James Financial
James Jiao
Growth and Development Director
Impact, Motivation, Quality
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.
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.
Chai Pan Ngai
CFP®
Financial Advisor
There are over 300 million dreams in the Unite States. Each one of those dreams deserved to be realized and fulfilled as best as possible. Each one of our dreams deserved to have a story and a great pursuit just like what our country was built on. I want to be the guide for your goals and be on this meaningful financial planning journey with you.
Qunnie Lin
CLTC®
Financial Advisor
I began my career as a financial advisor with Northwestern Mutual in 2011. Since then, my team and I have taken pride in helping our clients with their planning needs. We specialize in comprehensive financial planning, insurance planning, retirement planning, and investments. We work primarily with professionals in tech, medicine, law, and small business owners.
Rick Hu
B.S., CLTC®, RICP®
Wealth Management Advisor
I aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.
Robert L. Kilroy
CFP®, CLU®
Wealth Management Advisor
Rob is the CEO & Founder of Point Wealth Management at Northwestern Mutual. A United States Military Academy (West Point) graduate, Rob was also a member of the Army lacrosse team. He then went on to spend 5 years as an Artillery Officer in the U.S. Army. He has spent his 20- year professional career at Northwestern Mutual helping clients gain confidence and clarity around their financial lives.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 2017.
Education
- Baruch College Finance - (Bachelor of Science)
- New York University - Financial Planning & Wealth Management (Certification)