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.

 

Alice Tweit

Financial Representative
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My Networks: LinkedIn Facebook

 
 Amy Weideman

Amy Weideman, CLF®

Associate Financial Representative
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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
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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

Associate Financial Representative
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 Andrew J Hepola

Andrew J Hepola

Financial Representative
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 Andrew James Lawler

Andrew James Lawler


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Andrew Lawler grew up in the small town of Adna, Washington, the youngest of 3 boys. In 2014, he graduated from Centralia Community College with his Associate of Arts degree, with a focus in Business. Upon graduation from CC, he transferred to Washington State University, where he received his Bachelors in Business Administration in 2017.

While at WSU, Andrew joined Alpha Kappa Psi, the professional business fraternity. AKPsi had a positive influence on him both professionally and personally; Valuable lessons learned through AKPsi are still vivid and relevant to his day to day life. He continues to in touch with many of the people he met in chapter, some of whom remain his closest friends. Andrew joined Northwestern Mutual as an intern in 2016, due largely in part to AKPsi.

In 2017, Andrew moved to Tacoma, WA, where he permanently joined Northwestern Mutual’s Tacoma office. He is passionate about helping his clients continue their education when it comes to comprehensive financial planning, and offering tangible steps to make significant progress toward their life goals.

Andrew enjoys visiting WSU Pullman at any opportunity, catching a Mariners game (which isn’t always easy), and staying active in a pick-up basketball game when possible.

 

 
 Anne Putnam

Anne Putnam, M.A.

Financial Representative Assistant
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Anne began working with David DeYoung’s team in January 2019, flexing her communication and organization skills in a multi-layered support role. She moved to Washington from California in 2017 – she loves the blend of mountains and bodies of water, and seeing bald eagles sitting on telephone poles never gets old! Anne has a BA in English Literature from Washington University in St Louis and an MA in Creative Writing (Nonfiction) from City University London; in addition to her work with Northwestern Mutual she is an author and a freelance writer/editor.

 
 Ashley Faith Jakubauskas

Ashley Faith Jakubauskas

Sales Execution Team
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 Ashwin Mohan

Ashwin Mohan

Financial Advisor
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Ashwin has been with Northwestern Mutual since 2015 and joined Pillar Financial Group in the fall of 2018. He specializes in working with young professionals and young families with careers in the tech industry. With his detailed planning process, many young adult clients learn the importance of planning and how it can help them achieve their goals and objectives. Ashwin is a University of Arizona alumni. Having grown up in the Greater Seattle Area, he is happy to back spending time with his family and exploring his creative talents photographing the beautiful PNW.

 
 Blake Edwards

Blake Edwards

Associate Financial Representative
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Blake was born in Mount Vernon, Washington and has lived his entire life in the Pacific Northwest. He studied finance and graduated with honors from the University of Washington’s Michael G. Foster School of Business in 2015. While at UW, Blake joined Northwestern Mutual’s nationally-renowned internship program as a College Financial Representative, and he immediately fell in love with the opportunity to change the lives of his clients. He happily accepted a full-time position as an advisor upon graduation. Shortly thereafter, Blake decided to join the team as an Associate Financial Advisor to help clients design their ideal lifestyle through comprehensive financial planning and wealth management. He is passionate about creating a perpetual impact by teaching clients the financial fundamentals that they in turn can relay to their children and peers. Outside of the office, you’re likely to find Blake either playing pickup basketball or entrenched in a conversation about ethics, psychology, and/or neuroscience.

 
 Blake Thomas Ozuna

Blake Thomas Ozuna

Financial Advisor
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 Bradley W Mitchell

Bradley W Mitchell

Financial Advisor
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My Networks: LinkedIn

 
 Brendan Michael Foor

Brendan Michael Foor

Financial Advisor
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 Brian Patrick Dillon

Brian Patrick Dillon


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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.

