Associates

The success of our financial representatives is important to us. We foster an environment that allows our representatives the opportunity for planned and continuous growth because we know that our success as a group is a direct reflection of their individual success. We take great pride in their accomplishments and share in their enthusiasm and drive.

 

Arthur Carlo Valdes

Financial Representative
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 Brady Brewster

Brady Brewster

Financial Advisor
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My Networks: LinkedIn

Brady grew up in Palm Springs until moving to Orange County to start his life as a college student. At Biola University, Brady followed his two biggest passions by studying business and actively participating in a variety of social clubs. A member of the Track and Field Team and as a Associated Students Senator, Brady's leadership abilities stood out from an early age. In 2015, he graduated from Biola with a Bachelor's degree in Business Managment

Brady's background in business and life long interest in finance– paired with his affinity for people – inspired him to start a career in financial services. Prior to graduating from Biola, Brady started the next chapter of his life at Northwestern Mutual as a part of their top 10 nationally ranked internship.

Brady currently resides in Costa Mesa with his wife, Marisa, whom he met through his work at Northwestern. During his free time, he can often be found traveling with family and friends. Additionally, Brady and Marisa are involved in their community and church, Rock Harbor.

Brady joined Northwestern Mutual in 2013. Today, he runs a successful financial planning practice in Orange County. Brady specializes in providing strategic, comprehensive advice to help successful professionalsattorneys, physiciansbusiness owners, and millennialsmeet their financial goals. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions

 
 Brett Bissell

Brett Bissell, CLU®, ChFC®, CFP®

Wealth Management Advisor
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Brett brings over twenty years of professional experience in the financial industry spanning all levels of business and personal planning analysis. He became a financial representative so that he could make a more direct impact on the lives of individuals, families, and small business owners as they embark on the sometimes intimidating task of preparing their future. The long-term associations Brett has with his clients are core components of his business. Earning and preserving these relationships make Brett’s work fulfilling.
Brett currently lives in Rossmoor, CA with his wife Kimberly and three children, Kara, Cade, and Camille.
Faith and family are priorities for Brett and he is often found watching his active kids participate in soccer, football and singing. In his personal time he enjoys playing golf, reading, traveling with Kimberly and spending time with good friends.
Brett is a member of Seacoast Grace Church, Long Beach Yacht Club and Old Ranch Country Club.

 
 Brian Rados

Brian Rados

Field Director
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Brian was born and raised in San Pedro, California. He currently resides in Ladera Ranch with his wife, Anne, and their son, Alexander.

When he is not working, he spends quality time with family and friends, often enjoying outdoor activities including golf, fishing and boating. He also appreciates traveling and learning about other cultures – especially their local cuisine and fine wine. 

Following his older sister Shanna's footsteps, Brian graduated from the University of Southern California. He is an avid fan of Trojan Football and can often be found cheering on his alma mater at the Coliseum. He continues to support the University as a member of the Trojan Legacy Circle, whose aim is to sustain USC's legacy of top tier education for generations to come.

 
 Douglas Veling

Douglas Veling, CLU®, ChFC®, CASL®

Financial Advisor
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My Networks: LinkedIn

 
 Ernie Medina

Ernie Medina, CLTC®

Financial Advisor
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Ernie is a Financial Advisor of Northwestern Mutual. He has been serving clients across the United States since 2011 . Ernie has an abudance of diverse experience that contributes to the firms practice; including a specialty in asset management and distribution planning.

Ernie lives in Orange, CA. When he is not helping his clients achieve financial success, he is spending his time practicing martial arts. Ernie has had the honor of training and teaching martial arts in various parts of the world for over 25 years. Ernie is currently involved in leadership roles throughout Irvine and Ladera Ranch.

On his down time, he really enjoys spending time with his dog Starla and going on hikes. He also enjoys going to baseball games and snowboarding. Part of his daily routine is working out. He's an early bird who is up and running as early as possible.

 
 Gary A Pluchino

Gary A Pluchino, CLU®, ChFC®, CLTC®


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Resident of Glendora, CA with wife, Karen, Our son Anthony graduated from the University of La Verne with a B.A. in Business and my daughter Mary Jo graduated with a B.S in Child Development from UC Fullerton. Also with a Masters Degree in Digital Education from Azusa Pacific University

Musician for 30 years (saxophone, clarinet & flute). I enjoy working out.

