Associates

Our financial representatives are the face of our organization. They not only represent Northwestern Mutual, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

 
 Adam R Baggett

Adam R Baggett, CFP®

Financial Advisor
adam.baggett@nm.com

Adam Baggett graduated from the University of Northern Iowa with B.A.s in Sociology and Criminology in 2007. He also attended Covenant Theological Seminary and earned his M.Div. degree in 2013.

 

Adam is passionate about helping his clients meet their financial goals and achieve financial security for their families.

 

Adam lives in Belltown with his wife Amelia. He enjoys reading, traveling and spending time with family and friends.

 
 Amy I Weideman

Amy I Weideman

Associate Financial Representative
amy.weideman@nm.com

Amy began her career with Northwestern Mutual in 2002. Over the course of her career, she has worked on the largest and most complex estate and business insurance cases in our office. She also served for 3 years on the Field Staff Advisory Team at Northwestern Mutual's home office.  

Amy facilitates our insurance service operations, underwriting process, and client service. Amy holds her Washington Life & Health Insurance License. 

Amy graduated with a B.A. in History from Oregon State University.

Amy and her husband live in Tacoma with their children. She is passionate about spending time with her family, travel, and event planning.

 
 Anastasia V Potapova

Anastasia V Potapova

Associate Financial Representative
anastasia.potapova@nm.com

Anastasia joined David DeYoung’s team in 2011 and holds her Series 7 Security License and Series 66 lincense, which she earned in 2008. She also holds licenses in Life, Disability and Long-Term Care. Anastasia moved to Washington State from Colorado where she worked as an investment banker for Wells Fargo. She loves servicing our clients applying her knowledge and investment experience. 

 

Andrea Bjelanovic


andrea.bjelanovic@nm.com

 

Andrea Shalae Sanders IV


andrea.sanders@nm.com

 
 Andrew J Hepola

Andrew J Hepola

Financial Representative
andrew.hepola@nm.com

 
 Ashley Faith Jakubauskas

Ashley Faith Jakubauskas


ashley.jakubauskas@nm.com

 
 Blake Edwards

Blake Edwards

Associate Financial Representative
blake.a.edwards@nm.com

 
 Blake Thomas Ozuna

Blake Thomas Ozuna

Financial Representative
blake.ozuna@nm.com

 
 Bradley W Mitchell

Bradley W Mitchell

Financial Advisor
brad.w.mitchell@nm.com

My Networks: LinkedIn

 
 Brian Patrick Dillon

Brian Patrick Dillon


brian.dillon@nm.com

Prior to joining Northwestern Mutual, Brian served the financial institutional marketplace over two decades, helping clients achieve or surpass their goals. 

Brian began his career in trading and continued in portfolio management, learning the ropes and working his way up through various positions and organizations, forming lasting relationships internally and externally along the way. His focus has always been centered on an ultimate commitment to clients, integrity, and performance.

His passion for excellence translates to other pursuits outside the office as well. Brian is a two-time Ironman Finisher (including the Ironman World Championship, Kailua-Kona Hawaii). Brian has I am also completed the Ultraman distance (Ultraman Canada - Penticton BC). 

As a member of Team Hoyt’s Boston Marathon Charity Team, Brian had the privilege to run the Boston Marathon in 2011, 2012, and 2014 (Top Fundraiser 2011).


Brian has been married to his wife Cessandra for more than 20 years, and they have two young daughters.

 
 Brit Volpenhein

Brit Volpenhein, MBA

Financial Representative Assistant
brittany.volpenhein@nm.com

Brit graduated from The University of Findlay with her MBA in marketing in 2006. She also works as a home stager and designer. She currently lives in Bellingham and is usually found playing soccer, traveling or reading various books at once. 

 
 Caleb K Brown

Caleb K Brown, CLU®


caleb.brown@nm.com

My Networks: LinkedIn

 
 Carmen A Ragghianti

Carmen A Ragghianti

Associate Financial Representative
carmen.ragghianti@nm.com

Carmen joined Bob's team in 2011 and holds a license in Life, Disability, and Long-Term Care.  She came with a strong background of providing excellent customer service, office management, and general bookkeeping experience.  She enjoys servicing our clients with great attention to detail.  Her duties include servicing insurance accounts, overseeing the underwriting of new applications, scheduling and preparing for Bob's client meetings.  In her spare time she enjoys bicycling, hiking, and traveling with her family in the beautiful Pacific Northwest.

 
 Carson Lewis Hill

Carson Lewis Hill


carson.hill@nm.com

My Networks: LinkedIn

http://www.eric-shutt.com/

 
 Caysi R Mason

Caysi R Mason, B.A.