 
 C.W. Middleton

C.W. Middleton, CLU®


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My Networks: LinkedIn

As a Wealth Management Advisor with Northwestern Mutual, C.W. Middleton specializes in creating a financial road map for his clients, while keeping an eye on the "what if's" in life.  He began with Northwestern Mutual in 2002 with a vision to develop a meaningful career where he could build relationships and impact people's lives. 

With that vision at the core of his practice, C.W. works closely with medical and legal professionals, entreprenuers, business owners and executives, as well as those who are nearing retirement to develop a financial strategy designed to help them along their road to financial security. 

C.W. believes in a collaborative approach.  With expertise in retirement planning, investment strategies, and estate planning, C.W. and his team of experts will deliver a coordinated approach with the sole objective of securing your financial future. 

 
 Cade Fredrick Mossman

Cade Fredrick Mossman, CFP®, CLTC®

Wealth Management Advisor
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My Networks: LinkedIn

Cade's passion lies in creating long-lasting relationships to help his clients achieve their futures.  He does so through hard work and a commitment to exceed his clients' expectations. Cade offers innovative solutions with the same amount of detail and care as he would for himself and his family.

http://cademossman.nm.com/

 
 Caleb Brown

Caleb Brown, CLU®


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My Networks: LinkedIn

Prior to joining C.W.'s team, Caleb was an independent Financial Advisor at Northwestern Mutual running his own practice in both the Seattle and Tacoma offices for five years. He cares deeply about planning the right way and having fun along the way. In his free time, Caleb is an avid golfer and sports fan. He grew up in Bremerton, WA and moved to the South Sound in 2014.

Caleb was a member of the University of Washington baseball team and graduated with a B.A. in Political Science with an emphasis on Political Economy. He holds his Washington State life, disability, and long term care licenses. He also holds his Series-6, Series-7, Series-63, and Series-65 investment licenses. He is also holds his Chartered Life Underwriter (CLU®) designation.

 

 
 Carson Lewis Hill

Carson Lewis Hill

Associate Financial Representative
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My Networks: LinkedIn

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

 
 Caysi Mason

Caysi Mason, B.A.

Associate Wealth Management Advisor
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Caysi joined Prince Financial Services in 2013 and has held several positions on the team. Caysi’s role began with serving clients and their insurance needs and growing into a Marketing Director for the team, handling all office operations and overseeing training and supervisory functions. Caysi has recently taken on additional roles in financial planning for our clients’ family members as well as many new clients.

She graduated from Central Washington University earning her Bachelor of Arts in Psychology and currently holds her Life, Health, Disability and Long-Term Care insurance licenses as well as her FINRA Series 63 and Series 7 licenses. Caysi oversees the day-to-day operations of our team, facilitates client’s meetings, builds financial plans and coordinates all our marketing efforts.

Caysi resides in Issaquah, WA with her husband and their two cats. In her free time, Caysi enjoys spending time outside, exercising and spending time with her family and friends.

 

 
 Charles S Zittel

Charles S Zittel, CLU®

Disability Income Specialist
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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®

Director of Planning and Logistics
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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

 
 Chris A Dime

Chris A Dime, CFP®, RICP®, ChFC®, CLU®, ChSNC®

Financial Advisor
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Chris grew up in Olympia and graduated from Pacific Lutheran University (PLU) with a BA in Economics. Simultaneously, Chris commissioned into the U.S. Army as an officer in the National Guard. Chris currently lives in Edmonds, WA with his fiancé Kayla and is excited for his wedding in August. Chris has built a team with the sole purpose of helping clients derive peace of mind in planning. 

 
 Christian J Sakamoto

Christian J Sakamoto

Financial Advisor
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Christian grew up in the South Puget Sound and went to the University of Washington’s Tacoma Campus to earn his Bachelor’s in Business Administration.  He joined Northwestern Mutual in the summer of 2015, and has had a mission to positively impact the lives of those around him; whether that’s been financially-related or not.  Christian is driven to help his clients dream big, and wants to see them succeed personally, professionally, and financially.

When Christian isn’t in the office, he enjoys spending his time woodworking, gardening, and raising his daughter Rosalie together with his wife Suzy.

