Get to know our leadership team

Leadership at the Walnut Creek office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Rachel Buchanan

Rachel Buchanan

Managing Director

As a Managing Director at Northwestern Mutual, Rachel seeks to empower her team to lead well and our community to make vital financial decisions. Her leadership path began at Northwestern Mutual in 2008. First, as the Director of Network Office Supervision, to six years later appointed the COO, the first-ever female Chief in the 150 years of the San Francisco Office. Rachel was responsible for determining strategic plans that support our annual organizational goals. She was also the head of our Diversity & Inclusion Council; her goal was to help build a firm comprised of Advisors that mirror the community we serve with diversity and gender equality as a top priority. In 2022, She was appointed Managing Director of our Walnut Creek Office. She has sought to better this incredible organization throughout her tenure at Northwestern Mutual. Her focus has centered on building a culture of inclusion and community involvement.
Photo of Financial Advisor Matt Langseth

Matt Langseth

Financial Advisor

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and helping to achieve wealth preservation to help people build a strong financial foundation for their lives.
Photo of Growth and Development Director Austin Nichols

Austin Nichols

Growth and Development Director

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and helping to achieve wealth preservation to help people build a strong financial foundation for their lives.
Photo of Growth and Development Director Brendan McGuigan

Brendan McGuigan

Growth and Development Director

I specialize in working with driven, successful professionals looking for financial education,and a long-term relationship. My team and I focus on helping people build a strong financial foundation for their lives.
Photo of Field Director David Miller

David Miller

Field Director

Everyone deserves individual attention to achieve their financial goals. I'll work collaboratively with you over the years to help ensure you achieve them.
Photo of Financial Advisor Josue Rodriguez

Josue Rodriguez

Financial Advisor

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Photo of Financial Advisor Jeremy Gee

Jeremy Gee

Financial Advisor

Jeremy's practice works closely with compassionate individuals who are dedicated to planning for a better future. Jeremy specializes in combining world-class insurance along with internationally recognized investments to better individual's financial futures.
Photo of Financial Advisor Alex Icaza

Alex Icaza

Financial Advisor

Alex's practice helps individuals achieve a more secure future for themselves, their families, and businesses through a comprehensive planning process. Alleviate financial stresses, and address those issues by the use of creative solutions to achieve financial goals in a tax efficient way.
Photo of Director of Development Samantha Johns

Samantha Johns

Director of Development

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Lauren Cuny

Recruiter

Photo of Recruiter Kristian Zuno

Kristian Zuno

Recruiter

Photo of Sales Execution Team Leader Nataly Hernandez

Nataly Hernandez

Sales Execution Team Leader

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