Associate Financial Representative
caysi.mason@nm.com

Caysi joined Prince Financial Services in 2013 bringing 7 years of customer service experience.

Caysi holds a Washington State insurance license for Life, Health, Disability and Long-Term Care and is the Marketing and Event Coordinator for Prince Financial Services. She is currently attending Central Washington University part time and plans to graduate with a Bachelor degree in Psychology and Law and Justice.

 
 Charles S Zittel

Charles S Zittel, CLU®

Disability Income Specialist
charles.zittel@nm.com

My Networks: LinkedIn

Chuck has been with Northwestern Mutual for sixteen years and serves as the DI Specialist for the Puget Sound region. He first qualified for the Million Dollar Round Table in 2006 and has qualified every year since. He and his wife, Sylvia who works as his assistant, have a five-year old daughter, Olivia. In his free time, Chuck enjoys spending time with his family, Bible Study, and outdoor activities.

 
 Chelsea Grimm

Chelsea Grimm, CFP®


chelsea.grimm@nm.com

Chelsea Grimm earned her Bachelor of Arts in Accounting from Washington State University and comes from a background in investments and lending. She holds her Washington State life and disability insurance license, Series-6, Series-63, and Series-7 investment licenses, as well as her CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. She works with clients to build their Personal Financial Plans. 

 

How can Chelsea help you?

  • Personal Financial Plans
  • New Account Opening
  • General Questions and Inquiries

 
 Colin Brian Davis

Colin Brian Davis

Associate Financial Advisor
colin.davis@nm.com

 
 Corie Gee Ching Hou

Corie Gee Ching Hou

Associate Wealth Management Advisor
corie.hou@nm.com

Corie Hou joined Mike O'Brien and Dan Gatien's team in 2015. Corie is the Director of Client Services which includes, but not limited to, building financial plans, assisting with insurance underwriting, and ongoing client service. Corie has two years of experience at a "Big 4" firm in corporate function, and has also competed on the professional golf circuit for five years on the LPGA Symetra Tour, Canadian Tour, Ladies European Tour AS, and Australian Ladies Professional Golf Tour.

Corie hails from Sydney, Australia and graduated with a BBA in Finance from the University of Hawai'i, whilst also serving as a student-athlete all four years. Corie resides in North Seattle and enjoys playing golf, golf coaching, boating, flying, playing with "Go-Pros" and being outdoors.

 
 Dajeanne M Washington

Dajeanne M Washington


dajeanne.washington@nm.com

 
 Dan Rosales

Dan Rosales, CLTC®


dan.rosales@nm.com

Dan Rosales joined Northwestern Mutual in 2008 shortly after graduating from Pacific Lutheran University.  Dan was also a member of the PLU Football team where he played offensive line.  Dan splits his time between both our Seattle and Tacoma offices and focuses on comprehensive financial planning for his clients.  Dan is also very involved and passionate about supporting Big Brothers Big Sisters of Puget Sound where he currently sits as a board member.

 
 Daniel E Gatien

Daniel E Gatien, CFP®

Associate Wealth Management Advisor
daniel.gatien@nm.com

Dan Gatien, CFP® joined Mike in 2003 and has 17 years of investment management & financial planning experience. He is responsible for portfolio research, design, implementation and ongoing monitoring.

Dan graduated with a B.A. in Finance and Marketing from the University of Washington School of Business. He holds his securities, life, disability income and long-term care licenses and has earned his CERTIFIED FINANCIAL PLANNER™ certification.

Dan resides on the Eastside with his wife and son. He enjoys boating, travel, and time with his family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 
 Daniel J Ahlrichs

Daniel J Ahlrichs

Financial Advisor
daniel.ahlrichs@nm.com

My Networks: LinkedIn

 
 Daniel R Ruiz

Daniel R Ruiz


daniel.ruiz@nm.com

 
 Danielle Whitelow

Danielle Whitelow


danielle.whitelow@nm.com

Danielle joined Prince Financial Services in 2017. A Seattle native, Danielle attended North Seattle Community College and holds a Washington state insurance for Life, Disability, and Long-Term Care insurance. Danielle bring extensive experience in finance and customer service to the team and is the primary contact for meeting preparation. In her spare time, she enjoys cooking, reading, and leisurely strolls along Lake Washington with her daughter.

 
 Dave Griffith

Dave Griffith, CLU®, ChFC®, RICP®, CASL®


dave.griffith@nm.com

My Networks: LinkedIn

Dave Griffith has been a Wealth Management Advisor with Northwestern Mutual since 1996. He provides customized recommendations to help plan for your financial future. More specifically, Dave will help you adequately prepare for retirement. His plan will assess your current financial situation, help determine your retirement lifestyle, and make recommendations to help ensure you achieve your retirement goals.