 

 
 Christopher M. Kaminski

Christopher M. Kaminski, CFP®, CLU®, CLTC®

Wealth Management Advisor
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My Networks: LinkedIn

Our team has niche expertise in helping clients who work for tech firms. Specifically, Amazon, Microsoft, Google, Facebook, and various startups. We specialize in helping clients of all industries as they begin the distribution phase in retirement. Many of our clients are 5-15 years from their goal; Our niche expertise will help these clients lay all the pieces together while integrating research from the best minds within the finance industry, until we bring their goals to fruition.

 
 Colin Brian Davis

Colin Brian Davis

Associate Financial Advisor
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 Colleen M O'Donnell

Colleen M O'Donnell


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 Conner James Gehring

Conner James Gehring, CFP®, CLU®, CLTC®

Wealth Management Advisor
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My Networks: LinkedIn

http://www.connergehring.com/ 

Conner Gehring and his team primarily work with pre and post retirees whose careers are or were in the technology, medical, and business owner industries to help them get to retirement and more importantly, successfully through retirement. Working with you, Conner and his team get to know the planning you have accomplished so far, the planning you wish to achieve moving forward, and your future goals while helping to develop a time tested, mathematical strategy and retirement plan to help you live your life to the fullest.

 
 Corie Hou

Corie Hou

Associate Wealth Management Advisor
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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.

 
 Dan Rosales

Dan Rosales

Financial Advisor
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My Networks: LinkedIn

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
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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
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My Networks: LinkedIn

 
 Daniel J Winter

Daniel J Winter

Financial Advisor
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My Networks: LinkedIn

Father of five and Mentor to many! 

Dan is a Financial Advisor with Northwestern Mutual; helping clients with their financial planning for the last ten years.  Whether it is protecting your risk, accumulating wealth, or helping with the distribution of wealth, we our clients start, track, and finish what they want out of life. 

Dan has also been a basketball coach for the last decade.  Currently, he coaches at Auburn Mountainview High School.

 

 
 Daniel Ruiz

Daniel Ruiz, CFP®

Associate Wealth Management Advisor
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Daniel Ruiz joined the team in 2016. As our Associate Wealth Management Advisor, Daniel manages investment operations, assists in planning preparations, portfolio construction, insurance underwriting, and ongoing client service.

Daniel graduated with a B.A. in Finance at Western Washington University and has obtained his FINRA Series 7, Series 63, and Series 66 licenses.

Daniel grew up in the Renton area and now resides in Seattle with his boxer bred dog. He enjoys hunting, fishing, boating, golfing, and has acquired quite the green thumb over the years.

 

 

 

 

 
 Danielle Whitelow

Danielle Whitelow

Associate Financial Representative
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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.

 
 Darren Rolf Trautmann

Darren Rolf Trautmann

Financial Advisor
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My Networks: LinkedIn

My mission as a Northwestern Mutual Financial Network Representative is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients.

 
 Dave Griffith

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


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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
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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
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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.

 
 Eric Hepola

Eric Hepola


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My Networks: LinkedIn

 
 Eric J Tinnell

Eric J Tinnell, CFP®, CLU®


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My Networks: LinkedIn

Eric began his career with Northwestern Mutual through the internship program. Realizing the impact he was having on his clients' financial security planning, he decided to grow his practice full-time as a Financial Advisor with the Northwestern Mutual-Bellevue team.

Eric's approach to financial planning begins with getting to know the details of his clients' dreams and goals. He then develops a comprehensive and detailed plan that helps accomplish the dreams that are important to them.

 
 Eric Michael Shutt

Eric Michael Shutt, CLU®

Wealth Management Advisor
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Eric began with Northwestern Mutual as college intern in 1999 while attending the University of Washington.  As a Wealth Management Advisor, Eric and his team work hard to understand and stay current with the goals and objectives of their clients.  With a deep understanding of family or business needs, a plan is then developed to act as a roadmap to enable clients to achieve what is most important to them. 

