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 Associate Financial Representative Samantha Houmi Kim I

Samantha Houmi Kim I

Associate Financial Representative

Samantha joined Northwestern Mutual in 2022 and graduated from UC Riverside in 2021. She was previously in the medical device industry until she decided to move into the financial planning industry. Samantha's hobbies include working out and trying new restaurants. She currently resides in Costa Mesa.

E F

Egbert C Francisco

BBA

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 Brian Rados

Brian Rados

CFP®

Wealth Management Advisor

As a Financial Advisor for Northwestern Mutual, Brian specializes in comprehensive financial planning to help his clients accomplish their most important goals. He is passionate about establishing strong relationships with his clients and working with them on a personal level. Brian also serves as a mentor to several new advisors and representatives.

Photo of Wealth Management Advisor Matthew Farrell

Matthew Farrell

CFP®

Wealth Management Advisor

Matt Farrell specializes in providing strategic guidance that enables physicians, attorneys, and closely held business shareholders to meet their financial goals. Through a collaborative process, Matt helps clients establish a holistic financial plan based on what they value instead of what they own.

Photo of Disability Income Specialist Michael Jacob

Michael Jacob

ChFC®

Disability Income Specialist

Financial growth doesn’t happen by chance; it results from strategic planning. With 18 years of experience as a Wealth Management Advisor, Mike Jacob can provide such planning. Whether you aim to protect, grow or transfer wealth, he understands how wise financial planning can enhance your future. He often works with business owners, lawyers, and physicians to help achieve their financial goals.

Photo of Wealth Management Advisor Spencer Way

Spencer Way

CLU®, ChFC®, CASL®, CLTC®

Wealth Management Advisor