 
 Jeff A Wells

Jeff A Wells, CLU®, ChFC®, CASL®, AEP®, CLTC®

Financial Advisor
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I am a current resident of San Dimas with my wife Brenda and daughter Erika. I have four grown children, Eric, Brandon, Tera and Jessika. We have 2 beautiful granddaughters, Manaia and Nohea.

My first love is for my family. I am blessed by my relationship with God and actively involved with Christ Church of The Valley through the book study ministry.

I am a member of the San Dimas Swim and Racquet Club, where I play racquetball regularly. I enjoy walking my dogs and the fun they bring into our family. I love flying and I am licensed private pilot. Also I am a member of the Civil Air Patrol and the AOPA (Aircraft Owners and Pilot Association). I enjoy reading, traveling, as well as participating in charitable events.

 
 Jessica Aliotti

Jessica Aliotti, CFP®, CLU®, ChFC®

Financial Advisor
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My Networks: LinkedIn

Jessica joined Northwestern Mutual as a Financial Advisor in 2014.  Her greatest professional achievements can be measured by the impact she has on her clients’ lives and financial security. Jessica holds her Series 6, 7, and 63 FINRA registrations, as well as a CFP and CLU designation. In 2016 & 2018, Jessica was recognized as the #1 ranked advisor as compared to her peers in the Western Region of the United States.  She was #2 in 2017, and was recently ranked #7, nationally, in 2018.
Jessica received her B.A. from St. Mary's College of California with a major in Communication and minor in Kinesiology, graduating Cum Laude.  She was a member of the Division I women's soccer team all four years, and it was at SMC where she met her husband, Anthony, who was a three-year starter on the St. Mary's baseball team, before going on to play for the Oakland Athletics organization for seven seasons. Jessica and Anthony reside in Lake Forest with their daughter, Gia.

 
 Jon Lugo

Jon Lugo, CLTC®


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Jon was born and raised in Saratoga, CA. He was fortunate to meet his wonderful wife through his early college years at CSUF. He then went on to finish his degree at SJSU. Jon and Christine were married in 2009 in Laguna Beach and currently reside in Laguna Hills. Their first son, Xavier James Lugo, was born in October 2015 and has changed their lives forever. Christine and “Baby X” are the lights of Jon's life. The Lugo family are members of Mariners Church, Irvine, and Salt ?Church, OC, and are involved in various Type One Diabetes Foundations, such as JDRF and PADRE to support other T1D families and children like Baby X. Jon is also a volunteer musician at Salt Church and Mariners. Outside of the office, you might catch Jon playing the guitar on Sunday morning at Salt Church, or playing the drums on Thursday night at Mariners. Christine and Jon enjoy spending time in Laguna Beach, traveling, wine, good food, and good friends.

Jon joined Grimm Bissell Wealth Management and Insurance Services in 2018 after 5 years of operating his private practice. Jon works with attorneys, physicians, business owners, and affluent families throughout California and across the U.S. to help them build, preserve, and pass along their financial legacies. Through a Network of Specialists, Advisory Team, Centralized Financial Services Team, and resources including Advanced Planning Attorneys and CPAs, Jon and his team will help find the solution for anything their clients may encounter. They are committed to providing exceptional client experiences and service by offering wide array of financial services and resources. 

 

 

 

 
 Jon Quirk

Jon Quirk, CLTC®

Financial Advisor
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Born in Southern California, Jon was raised in Laguna Niguel and attended Santa Margarita Catholic High School. His passions include music, soccer and exploring the outdoors. Jon earned the rank of Eagle Scout a year before attending University of Nebraska – Lincoln, where he pursued an Architecture degree.

 

Now, Jon enjoys traveling to new places while photographing his travels. He also spends time watching Chelsea Football Club, playing soccer with his friends, and playing various musical instruments, most notably the piano and percussion.

 
 Jose Hernandez-Gomez

Jose Hernandez-Gomez

Financial Advisor
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Jose joined Northwestern Mutual, Irvine in 2017 as a Financial Advisor and has spent the past few years working to develop long term relationships with his clients by providing expert guidance in financial planning.

In 2013 after his involvement assisting self-represented individuals in the areas of family, housing, and contract law at the Long Beach Courthouse, Jose felt the need of educating the Business and Hispanic communities to achieve a complete understanding in financial and estate planning, to provide basic and advanced guidance on a wide range of estate, postmortem, and tax planning issues. 

Jose’s focus on helping businesses and protecting families extends from his philosophy that most families and successful businesses are created with an idea and grown with hard work.  But it takes foresight and a comprehensive plan for families and these businesses to outlive their founders. 
 