Eric and his team partner with clients to create and oversee a comprehensive plan.  Such a plan may address retirement and education funding objectives, asset management, retirement plan design, integration of employee benefits and company stock and/or options, social security and Medicare, trust services and estate planning.  The result is a thoughtful plan that addresses both the probabilities in life as well as the possibilities, all done based on sound economic principles.

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

 
 Griffin J Sutich

Griffin J Sutich


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Griffin’s team specializes in optimizing his clients’ dollars who practice law, medicine or own a business. With a focus on tax-efficiency, Griffin’s team guides his clients to save and invest with pragmatism knowing that there will always be uncertainties in life that are out of our control.  

 

Jean R Oling

Financial Representative Assistant
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 Jerry F Janacek

Jerry F Janacek, CLU®

Senior Financial Representative
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As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 
 John F Unterreiner

John F Unterreiner, CLTC®

Life Insurance Specialist
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My Networks: LinkedIn

Puget Sound's Financial Advisor

“I found the values that matched my own at Northwestern Mutual.”

–John Unterreiner

John joined the Northwestern Mutual Financial Network January 1, 1997, after a 12-year career in health care and human services. Four years later he advanced to Managing Director and opened the Tacoma District Network Office.

John firmly believes in the products and services the Network offers to assist clients in meeting their financial needs. “These are the solutions I would choose for my own family,” he says.

Associations and Memberships

John is a member of GAMA International, dedicated to promoting the development of insurance and financial services professionals. He also belongs to the South Puget Sound chapter of the National Association of Insurance and Financial Advisors.

John and his wife, Alison, have lived in Gig Harbor since 1995. They have 2 wonderful children pursuing their goals in college, and a wonderful dog named Georgie; John's best buddy.

 
 John Kip O'Kelley

John Kip O'Kelley

Retirement Plan Specialist
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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
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 Joseph Darius Montgomery

Joseph Darius Montgomery

Financial Advisor
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 Juliette A M Prince

Juliette A M Prince, CLU®

Estate & Business Planning Specialist
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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

Financial Advisor
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My Networks: LinkedIn

Kai (Kaiana) Tirrell grew up in Olomana on the windward side of O’ahu. He is a Kamehameha ’04 graduate and went on to earn his Bachelors in Business Administration from University of San Diego (USD). He remains connected to the USD community in Honolulu as the Vice President of the USD Alumni Association.

In San Diego, Kai first joined Northwestern Mutual as an intern in 2012.After graduation, Kai started a career with State Farm Insurance. After gaining experience he decided to return to Northwestern Mutual to offer a comprehensive approach to financial planning, servicing clients from Hawaii to Massachusetts.

He has held a leaderships role as College Unit Director and personal mentor to new Advisors.  He enjoys spending time with his growing family (Welcome, Theodore!), outrigger canoe paddling, and being outdoors. 

 
 Kara McQuillan

Kara McQuillan

Associate Financial Representative
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Relationship Management

Kara began with Northwestern Mutual in 2009. She has worked closely with the Wealth Management Advisors she supports in all aspects of creating financial plans, recommendations and client service.  Her broad base of knowledge enables her to provide a superior level of professional advice.  She is passionate about building relationships with our clients and helping them secure their financial future.

Kara is a graduate of Pacific Lutheran University with a Bachelor's Degree in Communications/Public Relations and holds her Washington State life, disability and long term care licenses, as well as the Series-6 and Series-63 investment licenses.

Contact Kara if you would like to schedule a meeting with C.W. Middleton or Tyler Hjelseth.

 

 
 Katherine Lebioda

Katherine Lebioda, CLU®

Associate Financial Representative
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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
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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
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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
Email

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
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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
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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 Advisor
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My Networks: LinkedIn

Kian is a Montana native, and joined the Northwestern Mutual back in 2015. He joins us after completing 2 bachelor’s degrees in economics and finance from Montana State University.  Kian has a passion for helping others and strives to have a meaningful impact on his clients, community, family, and friends. Whether you’re planning for your first home, have a growing family or business, or want to explore your investment options, Kian is ready to help you create and implement an efficient and effective road map to your specific goals.

