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 Investment Operations Associate Nate Sandoval

Nate Sandoval

Investment Operations Associate

Photo of Client Relations Coordinator and Office Manager Aurora Abundes-Jones

Aurora Abundes-Jones

Client Relations Coordinator and Office Manager

B K

Bradley Kassis

New Business Coordinator

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 Wealth Management Advisor Josh S Albert

Josh S Albert

CFP®, ChFC®

Wealth Management Advisor

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Photo of Founder & Wealth Management Advisor Kevin Roberts

Kevin Roberts

CLU®, ChFC®, CLF®

Founder & Wealth Management Advisor

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Photo of Financial Advisor Miles Bell

Miles Bell

Financial Advisor

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Photo of Co-Founder and Financial Advisor Dallas Gilbert

Dallas Gilbert

Co-Founder and Financial Advisor

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Photo of Financial Advisor Rich Meyers

Rich Meyers

Financial Advisor

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