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 Robert Baggett

Adam Robert Baggett

Financial Advisor
adam.baggett@nm.com

My Networks: LinkedIn Facebook Twitter

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.

 
 Andrew J Hepola

Andrew J Hepola

Financial Representative
andrew.hepola@nm.com

 

Andrew L Irwin

Financial Representative
andy.irwin@nm.com

 
 Austin Neufeld

Austin Neufeld

Financial Representative
austin.neufeld@nm.com

My Networks: LinkedIn

 
 Bradley W Mitchell

Bradley W Mitchell

Financial Advisor
brad.w.mitchell@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

Financial Representative
carson.hill@nm.com

My Networks: LinkedIn

 
 Caysi R Mason

Caysi R Mason

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.

 
 Christopher M. Kaminski

Christopher M. Kaminski, CFP®, CLTC

Wealth Management Advisor
chris.kaminski@nm.com

My Networks: LinkedIn

 
 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.

 
 Daniel E Gatien

Daniel E Gatien

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.

 
 David H Burnett

David H Burnett

Financial Advisor
david.burnett@nm.com

My Networks: LinkedIn

 
 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

 
 Eric Michael Shutt

Eric Michael Shutt

Wealth Management Advisor
eric.shutt@nm.com

 
 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

 
 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.

 
 Keith Foe

Keith Foe, CFP®, CPA, CLU®, CFA

Wealth Management Advisor
keith.foe@nm.com

My Networks: LinkedIn

Keith Foe joined Northwestern Mutual in 2002.  He earned an undergraduate degree in Finance and an MBA in Finance through the University of Washington.  Keith has also obtained his CFP®, CLU®, and ChFC® designations through the American College, which serves as evidence of his commitment to provide excellent advice to his clients.  Keith is also a Certified Public Accountant (CPA).  He specializes in retirement planning, insurance, and investment management.

 
 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®

Wealth Management Advisor
kevin.kent@nm.com

My Networks: LinkedIn

Kevin Kent graduated in 1984 with a BA in Business Administration from Washington State University. Has been with NML since 1984 and has held a variety of positions including Branch Office Manager and Wealth Management Advisor. Kevin lives in Sammamish, WA with his wife and two daughters.

 
 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.

 
 Michael Joseph Incrocci

Michael Joseph Incrocci

Financial Representative
mike.incrocci@nm.com

My Networks: LinkedIn

 
 Nicholas Ryan Naubert

Nicholas Ryan Naubert

Financial Advisor
nicholas.naubert@nm.com

My Networks: LinkedIn Twitter

 
 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.

 
 Paul D Twedt

Paul D Twedt, CLU®, ChFC®

Wealth Management Advisor
paul.twedt@nm.com

My Networks: LinkedIn

 
 Richard F Abell

Richard F Abell, CLU®

Senior Financial Representative
richard.abell@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

 
 Samuel Yehuda Goldberg

Samuel Yehuda Goldberg

Financial Advisor
samuel.goldberg@nm.com

My Networks: LinkedIn Facebook

 
 Wesley Tyrone Burns

Wesley Tyrone Burns, CFP®, CLU®

Wealth Management Advisor
wesley.burns@nm.com

My Networks: LinkedIn Twitter

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 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

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