Kian also allocates a portion of his time to various committees that foster the growth and culture of Northwestern Mutual. He is a College Unit Direct for our Seattle office, and serves as a member on both our Community Involvement Committee, and Under 5-year Advisor Committee.

True to his adventurous Montana roots, Kian enjoys backpacking, backcountry skiing, and long-boarding in his free time. Connect with Kian if you’re looking for a comprehensive plan that will match your dreams and ambitions.

 
 Luis Alberto Salinas

Luis Alberto Salinas


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My Networks: LinkedIn Facebook

Luis Alberto Salinas is a Financial Advisor for the Northwestern Mutual Wealth Management Company. His mission is to be his clients biggest financial asset and their source of trust worthy financial advice through a comprehensive financial planning approach. He intends to accomplish this mission by applying the same philosophy his father taught him to grow his own business which is also a philosophy Northwestern Mutual shares. That school of thought is to always put his clients’ interests first before his own. Luis was born in Mexico but was raised in California. Graduated from Cal Poly, San Luis Obispo with a BS degree in business with a concentration in Finance and minor in Economics. He has been enjoying the four seasons of Washington since 2006. Luis also plays in an amateur soccer team, loves attending/volunteering in church events and loves to cook. 

 
 Luke Madsen

Luke Madsen, CFP®, CLU®

Wealth Management Advisor
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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
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-Marketing Assistant to Kip O'Kelley-

Marla Freeman joined the Northwestern Mutual family in 2013. Since then Marla has become a cornerstone of the Kip O’Kelley team, truly an administrative assistant extraordinaire!  Servicing accounts, calendaring, plan reporting, and compliance filing are just a few of her many roles. When our clients work with Marla, they receive the highest level of customer care and the ultimate service experience.

 

Max Milner


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 Mercer Kung Smith

Mercer Kung Smith

Associate Wealth Management Advisor
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Mercer joined Northwestern Mutual in 2010 and specializes in investment operations and advisory services. She holds her Series 7 and 66 FINRA licenses, along with Washington State Life, Health, and Disability.
Mercer graduated from Clarkson University in Potsdam, NY with her Bachelor of Science in Financial Information and Analysis degree. She enjoys spending time with her husband, James, and their dog, Pike, traveling, fitness, and saving the planet.

 
 Michael F O'Brien

Michael F O'Brien, CLU®

Wealth Management Advisor
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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
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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.

 

Michelle Luong


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Michelle can be reached at luong.michelle@nm.com.

 
 Mick Anderson

Mick Anderson, CLU®

Wealth Management Advisor
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Mick Anderson has been with Northwestern Mutual since 1981. He takes pride in helping his clients build a comprehensive financial strategy which includes estate, retirement income, asset strategies, life, disability income and long term care insurance planning. Financial planning is a life-long process. As a Northwestern Mutual Wealth Management Advisor, Mick has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, he will discover your vision for the future, your mission in life and your personal financial philosophy.


Mick was born and raised on the eastside and a graduate of Washington State University. He and his wife Carol enjoy playing golf, boating, hiking with family and friends and time at their Eastern Washington home.

 
 Mitchell A. Sasonoff

Mitchell A. Sasonoff

Financial Advisor
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Mitchell Sasonoff is a Financial Advisor at Northwestern Mutual and has been with the company since 2017. Prior to his work at Northwestern Mutual, he worked in Gonzaga's University's purchasing office, where he also earned his undergraduate degree. He graduated with a B.A. in Finance, Operations Management and Entrepreneurship. He enjoys working with individuals in the tech and education sector, as well as individuals in the medical market. Outside work, Mitchell enjoys spending time with his family and friends, getting away to warmer weather, and working out and playing basketball. He was born and raised in West Seattle, Washington and has plans of moving back there when he is older. 

