Cory A Mahaffey
Wealth Management Advisor|MBA, CLU®, CFP®
Meet My Strategic Partners
Our mission is to help you identify how you can start planning your path to financial security so you and your family can live the life you dream of with courage and purpose.
I work with a Network of Specialists who leverage each other's talents and networks to help you achieve financial security.
Robert Metler
MBA
Managing Director
Rob joined Northwestern Mutual in 2011 as the Director of Finances & Operations. After three years, he moved into the role of Chief Development Officer, and in 2018 became the Managing Director of the
Lake Oswego office.
He specializes in helping families and business owners navigate the complexities of turning a career’s worth of hard-earned savings into an optimized, tax-efficient retirement strategy.
Thomas Jensen
MSc, CFP®
Wealth Management Advisor
Thomas has been in the financial services industry for 20+ years. He has a curious obsession with numbers and enjoys solving complex problems.
He specializes in working with career focused professionals who are nearing or in retirement. Thomas’ team focuses on investments and provides clarity and direction through education and accountability.
Meet My Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kimberly Rhoe
Chief Marketing Officer
Kim has over 13 years of experience in the financial services industry. She has taken her knowledge in the corporate sector to develop advisors at the firm level and now focuses her efforts to grow a national practice with top advisors.
Elyse Bunkers
Associate Financial Representative
Elyse /el-lis/ is responsible for ensuring the integrity of our clients’ experience, including regular and on-going communication. Behind the scenes you will find Elyse working closely with our advisors to develop and refine financial plans. She holds her Series 6 and 63 securities registrations and is life and health licensed in OR.
Jared Gordon
Financial Planning Associate
Jared supports financial advisors by gathering and analyzing client data, developing financial plans, and preparing recommendations that align with our clients' financial goals.