Dave has been married to Kris for over 35 years. They live in Kirkland. In his spare time, he enjoys golfing, hiking, snow skiing and volunteers his time in the community. Dave is involved with Rotary and blood drives with Northwest Blood Center. He also serves on the board and is a member of the East King County Estate Planning Council.

 
 David H Burnett

David H Burnett

Financial Advisor
david.burnett@nm.com

My Networks: LinkedIn

Dave is passionate about developing a deep understanding of his client’s financial goals and needs, and thrives on the challenge of finding unique, creative solutions to accomplish those goals.


Education BA Business Marketing @ Washington State University
Licenses 6,63,65,7

Away from the office, I love spending time with my wife Caitlin, and our two children Cameron and Grady. As a family we stay busy boating on the Puget Sound, swimming, playing at the park and spending quality time with family and friends. We enjoy traveling, especially escaping Seattle winters to visit family in our favorite destination, Maui! I also enjoy playing tennis, working out and cheering on my alma matter, Washington State University!

Resides: Normandy Park, WA

Hobbies: Tennis, boating, hiking, traveling

 
 David Richard DeYoung

David Richard DeYoung

Wealth Management Advisor
david.deyoung@nm.com

My Networks: LinkedIn Facebook Twitter

After 10 years as an engineer, David DeYoung realized he enjoyed working with people much more than technology.  He wanted a business that would be meaningful and allow him to make a real impact in people's lives.

Whether you're an established entrepreneur, a well trained professional, or an ambitious up-and-comer, David and his team are excited to help you achieve your financial security.

 
 E. Grant Stevens

E. Grant Stevens, CFP®

Financial Advisor
grant.stevens@nm.com

My Networks: LinkedIn Facebook

 

Ericka J Skeldon


ericka.j.skeldon@nm.com

 

Jean R Oling

Financial Representative Assistant
sondra.oling@nm.com

 
 Jennifer Fabian

Jennifer Fabian


jennifer.fabian@nm.com

Jennifer Fabian joined the Pillar Financial Group in May 2017. In 2011, she earned her Bachelor of Science in Exercise Science from the University of Puget Sound. Jennifer holds her Washington State life and disability insurance license and Series-6.

How can Jennifer help you?

  • Scheduling Appointments
  • Accessing Northwestern Mutual Client Website

 
 Jerry F Janacek

Jerry F Janacek, CLU®

Senior Financial Representative
jerry.janacek@nm.com

 
 John F Unterreiner

John F Unterreiner, CLTC®

Long Term Care Specialist
john.unterreiner@nm.com

My Networks: LinkedIn

John Unterreiner currently serves Northwestern Mutual - Puget Sound's Long Term Care Specialist and is based out of our Tacoma office.

 
 John Kip O'Kelley

John Kip O'Kelley

Retirement Plan Specialist
john.okelley@nm.com

My Networks: LinkedIn

John Kip O’Kelley has been an actuary and plan consultant for 30 years. He has in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations. After carefully evaluating your company’s needs, Kip will be able to provide the resources, relationships, expertise, and objectivity to help you partner with a reputable provider.

 
 John W Frankland

John W Frankland

Financial Representative
john.frankland@nm.com

 
 Joleen R Powell

Joleen R Powell, CLU®

Associate Financial Advisor
joleen.powell@nm.com

 

Juan Badillo

Financial Representative
juan.badillo@nm.com

 
 Juliette A M Prince

Juliette A M Prince

Estate & Business Planning Specialist
julie.prince@nm.com

My Networks: LinkedIn Facebook

Julie Prince has been a part of the financial services industry since 1989. She is a graduate of Gonzaga University earning a Bachelors Degree in International Business. She has also earned her Chartered Life Underwriter (CLU®) designation from the American College.

 
 Kai Kaiana Tirrell

Kai Kaiana Tirrell


kai.tirrell@nm.com

My Networks: LinkedIn

Kai joined Northwestern as a college intern in 2008, and started his career in the San Diego and Hawaii offices.  He is now a full time Financial Advisor and works between the Tacoma Washington, Hawaii, and San Diego offices. He services clients from Hawaii to Massachusettes.  He has held a leaderships role as College Unit Director and personal mentor to new Advisors.  He enjoys spending time with his family, outrigger canoe paddling, and being outdoors. 