 
 Mychele E Johnston

Mychele E Johnston, CFP®, ChFC®, CLU®

Wealth Management Advisor
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Mychele started her career with Northwestern Mutual in 2006. She is a Wealth Management Advisor, working with high net-worth individuals and business owners.


Born and raised in Las Vegas NV. She moved to the Seattle area in 2013. She loves living in the Northwest, spending time with her family and enjoys the outdoors and the activites the Northwest provides. Her and her fiancee are active in the boating community and love spending time boating in the Puget sound and especially the San Juan Islands.


Mychele graduated with a Bachelors degree in Finance from the University of Las Vegas NV. She has her earned her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Finacial Planning Board. She has also earned her Chartered Financial Consultant and Chartered Life Underwriter® designation from the American College.

 
 Nathaniel M. Donohue

Nathaniel M. Donohue, CFP®, CLU®, CLTC®

Wealth Management Advisor
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Nathaniel began his educational background by pursuing his undergraduate degree at Western Washington University. Nathaniel received an undergraduate degree in business administration, with concentrations in finance and operations management.
He has been a member of the Northwestern Mutual - Puget Sound family since December 2008. During that time he has worked hard to help ensure that each household he encounters is as financially secure as possible.


Designations & Certifications:

  • CFP(r) - Certified Financial Planner (TM)
  • CLTC - Certification for Long-Term Care
  • Awards & Recognition:
  • NAIFA National Quality Award
  • Million Dollar Round Table Qualifying Member
  • Mike Gish Award

 
 Nicholas Ryan Naubert

Nicholas Ryan Naubert, CFP®

Financial Advisor
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Nick was born in Oregon, and was raised there until his family moved to the Seattle area in 1987. He attended the University of Washington, graduating in 2005. After 8 year working in his family's business, Washington Archives Management, Nick began his career at Northwestern Mutual in 2013.

Today, Nick lives in the West Seattle neighborhood with his wife, Cameron. He enjoys cooking, golfing, and just about anything involved being on or near the water. Spending time fishing, crabbing, or boating with his friends and family is one of his favorite pastimes. He does just about everything with his wingman, Gamble, his 4 year old yellow Labrador.

In the fall, Nick spends most of his weekends supporting his hometown football teams, the University of Washington Huskies and the Seattle Seahawks.

 
 P Gerry Maurer

P Gerry Maurer, CLU®, AEP®, ChFC®

Estate & Business Planning Specialist
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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.

 
 Paul D Twedt

Paul D Twedt, CLU®, ChFC®

Wealth Management Advisor
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My Networks: LinkedIn

Paul grew up in West Seattle, graduated from Washington State University in 1992 and immediately joined Northwestern Mutual. After 10 years in the downtown Seattle office, he decided to build a district office in Bellingham. He is currently a Wealth Management Advisor and resides in Bellingham with his wife Kym and their four children.

He specializes in helping people adequately prepare for the replacement of their incomes and the transfers of their legacies.

 
 Raelene Jo Jeffery

Raelene Jo Jeffery, CFP®

Wealth Management Advisor
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My Networks: LinkedIn

Raelene has extensive experience in trust and investment management, having been part of Seattle’s financial community for more than 30 years. She is a graduate of Washington State University and holds an MBA degree from the University of Puget Sound. Additionally, she has earned her CERTIFIED FINANCIAL PLANNER™ certification (CFP®) designation.

 
 Rick Bravo

Rick Bravo, CFP®, RICP®

Associate Wealth Management Advisor
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 Rick Kyle Johnson

Rick Kyle Johnson


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My Networks: LinkedIn

As a Financial Advisor, Rick has found a great sense of purpose operating his own practice and impacting the financial lives of his clients. With over a decade of experience and expert specialists at his fingertips, Rick has the ability to provide his clients with innovative financial solutions and valuable guidance to help them protect and prepare for their dreams in life.

