Physicians Nationwide
Reid Matsushima
Wealth Management Advisor|CFP®, CLU®, ChFC®
Our Practice
Mission
Empowering our clients & community to help them live with peace of mind in achieving their financial goals, from the mundane to the extraordinary. Utilizing our specialized expertise to guide clients in creating an integrated financial roadmap for their families & their futures.
Service
We understand when you work with us, you are trusting us to help you accomplish your goals. We take customer service very seriously. Together, we are strongly committed to providing exceptional customer service to al of our clients.
We will respond promptly if you need anything, such as: rescheduling an appointment, changing your account or policy, or filing a claim.
Get to know our 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.
Taylor Nicole Bair
Operations Manager
Taylor has been with Northwestern Mutual for over five years and in her 3rd year working with Reid. Taylor graduated with Honors from Concordia University in Portland, OR with a degree in psychology. She is responsible for the Team's operations, building comprehensive financial plans for clients, and managing the insurance business side of the practice.
"In a short time, Taylor has breathed new life into our practice and changed our trajectory with her drive, vision, and commitment to excellence." - Reid Matsushima
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.
Chantel Bonneau Stewart
CFP®, ChFC®, CLU®, RICP®, WMCP®
Wealth Management Advisor
I help my clients make sense of this complicated financial world so that they can achieve their important financial goals now and in the future. I often partner with doctors, tech industry professionals, and women in business to help them develop sound financial strategies. I can also be seen in publications such as Forbes, USA Today, and Reuters Money promoting the power of financial planning.
Marcus R Boland
CLU®, ChFC®, CFP®, AEP®, CPWA®
Private Wealth Advisor and Founder
Marcus joined Northwestern in 1995 & works with clients to provide financial guidance. Marcus & his family reside in Honolulu & enjoy the outdoors. He is active in his community & has served on several organizations’ boards. He is a current Member & Past president of the Hawaii Estate Planning Council & Financial Planners Association & Waikiki Aquarium
Here are our areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Insurance Protection Strategies
Wealth Management
Multigenerational Planning
Estate Planning
Lending a hand in our community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Honolulu Professionals Foundation
Inspired by his Rotary club to give back, Reid and friends founded the Honolulu Professionals Foundation. HPF is a fun group of growing professionals dedicated to building a lasting positive legacy in the community through strategic partnerships and giving. Since its start in 2008, HPF has raised over $400,000 for other local charities.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