Jose and his team can help by identifying your financial and estate planning needs, to then addressing those needs with a wide range of insurance and investment solutions.
 
When he’s not at work, Jose enjoys his family time and traveling. In his free time, Jose can be found enjoying the outdoors by enjoying the beach and an occasional game of basketball.

 
 Kevin Du Pree

Kevin Du Pree, CLU®

Business & Estate Planning Specialist
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Kevin DuPree specializes in providing strategic guidance that enables attorneys, closely held business shareholders and Fortune 500 executives to meet their financial goals. Through a collaborative process, Kevin helps clients establish a holistic financial plan based on what they value instead of what they own.

A key component to Kevin's success is open and honest communication. Through personal meetings, Kevin approaches every client relationship with a long-term vision that will endure and grow as each individual's personal and financial needs evolve.

With a degree from the California State University Long Beach, Kevin DuPree joined Northwestern Mutual in 1992. From 1997 to 2005, he served as the District Managing Director for Northwestern Mutual - Irvine, where he currently maintains a successful office and team of professionals.

With over 20 years of experience, Kevin DuPree continues to provide quality service and expert strategic planning for his clients.

Kevin lives in Irvine, California with his wife Evelyn. They have three children, Kolton, Kailah, and Kendall.

 
 Matthew Farrell

Matthew Farrell

Financial Advisor
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 Matthew Greiner

Matthew Greiner, CLTC®

Field Director
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My Networks: LinkedIn

As a Financial Advisor and Field Director for Northwestern Mutual, Matthew’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Matt works with clients to identify their most important financial goals and then focuses on personalized solutions that can help make those financial goals a reality. As a part of the Leadership team, Matt is focused on the attraction, education and mentoring of new advisors to ensure strong career development.

Matt earned his Bachelor’s Degree in Finance from Cal State Fullerton. He was born and raised in Riverside, California and currently resides with his beautiful wife, Heather in Newport Beach. Matt has a passion for helping others and training Brazilian Ju-Jitsu. On the weekends in good weather, Matt can be found on a Duffy boat in the Newport Beach Marina with family and friends or catching some live music in Laguna. He is an avid traveler and passionate about immersing himself in other cultures.

 
 Megan Graham

Megan Graham, B.S.

Financial Advisor
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My Networks: LinkedIn

Megan grew up in the San Fernando Valley and moved to Orange County to pursue her degree in Criminology and Law from UC Irvine.  She started  her financial advising career six years ago in Irvine, California.  She’s convinced that starting her own business has been the hardest thing yet the best thing she’s ever done. Personally, Megan spends most of her time with her family or listening to country music by the beach with close friends. She takes her personal and professional relationships seriously and is looking forward to growing both areas of her life in 2019.

 
 Michael Jacob

Michael Jacob, ChFC®

Disability Income Specialist
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Mike Jacob has been helping medical professionals, attorneys, and closely held business owners with strategic financial guidance for over 17 years. Mike is passionate about helping clients achieve financial security through a collaborative process that begins with asking questions imperative to understanding their desired financial outcomes.

 Mike Jacob grew up in Mission Viejo and earned his undergraduate degree from Northwestern University in Evanston, Illinois. He currently resides in Irvine, California with his wife, Christa, whom he met in high school, and their two daughters, Paige and Emery. A former nationally competitive swimmer, Mike continues to lead an active life. When he and Christa aren't cheering on their daughters at swimming or gymnastics, they enjoy family bike rides, hikes and afternoons at the swimming pool.

 Mike attends Saddleback Church and stays close with his family.

 http://www.mikejacob.com

 
 Natalie Sauer

Natalie Sauer

Financial Representative
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Natalie joined the Northwestern Mutual team in early 2018. For most of her professional career, Natalie worked as the event director at country clubs, helping couples, families, and individuals plan weddings, reunions, anniversaries, meetings, seminars, fundraisers, holiday parties, and other private events. By focusing on listening and getting to know her clients, Natalie was able to create one of a kind packages and events for her clients, while also considering their budgets. Through this relationship building process, Natalie was able to work with many clients over and over again. She takes a similar approach to planning for her clients’ financial futures by focusing on what they really want to accomplish and what they can logically do to get there. She loves learning to continue to better herself for her clients and holds her Series 6 and 63 FINRA registrations.