 
 Katherine Lebioda

Katherine Lebioda, CLU®

Associate Financial Representative
katherine.lebioda@nm.com

Katherine has been with Paul's team since 2002. She holds a BA from the University of Victoria and her financial certifications include: Series 6 and Series 63 investment licenses and life Insurance and health Insurance licenses. As an Associate Financial Representative her responsibilities include preparing performance reports, overseeing life and disability applications during the underwriting process, coordinating calendars and account service requests. Outside the office she enjoys hiking, road biking and exploring the NW.

 
 Kathy J Sanchez

Kathy J Sanchez, CLU®, ChFC®

Financial Advisor
kathy.sanchez@nm.com

My Networks: LinkedIn

Previous to attending Montana State University, where Kathy received her bachelor's degree in Business Management in 2002, she taught in elementary and secondary education for 9 years.

Kathy holds the Chartered Life Underwriter (CLU®), Certification in Long Term Care (CLTC) and Chartered Financial Consultant (ChFC®) designation.

The CLU® which has long been recognzied as the fundamental and foremost educational credential for life insurance professionals.  Individuals who earn the CLU® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  More information regarding the CLU® and ChFC® may be found here.

The Chartered Financial Consultant designation (ChFC®) offers professionals in financial services the advanced education they need to better assist clients in this increasingly competitive field. Individuals who earn the ChFC® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

The Certified in Long Term Care designation (CLTC) focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequesnces on their client's family and finances.  CLTC professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Kathy has been recognized as the Financial Representative of the Year for the Castronovo Financial Group (Montana) from 2007-2012.  This prestigious award is given to a Financial Representative who demonstrates outstanding achievement in five key areas of growth, and is indicative of Kathy's committment to help her clients protect and achieve their financial security goals. 

 
 Keith Foe

Keith Foe, CFP®, CPA, CLU®, CFA®, ChFC®

Wealth Management Advisor
keith.foe@nm.com

My Networks: LinkedIn

Keith Foe has been a Wealth Management Advisor with Northwestern Mutual since 2002. He earned his undergraduate degree in Finance, as well as his MBA from the University of Washington. Keith specializes in working with clients in or close to retirement. He provides a comprehensive and holistic planning approach to fit your needs. As your goals and aspirations are attained or you find they’ve changed over time, Keith will continue to work closely with you to make adjustments to your plan.

Keith is a Seattle native. Currently living in Belltown, he loves to take advantage of all that the Pacific Northwest has to offer by getting outdoors to ski, spending time on Lake Union and Lake Washington, and taking weekend trips with his girlfriend, Anisa, and their dog, Crimson. In the community, Keith regularly volunteers for the Seattle Brain Cancer Walk and teaches accounting classes to prospective CPA candidates at North Seattle College.

 
 Kelli Aggerbeck

Kelli Aggerbeck

Associate Wealth Management Advisor
kelli.aggerbeck@nm.com

Prior to joining the Pillar Financial Group, Kelli Aggerbeck was a Trade Support Specialist for Washington Mutual Capital Markets; her experience also includes working as Operations Specialist and Registered Representative at Freeman Welwood, a former local brokerage firm. She holds her Washington State life and disability insurance license, as well as her Series-6, Series-65, and Series-7 investment licenses. Kelli is committed to meeting all of your service needs and providing you the best client experience possible.

How can Kelli help you?

  • General Questions and Inquiries
  • New Insurance Applications and Underwriting Process
  • Status of Application
  • Insurance Service Requests

 
 Kevin B Johnson

Kevin B Johnson, CLU®, ChFC®

Wealth Management Advisor
kevin.johnson@nm.com

My Networks: LinkedIn Facebook

Kevin Johnson lives in Sandpoint Country Club, a neighborhood of Northeast Seattle, with his wife Megan and two sons, Kaelan and Miles.  Kevin spends the majority of his time with his boys and their sports, enjoys playing golf in the summer, snowboarding in the winter and traveling the world.

 
 Kevin Kent

Kevin Kent, ChFC®, RICP®, CLU®

Wealth Management Advisor
kevin.kent@nm.com

My Networks: LinkedIn

Kevin Kent has been with Northwestern Mutual since 1984. He specializes in retirement income financial planning and advanced financial planning for individuals, professionals and small business owners. As your Wealth Management advisor, Kevin will educate and work with you to take greater control over your financial future. He will listen, clarify, and help you prioritize goals and aspirations to develop a financial strategy designed to help you achieve your vision for the future.

Kevin is a Washington State University alumni, graduation in 1984. He currently resides in Sammamish with his family. In his spare time, he enjoys traveling, skiing, mountain biking, water sports, cooking, and spending time at the lake with family and friends.

