Get to know my dedicated 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.

Photo of Financial Advisor David Michael Miller

David Michael Miller

Financial Advisor

Everyone deserves individual attention to achieve their financial goals. I'll work collaboratively with you over the years to help ensure you achieve them.
Photo of Director of Administrative Development Samantha Jessica Johns

Samantha Jessica Johns

Director of Administrative Development

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Advisor Brendan Hugh McGuigan

Brendan Hugh McGuigan

Financial Advisor

I specialize in working with driven, successful professionals looking for financial education,and a long-term relationship. My team and I focus on helping people build a strong financial foundation for their lives.

Photo of Co-Founder and Private Wealth Advisor Patrick K. Williams

Patrick K. Williams

CFP®, ChFC®

Co-Founder and Private Wealth Advisor

Patrick Williams is a Financial Advisor with Northwestern Mutual. He started his career at Northwestern Mutual in 2010 after graduating from San Francisco State University. In 2013, he was appointed as College Unit Director, then appointed Managing Director in our Northwestern Mutual-Silicon Valley Office in January 2015. He specializes in strategic financial planning at all stages in life.

Photo of Wealth Management Advisor Christopher Robert Leon

Christopher Robert Leon

CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor

I specialize in working with driven, successful professionals looking for financial education, and someone to partner with for their comprehensive financial needs. My team and I focus on tax efficiency and asset accumulation to help clients build a strong financial foundation.

Photo of Financial Advisor Austin Nichols

Austin Nichols

Financial Advisor

I specialize in comprehensive planning designed to achieve goals efficiently and efficiently. That includes retirement, nonqualified, investment, education and risk management planning. I am very passionate about what I do and care about helping you achieve your goals.
Photo of Financial Advisor Amy E. Nielsen

Amy E. Nielsen

RICP®

Financial Advisor

Photo of Wealth Management Advisor William Richardson III

William Richardson III

CFP®

Wealth Management Advisor

Photo of Jerome W Burton

Jerome W Burton

A Bay Area Native, my value as an advisor is to help our clients with financial accountability using our comprehensive planning, rich digital platform, and a promise to help achieve their goals. I primarily work with young couples, single professionals, and rising established families who consider themselves "savers" or "spenders", have mutual respect, and are open and available to receive advice.