 
 Robert John Patten

Robert John Patten

Financial Representative
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 Ryan Ainsworth

Ryan Ainsworth


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Growth and Development Director

 
 Ryan E. Krohn

Ryan E. Krohn


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 Ryan Matthew Kraut

Ryan Matthew Kraut, CLTC®

Financial Advisor
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My Networks: LinkedIn

 

Sarah Z Fleming

Director of Operations and Client Service
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Sarah is the Director of Operations and Client Service for Dan Rosales. She has extensive knowledge of our insurance products and can assist with questions regarding accounts, current values, policy updates, and other customer service needs. Sarah is a native Seattleite and enjoys working with our clients to assist in their personal financial planning needs.

 
 Scott Duthweiler

Scott Duthweiler, CFP®

Associate Wealth Management Advisor
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Scott Duthweiler is our most senior associate and has been with Northwestern Mutual since 2001. He is licensed for all of your security needs and is extremely knowledgeable about all the products and services we offer. Scott takes pride in offering exceptional client service, nurtured and developed during his more than 10 years concierge experience as Guests Service Manager of the once famed Olympic Four Seasons. Scott holds his Washington State life and disability license, Series-63, Series-65, and Series-7 investment licenses, as well as his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification.

How can Scott help you?

  • Trading and Analysis
  • Securities Service Requests
  • Portfolio Rebalancing

 
 Sienna Landry

Sienna Landry

Associate Wealth Management Advisor
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Sienna joined our team in early 2016 after graduating from the University of Washington with a BA in both Law, Societies, and Justice and Sociology. She is from Northern California and after moving up to Seattle in 2012, became an enthusiast of the food and wine industries that the Pacific Northwest has to offer.

She is passionate about helping our clients in accomplishing their financial goals and protecting their futures. She provides expert guidance throughout the financial planning process.

Sienna brings exceptional enthusiasm and energy to our team dynamic and we are privileged to have her!

 
 Spencer Arceo Schulz

Spencer Arceo Schulz

Financial Representative
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I am a Financial Advisor at Northwestern Mutual. My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their definitions of financial security, then focus on solutions that can help make their financial goals a reality. I help find the right solutions for personal, family or business needs.

 
 Stephen Joseph Hill

Stephen Joseph Hill


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After graduating St. Pius X Catholic High School in Atlanta, GA, Stephen went on to study Business Management at Georgia College & State University in Milledgeville, GA. 

He worked his way up into management with the Ritz-Carlton Hotel Company beginning with the Lodge at Reynold's Plantation on Lake Oconee, GA, next Denver, CO, followed by Jupiter, FL, and most recently Lake Tahoe, CA.

Following a visit to the Pacific Northwest in 2010 Stephen finally found a place to settle.  During his role as a Corporate Sales Manager with the Seattle Mariners AAA affiliate Tacoma Rainiers he was introduced to many different financial institutions.  Taking into consideration his life long desire to have the most positive impact on people's lives possible he chose to join Norhtwestern Mutual- South Puget Sound.

 
 Steve McKechnie

Steve McKechnie

Financial Advisor
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Steve McKechnie is a 1993 Graduate of North Carolina State University (NCSU) and obtained his Master's of Science at The National Graduate School in 2011.  He served 20 years in the US Coast Guard (USCG) as a Boatcrewman, Officer, and C-130 Pilot.  Steve has served in Virginia, Florida, Texas, North Carolina, and has spent over 11 years flying in Kodiak, Alaska.

After serving his country in the Coast Guard, Steve McKechnie, wanted a new challenge and a way to help people succeed that would also be fun and meaningful.

Steve McKechnie has always had an interest in personal finance since he graduated from NCSU and has a passion to assist people on financial decisions.  Steve chose Northwestern Mutual taking advice from his older brother Scott McKechnie, a Wealth Management Advisor, who's been with the company for over 20 years.  Northwestern Mutual was the perfect fit for Steve because of their motto of "Do the right thing", integrity, and incredible people.  

Steve McKechnie is married to Trina McKechnie and has two children, Summer (22) and Davis (16). They currently reside in Anchorage, AK and Scottsdale, AZ. Steve enjoys spending time with his family, attending sporting events, traveling, fishing, and flying.  

