avid golfer and novice pizza maker.

 
 Peter Tabet

Peter Tabet, CLU®, ChFC®, AEP®, MBA

Financial Advisor
peter.tabet@nm.com

Since 1977, my career has centered on helping business owners, corporate executives, and professionals identify financial needs and goals and providing specific risk protection and investment solutions.

I bring a wide-ranging portfolio of education, experience, skills, and interests to my career in insurance and financial services.

I have been honored by my peers with many industry awards, including the National Quality Award and the National Sales Achievement Award. I am a Qualifying and Life member of the Million Dollar Round Table. As a member of the Marin Estate Planning Council, I am recognized as one of the Bay Area's top insurance professionals. I have been a featured speaker at the San Francisco Life Underwriters Association, the San Francisco Chamber of Commerce, and at numerous Northwestern Mutual regional and agency meetings. I am a past member of the Board of Directors of the North Bay Chapter of the Society of Financial Service Professionals.

On a more personal level I have been a Marin County resident since 1977, and I live in Mill Valley with my wife, Irene.

 
 Peter Thomas Heizer

Peter Thomas Heizer

Financial Representative
peter.heizer@nm.com

 
 Phillip T Pearson

Phillip T Pearson, CFP®, ChFC®, CLU®

Financial Advisor
phillip.pearson@nm.com

My Networks: LinkedIn

Phillip has been with Northwestern Mutual for 14 years as a financial advisor. His specialties include: personal financial planning, retirement income planning, wealth management, life insurance, disability insurance, long term insurance, business succession planning and employee benefits. When advising his clients Phillip’s philosophy is: “ Your life plan drives your financial plan, and then your financial plan drives the strategies… and not any other order.

He currently lives in Daly City with his wife Jennine. They have one child “Cocoa,” a chocolate labrador. In his spare time Phillip enjoys, cooking, carpentry, reading, classic movies, weightlifting and is a student of Krav Maga at a local school.

 
 Rocio Tapia

Rocio Tapia

Financial Advisor
rocio.tapia@nm.com

Rocio Tapia joined Northwestern Mutual in 2008 as an intern.  She fell in love with the career of helping people and decided to make it a career and transitioned to a full time financial advisor shortly after.  She is a graduate of San Jose State University with a Bachelor of Science degree in Business Finance. 

Rocio has built a successful practice in working with young and established families in providing strategic, comprehensive advice to help them meet their financial goals.

Rocio has lived in the San Francisco bay Area since she was 4 years old and enjoys traveling and spending time with her family.

 
 Sharon S Zimmerman

Sharon S Zimmerman, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor
sharon.zimmerman@nm.com

My Networks: LinkedIn

Sharon Zimmerman is a Wealth Management Advisor with Northwestern Mutual located in Santa Rosa, California.  Sharon has a BS in Mechanical Engineering from the University of Minnesota and an MS in Administration from Central Michigan University.  She holds her Series 6, 7, 63 and 66 securities licenses as well as life insurance license.  She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations.  She is a former President of the local Redwood Empire Estate Planning Council.

Prior to becoming a Wealth Management Advisor, Sharon worked in a number of management positions for several high technology companies.  Additionally, she is a former Air Force officer and was on active duty for four years in Minot, North Dakota.  Sharon grew up in Wisconsin and hails from a long line of insurance and investment professionals and is the fourth generation in her family to have an insurance or investment practice.

Sharon has been married to her husband Greg, a Captain at American Airlines for almost 30 years and they have two sons, Preston and Logan.  Together they built two homes as owner-builders in Santa Rosa.  On the weekends she is a dedicated hockey mom who also loves to cook, read and go for long hikes. 

 
 Stephen Perry Bundy

Stephen Perry Bundy, CLU®, ChFC®

Financial Advisor
steve.bundy@nm.com

My Networks: LinkedIn

Stephen Bundy, native of the San Francisco Bay Area, is a graduate of the University of California, Berkeley. Steve has obtained his  Chartered Life Underwriter (CLU) designation and recently obtained the Chartered Financial Consultant (ChFC) designation.

Steve Bundy has considerable experience in the financial services industry having previously worked in banking and municipal bond trading. This professional experience and education is the foundation for his successful insurance practice, which started in 1989. He is licensed to sell life insurance, disability income insurance, long-term care insurance, health insurance and annuity products.

Steve resides in Orinda, California with his dynamic and beautiful wife Ann. They have 2 daughters, Lauren and Brooke who are both artists in New York City.

Steve's passions are first and foremost his family and friends.  He also values health, enjoying the West and the great outdoors.

Steve is an avid outdoorsman. His passions are bike riding, skiing, backpacking, and camping.  He also sings in a local church choir.  He and Ann enjoy travelling to different countries and being in different cultures.

 
 Susan Slone

Susan Slone, CFP®, CLU®, CASL®, RICP®

Wealth Management Advisor
susan.slone@nm.com

My Networks: LinkedIn

Susan has been a Wealth Management Advisor with Northwestern Mutual since 1998.  She has had the distinct pleasure of working with hundreds of clients over the years, and has gained much satisfaction of taking them through various stages of life.

Susan was born and raised in Pittsburgh, Pennsylvania. She’s been in California since 1978, as it was always her dream to live in the Bay Area.  She currently resides in the Montclair District of Oakland with her partner Brigit and their cat Daizzie.

 
 Tiffany Chen

Tiffany Chen


tiffany.chen@nm.com

My Networks: LinkedIn

At age 15, Tiffany became a 1st-generation immigrant from Taiwan and is committed to improving the world around her. Growing up in the loving families of physicians, they encouraged Tiffany to follow her passion in finance and investment. She developed affinities with engineers and life science professionals while obtaining dual bachelor degrees from University of California Berkeley and is a graduate of National Taiwan University with a MBA degree in finance.

With Tiffany’s previous experience in banking and as a balance sheet trader, She understands how to help people and families utilize the appropriate financial tools to accomplish their goals. Tiffany lives in San Jose with her older brother and dreams about having a family of her own. She enjoys learning, meeting new friends, and traveling.      
 

 
 Todd M Temple

Todd M Temple, CLU®, ChFC®, RICP®

Financial Advisor
todd.temple@nm.com

My Networks: LinkedIn Twitter

Todd Temple is passonate about assisting his clients in creating financial security. Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your familiy or your business, Todd Temple can help you identify your needs and provide complementary solutions. Todd resides in San Francisco with his wife and three children. He loves what he does for a living, spending time with his family, playing handball and kettleball training.

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

50 year anniversary banner
 

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