Associates

 

The success of our financial representatives is important to us. We foster an environment that allows our representatives the opportunity for planned and continuous growth because we know that our success as a group is a direct reflection of their individual success. We take great pride in their accomplishments and share in their enthusiasm and drive.

Meet our Field Directors:


 

 

 Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an 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 corporation

Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an 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.

 

Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an 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.

 

 
 Alex Thomas Fitch

Alex Thomas Fitch

Financial Advisor
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Portland, Oregon

 

Alex Tiefenthaler

Financial Representative
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My Networks: Facebook

 
 Andrew Thomas Usher

Andrew Thomas Usher

Financial Advisor
Email

My Networks: LinkedIn

Portland, Oregon

 
 B Wade Garber

B Wade Garber, CFP®, AEP®, CLU®, REBC®, RHU®

Estate & Business Planning Specialist
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My Networks: LinkedIn

Portland, Oregon

 
 Ben J Kalina

Ben J Kalina, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor
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My Networks: LinkedIn

Medford, Oregon

 
 Brian J Little

Brian J Little, CLU®, CFP®

Wealth Management Advisor
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My Networks: LinkedIn

Portland, Oregon

 
 Charlene Marie Quaresma

Charlene Marie Quaresma

Financial Advisor
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My Networks: LinkedIn Facebook

Portland, Oregon

 
 Charlie Burns

Charlie Burns

Financial Representative
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My Networks: LinkedIn

Portland, Oregon

 
 Clayton Roberts Cooper

Clayton Roberts Cooper

Wealth Management Advisor
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My Networks: LinkedIn Facebook

Portland, Oregon

 
 Clinton M Bell

Clinton M Bell, CFP®, RICP®, CLU®

Financial Advisor
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My Networks: LinkedIn

Lake Oswego, Oregon

 

 
 Dan A Leary IV

Dan A Leary IV

Wealth Management Advisor
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My Networks: LinkedIn Facebook

Portland, Oregon

 
 Evan Ray Timperley

Evan Ray Timperley

Financial Advisor
Email

My Networks: LinkedIn Facebook

Lake Oswego, Oregon

 
 Garrett Charles Kelly

Garrett Charles Kelly

Financial Representative
Email

My Networks: LinkedIn

Portland, Oregon

 

 
 Gaylord E Davis

Gaylord E Davis

Financial Representative
Email

Portland, Oregon

 

 

 
 Grant Timperley

Grant Timperley

Financial Advisor
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My Networks: LinkedIn Facebook

Vancouver, Washington

 
 Gregg Gerald Goulet

Gregg Gerald Goulet, CFP®

Wealth Management Advisor
Email

Portland, Oregon

 
 Hsin-Cheng Kuo

Hsin-Cheng Kuo, MBA, CFP®

Financial Advisor
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My Networks: LinkedIn

Portland, Oregon

 
 Jacob Sean Meek

Jacob Sean Meek


Email

My Networks: LinkedIn

 
 Jared Lloyd Dairy

Jared Lloyd Dairy

Financial Advisor
Email

My Networks: LinkedIn

Bend, Oregon

 
 Jay D Gilberg

Jay D Gilberg, MBA, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor
Email

My Networks: LinkedIn

Vancouver, Washington

 

 
 Jordan Paul Fenchel

Jordan Paul Fenchel

Financial Advisor
Email

Portland, Oregon

 
 Kara L Smith

Kara L Smith, MBA


Email

My Networks: LinkedIn Facebook

 
 Keith A Dragoo

Keith A Dragoo, CASL®

Wealth Management Advisor
Email

My Networks: LinkedIn Facebook

Corvallis, Oregon

 

 

 
 Ken S Brooks

Ken S Brooks, CLU®, LUTCF®

Financial Representative
Email

Portland, Oregon

 

 

 
 Kevin T. Sailor

Kevin T. Sailor, CFP®, CLU®

Wealth Management Advisor
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My Networks: LinkedIn Facebook Twitter

Lake Oswego, Oregon

 
 Kim Herron

Kim Herron

Financial Advisor
Email

My Networks: LinkedIn

Lake Oswego, Oregon

 

 
 Kristie J Hill

Kristie J Hill

Financial Advisor
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My Networks: LinkedIn Facebook

Portland, Oregon

 
 Leighton E Staehle

Leighton E Staehle, CLU®, ChFC®, CASL®

Wealth Management Advisor
Email

My Networks: LinkedIn Facebook

Lake Oswego, Oregon

 

 
 Lina A Alvarez

Lina A Alvarez

Financial Representative
Email

My Networks: LinkedIn

Vancouver, Washington

 
 Linet Samson

Linet Samson, MAM

Financial Advisor
Email

My Networks: LinkedIn

Coos Bay, Oregon

 
 Luke McAllister

Luke McAllister


Email

My Networks: LinkedIn Facebook

 
 Mark C Meek

Mark C Meek, MBA

District Director
Email

My Networks: LinkedIn Facebook

Portland, Oregon

 
 Matt Benjamin

Matt Benjamin, MBA, CLU®

Wealth Management Advisor
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My Networks: LinkedIn Facebook

 
 Matthew David Muralt

Matthew David Muralt, CLU®, ChFC®

Financial Advisor
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My Networks: LinkedIn Facebook

Lake Oswego, Oregon

 
 Michael R Kelly

Michael R Kelly, CLU®

Financial Advisor
Email

My Networks: LinkedIn

Portland, Oregon

 
 Michael R Willig

Michael R Willig, CLU®

Disability Income Specialist
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My Networks: LinkedIn

Lake Oswego, Oregon

 
 Michael W Atterberry

Michael W Atterberry, ChFC®, CLU®, RICP®

Wealth Management Advisor
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My Networks: LinkedIn Facebook

Eugene, Oregon

 
 Morgan Shull

Morgan Shull

Financial Advisor
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My Networks: LinkedIn

Portland, Oregon

 
 Nancy E Kelly

Nancy E Kelly, CLU®, CASL®, ChFC®

Long Term Care Specialist
Email

My Networks: LinkedIn

Portland, Oregon

 

Nancy Lynn Sallee


Email

 
 Panos John Lampros

Panos John Lampros, CLU®, ChFC®, CASL®

Financial Advisor
Email

My Networks: LinkedIn

Portland, Oregon

 

 

 
 Phil Michael DuPont

Phil Michael DuPont

Financial Advisor
Email

My Networks: LinkedIn Facebook

Portland, Oregon

Salem, Oregon

 
 Robert London

Robert London


Email

My Networks: LinkedIn

 
 Ronald Scott King

Ronald Scott King

Financial Representative
Email

Lake Oswego, Oregon

 

 

 
 Sandi Jo Goddard

Sandi Jo Goddard, CLU®, ChFC®

Financial Advisor
Email

My Networks: LinkedIn Facebook Twitter

Portland, Oregon

 

 

 
 Seth Weinstein

Seth Weinstein

Life Insurance Specialist
Email

My Networks: LinkedIn Facebook Twitter

Lake Oswego, Oregon

Portland, Oregon

 
 Steve Melrose

Steve Melrose, CLU®, ChFC®

Financial Representative
Email

My Networks: LinkedIn

Portland, Oregon

 

 

 
 Thomas Jensen

Thomas Jensen, MSc, CFP®

Wealth Management Advisor
Email

My Networks: LinkedIn

Portland, Oregon

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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