 
 Steven Ward

Steven Ward, CFP®

Associate Wealth Management Advisor
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 Sullivan Beck Morse

Sullivan Beck Morse

Financial Representative
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Sylvia A Zittel


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 Tammy L. Weeden

Tammy L. Weeden, CLU®, ChFC®


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Tammy Weeden was born and raised in Upstate New York and has been with Northwestern Mutual since 2010.  She is a graduate of the University of Washington where she received a Bachelor of Arts in Political Science and the University of Arizona where she earned a Master of Business Administration.  Tammy is a member of the East King County Estate Planning Council and is passionate about helping individuals, families, and small business owners achieve financial security.  Tammy currently resides in West Seattle and enjoys spending time with friends and family, participating in group fitness, playing her flute, and learning the game of golf.       

Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time.

 

 
 Tanner Danks

Tanner Danks

Associate Financial Representative
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Prior to joining the Pillar Financial Group and moving to the Pacific Northwest, Tanner Danks earned his Bachelor Degree in Marketing and Advertising from Winona State University in Minnesota. He holds his Washington State life and disability insurance license.

How can Tanner help you?

  • Insurance Service Requests
  • New Insurance Applications and Underwriting Process
  • Status of Application
  • Scheduling Appointments

 
 Thang Quoc Nguyen

Thang Quoc Nguyen

Financial Advisor
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Born and raised in Seattle, WA, I have come to love this beautiful state and plan to stay here where I have built my practice and be close to my family.  I graduated from the University of Puget Sound with a Bachelor of Science in Finance and Mathematics in 2013.  I fell in love with the Tacoma area where I attended college and ultimately decided to build my practice here. 

I am passionate about helping others in the community and giving back when possible.  I am currently a Big Brother for the Big Brother Big Sister Program, where I mentor my elementary Little Brother.  I am also involved in the Seattle Brain Cancer Walk that Northwestern Mutual sponsors to raise awareness and donations for Brain Cancer.

When I am not working, I enjoy to play basketball, golf and spend time with my girlfriend and our daughter. We appreciate the beautiful hikes and beaches that Washington has to offer and explore as much as we can.

 
 Tom Howell

Tom Howell, ChFC®, RICP®, CLU®, CLTC®


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As a lifetime resident of the Puget Sound, I love being outdoors.  Hiking, skiing, wakeboarding with an occasional trip to the coast to try to learn to surf. 

When servicing my clients, I use a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. My expertise helps people:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income

 
 Tyler Hjelseth

Tyler Hjelseth

Financial Advisor
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Tyler started his career as an advisor with Northwestern Mutual in 2012 with a passion for helping individuals and businesses develop strategic financial plans to guide them in achieving their goals. He brings an integrated approach to the planning process, helping coordinate clients’ needs in tandem with their other trusted advisors such as CPAs, attorneys, and banking relationships.

Tyler graduated with a double major from Idaho State University, where he also played football. He grew up in University Place and currently resides there with his wife and two boys, Lleyton and Maddox. While not spending time with clients, Tyler enjoys watching football, playing golf, nonprofit functions, and spending time with family and friends.

 
 Wayne Su

Wayne Su


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 Will Mason

Will Mason

Associate Financial Representative
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Will Mason joined Northwestern Mutual in early 2016 and became a member of Pillar Financial Group in the Spring of 2018. Will specializes in planning for small businesses and families of all sizes. He provides strategy and insight to help clients achieve their goals and objectives at every stage of life.


Will grew up in the Northwest and moved to Seattle in 2005 after several years on the East coast. He’s had a career in wine previously and still makes that a big part of his life. He and his wife, Kaitlyn, take advantage of Seattle’s rich restaurant culture and its close proximity to the mountains whenever possible.

 
 William H Steenis

William H Steenis, LUTCF®

Senior Financial Representative
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I live with my wife Cindy. We have two grown sons and four grandchildren.

I enjoy golf, going to sporting events and traveling.

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.

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