Get To Know My Dedicated Team

Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!

Photo of Director of Operations Melanie Lim

Melanie Lim

Director of Operations

Photo of Client Relations Manager Ariel Brady

Ariel Brady

Client Relations Manager

Photo of Investment Services Coordinator Katelyn Marie Reid Avancena

Katelyn Marie Reid Avancena

Investment Services Coordinator

Photo of Director of Marketing Elizabeth Gilbert

Elizabeth Gilbert

Director of Marketing

Photo of Director of Talent Acquisition Autumn Katz

Autumn Katz

Director of Talent Acquisition

Get To Know My Dedicated Network 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 Estate & Business Planning Specialist David Katz

David Katz

CLU®

Estate & Business Planning Specialist

David Katz is a seasoned Wealth Management Advisor who provides comprehensive financial guidance to his clients. He specializes in estate planning, fee-based planning, and investments, often working with business owners. David and his team match their clients' needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products.

Photo of Long Term Care Specialist de Winter Leif Stewart

de Winter Leif Stewart

CFP®, ChFC®, CLTC®, MBA

Long Term Care Specialist

de Winter Stewart CFP® is a Financial Advisor with Northwestern Mutual, based in Los Angeles. de Winter specializes in working with attorneys, business owners, and executives across the country.
Photo of Life Insurance Specialist Suneel Garg

Suneel Garg

MBA, CLU®

Life Insurance Specialist

Our team is here to help our clients achieve their dreams financially. We work hard to build strategies and plans focused on protecting your wealth and thinking about today as well as tomorrow for you. We have some unique experiences related to income tax strategies and aligning goals to your balance sheet.