 
 Kian Patrick Ahern

Kian Patrick Ahern

Financial Representative
kian.ahern@nm.com

My Networks: LinkedIn

 
 Luke Madsen

Luke Madsen, CFP®, CLU®

Wealth Management Advisor
luke.madsen@nm.com

My Networks: LinkedIn

Luke Madsen has been a Wealth Management Advisor with Northwestern Mutual since 2002. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He has helped many achieve a more secure future for themselves, their families, and businesses by providing a wide range of planning ideas and services to address personal needs and goals. Before building the Pillar Financial Group, Luke held leadership roles for over 10 years with Northwestern Mutual, including Managing director of the Bellevue office.                                                               

Luke was born and raised in rural north Idaho. He moved to Seattle in 2002 after earning a degree in economics and finance from the University of Idaho and married his high school sweetheart, Tenneall. In January 2016, Tenneall and Luke welcomed a new addition to their family, a baby boy named Arthur.

 

Marla K Freeman

Marketing Assistant
marla.k.freeman@nm.com

Marketing Assistant to Kip O'Kelley.

 
 Mercer C Kung Smith

Mercer C Kung Smith

Associate Wealth Management Advisor
mercer.smith@nm.com

 
 Michael F. O Brien

Michael F. O Brien, CLU®

Wealth Management Advisor
mike.obrien@nm.com

Mike O’Brien joined Northwestern Mutual in 1982 and specializes in addressing the comprehensive needs of high net-worth families and closely-held businesses. He brings extensive knowledge and experience in investments, estate planning, business planning and other areas relating to wealth management.

 
 Michael J Oling

Michael J Oling

Financial Representative
mike.oling@nm.com

After a career in broadcast journalism Mike has been a Financial Representative with Northwestern Mutual since May of 1990.  He has worked many years with individuals and groups focusing on the professional markets of medical doctors, dentists, attorneys and architects.  Mike brings to bear a wealth of knowledge on products and services design to help meet professional needs at an affordable price.

 
 Natasha Iurieva

Natasha Iurieva


natasha.iurieva@nm.com

 
 P Gerry Maurer

P Gerry Maurer, CLU®, AEP®, ChFC®

Estate & Business Planning Specialist
g.maurer@nm.com

My Networks: LinkedIn

Gerry Maurer began his business career with American Airlines in New York City. After his Navy service, he settled in Seattle, owning and operating several private businesses prior to joining Northwestern Mutual in 1985. Gerry received his Bachelors in Economics from Stanford University and Masters of Business Administration from Columbia University in New York.  As a member of Northwestern Mutual's Estate Strategies Group, Gerry's specializd training provides him with knowledge and expertise to help clients identify their values, attain their goals and create the legacy they desire.

 
 Paris Ray Speidel

Paris Ray Speidel

Financial Representative
paris.speidel@nm.com

 
 Paul D Twedt

Paul D Twedt, CLU®, ChFC®

Wealth Management Advisor
paul.twedt@nm.com

My Networks: LinkedIn

 
 Raelene Jo Jeffery

Raelene Jo Jeffery, CFP®, CLU®

Wealth Management Advisor
raelene.jeffery@nm.com

My Networks: LinkedIn

 
 Richard F Abell

Richard F Abell, CLU®

Senior Financial Representative
richard.abell@nm.com

 
 Rick Bravo

Rick Bravo, CFP®, RICP®

Associate Wealth Management Advisor
rick.bravo@nm.com

 
 Robert John Patten

Robert John Patten

Financial Representative
bob.patten@nm.com

My Networks: LinkedIn

 
 Ryan Matthew Kraut

Ryan Matthew Kraut, CLTC®

Financial Advisor
ryan.kraut@nm.com

My Networks: LinkedIn

 

Sarah Z Fleming


sarah.fleming@nm.com

 
 Scott Duthweiler

Scott Duthweiler, CFP®


scott.duthweiler@nm.com

 
 Sienna Landry

Sienna Landry

Associate Financial Representative
sienna.landry@nm.com

 
 Spencer Arceo Schulz

Spencer Arceo Schulz

Financial Representative
spencer.schulz@nm.com

 
 Steve McKechnie

Steve McKechnie

Financial Advisor
steven.mckechnie@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Steven Ward

Steven Ward, CFP®

Associate Wealth Management Advisor
steven.a.ward@nm.com

 

Sylvia A Zittel


sylvia.a.zittel@nm.com

 
 Wayne W Su

Wayne W Su


wayne.su@nm.com

 
 Wesley Tyrone Burns

Wesley Tyrone Burns, CFP®, CLU®

Wealth Management Advisor
wesley.burns@nm.com

My Networks: LinkedIn Twitter

Careers

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