Natalie is passionate about many organizations in So Cal. She sits on the board of the Red Shoe Society, Long Beach, the young professionals group that raises funds and advocates on behalf of the Long Beach Ronald Mc Donald House as well as Northwestern Mutual’s philanthropy committee. She participates in 5k walks or golf tournaments throughout the year to support her friends and community, most recently JDRF, Alzheimer’s OC, and aMAYZing kids. Giving back to the community is one of her favorite ways to spend time with people she cares about while doing something worthwhile.

Natalie is a Southern California native. She received her B.A. from California State University, Long Beach with a major in Interpersonal and Organizational Communication. She and her husband, Matt, reside in Costa Mesa with their adorable dog, Bailey. When she is not at work, she spends time with Matt, Bailey, her family, and friends. You can find her golfing, hiking, working out, volunteering, attending the occasional Ducks hockey or Chargers football game, or traveling when she can sneak away for a few days.

 
 Nick Socha

Nick Socha, CFP®, CLU®, ChFC®

Financial Advisor
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Nick is a California native and moved from his hometown in San Diego to Orange County in 2013 to begin his financial planning practice with Northwestern Mutual. He has been expanding his business and providing world-class financial services to his clients up and down the West Coast ever since. He married his wife Kassi in 2017 and they now live in Costa Mesa, CA and love being active in their community.

In their free time, they love to travel (ask Nick about Iceland, Bali, Tanznia, or Singapore) and are active with their church and several local non-profits. Nick also enjoys getting to spend intentional time with clients outside of the office. Some of his favorite events have been the most recent Rose Bowl games, family day at the movies, and craft whiskey tasting.

 
 Patrick Stoll

Patrick Stoll, CFP®, RICP®

Wealth Management Advisor
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Patrick has been married to his high school sweetheart, Maria, since 1989. They have lived in Capistrano Beach since 1999, raising their three boys, Tyler, Ryan, and Connor, to be men of integrity that can make a difference in the world. Tyler and Ryan have both graduated from the University of San Diego with accounting degrees and have launched their professional lives, while Connor attends San Clemente High School.

Patrick and Maria enjoy spending time with their large extended family, attending Connor's soccer games, riding their tandem bike, and visiting with their many friends in the local area. They particularly love Avenida Del Mar and the Pier in San Clemente, the Dana Point Harbor and Laguna Beach. As a family, they enjoy sailing their Catalina 27, traveling and watching sports.

 
 Randall Riley

Randall Riley, CLU®, ChFC®, MBA

Wealth Management Advisor
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My Networks: LinkedIn

I was born to an Attorney father in Cedar Rapids, Iowa as the first of six children. I attended the University of Iowa, where I received a Bachelor of Science in General Studies in 1976. Afterwards, I made the move to Colorado, where I would spend the next 23 years of my life. I earned a Master of Business Administration (MBA) with an emphasis in Finance from the University of Denver in 1978.

After moving twice, I have settled into the California paradise where I foresee myself working until life tells me otherwise.

I have been married since 1983 to my incredible and supportive wife, Debbie. Together, we have raised three sons: Adam, Matthew, and Mark. Since I was a kid, I have felt a deep connection with sports. I played football through high school, then made the transition to the 'big three': golf, skiing, and tennis. I play on the Coto de Caza Golf and Racquet Club's USTA tennis team and play golf weekly. In the winter, you can find me hollering down the Rocky Mountain slopes with my sons beside me. I also enjoy traveling, especially when it entails being outside. Over the years, I have developed an admiration for theatre, and my wife and I continue to see as many musicals as we can.

 
 Ricardo Leonardo Jr

Ricardo Leonardo Jr

Financial Advisor
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Ricardo Leonardo Jr has been a financial advisor with Northwestern Mutual since 2016. He is a UoP graduate, class of 2014, and a member of Delta Mu Delta's Lambda Sigma Chapter. He is an active member of the Greater Irvine Chamber and a member of the Chamber's Emerging Business Leaders Council.  

Ricardo is married to Cristina and resides in Long Beach. In my view, family is the title given to those we hold dearly in our hearts and is one of the sweetest words anyone can say to another person. My family's future and wellbeing is everything to me, my decisions in life are shaped to bring joy, happiness, and fulfillment to my family I am driven by my love for my family and the options I want to give them. My mission in life is to help clients and their families be in a better position in 30 years, knowing that the decisions they've made with my guidance, help them live a prosperous and joyful life for themselves and their future generations.   

I am a car enthusiast with a love for anything automotive, I enjoy snowboarding, traveling, and learning. In my spare time I work on my project car, a 1987 toyota Supra, spend time with Cristina, our two dogs Elsa and Little, and plan our next adventure.

 
 Robert Grimm

Robert Grimm, CLU®, ChFC®, CFP®

Wealth Management Advisor
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My Networks: LinkedIn

Robert brings to his clients over twenty-five years of professional experience in the financial industry. Robert became a Wealth Management Advisor in order to help individuals, families and business owners navigate their financial state of affairs by creating and implementing long-term vision; thus allowing them to focus on the things in their lives that they're most passionate about and that matter most.

Robert feels the most important element of his career has been his desire to have a long-term positive impact on the lives of people he works with and for. His career with Northwestern Mutual has given him the opportunity to provide his clients with solutions and products that help them achieve their financial dreams.

Robert is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Robert was born and raised in Evansville, IN and received his Bachelor’s degree from Indiana University. He moved to California approximately 35 years ago and now resides in Orange County with his wife Linda and two children, Taylor and Erica. His hobbies include snow skiing, tennis, golf, travel and philanthropic work.

Robert is a member of the First Evangelical Free Church of Fullerton. He has been a Board member of HomeAid OC since 2005 whose mission and vision is to end homelessness in Orange County, and has served on a variety of committees. With this organization he is also the key intermediary with the Michael Chang Foundation in support of the annual Michael Chang Tennis Classic (a tournament raising funds for charity). Additionally, for the past 10+ years, he has been responsible for organizing a team of volunteers 4 times a year at Isaiah House in Santa Ana, where they purchase food, prepare the meals and serve approximately 100-150 homeless people.

 
 Ryan Chang

Ryan Chang, CLTC®

Financial Representative
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Ryan Chang was Born and raised in Taipei, Taiwan. At an early age, he dreamed of moving to the United States. His dream came true when he was only 14 years old. He moved to Oklahoma, and later attended the University of Oklahoma where he received his degree. Ryan spent the majority of his career in retail management. He was a great leader and often times received recognition.

 

Ryan Chang relocated to California in August 2015, to conitnue chasing his American Dream. Ryan is fluent in Mandarin Chinese. He is looking forward to making a great impact in the American and Chinese community with his financial planning practice. In his spare time, Ryan enjoys trips to the beach and playing chess with his fiancé.

 
 Ryan Seibel

Ryan Seibel

College Unit Director
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Ryan joined Northwestern Mutual in 2015. Not only is he a committed Financial Advisor, he also plays a crucial role on the leadership team. In his role as College Unit Director, he is responsible for mentoring interns participating in Northwestern Mutual’s competitive, nationally recognized internship program. He helps interns develop the skills necessary to perform the full duties of a financial advisor. Since taking on this role in January 2018, his internship groups have placed in the top five out of 220 offices nationwide.

Ryan received his bachelor's degree in Environmental Science with a minor in Biology and Geography from Cal Poly, San Luis Obispo. Prior to joining Northwestern Mutual, Ryan spent his first four years after school working for Sunrun, a provider of residential solar energy, and later ran his own franchise solar business.

Ryan lives in Rancho Santa Margarita with his wife, Amanda and their one-year-old son, Beau. They enjoy traveling throughout California to visit their extended family in San Diego and Northern California. In his free time, Ryan loves going to parks and the beach with Amanda and Beau. They can also be found hiking nearby trails and enjoying an active lifestyle.

 
 Scott Gajda

Scott Gajda, CLU®

Wealth Management Advisor
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Scott grew up in Chicago, Illinois and earned a Bachelor of Science from Illinois State University. He moved to California in 1997 and currently resides in Ladera Ranch with his wife Katie and daughters, Reese and Elle. Both his daughters are very involved in sports, participating in cheer and soccer. Scott was head coach for both of his daughters' AYSO soccer teams. 

When Scott isn't at his daughters' cheer competitions or soccer games, he enjoys playing tennis and golf. Scott frequently plays in local golf tournaments.

Scott and Katie are also very active in their church, the Holy Trinity Catholic Church in Ladera Ranch.

 
 Sean Taeger

Sean Taeger, CLTC®, CFP®

Wealth Management Advisor
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My Networks: LinkedIn

 

  http://www.seantaeger.com

 
 Shea Reza

Shea Reza, CFP®, ChFC®, CLTC®

Financial Advisor
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Shea is originally from Fontana, California and now resides in Irvine, California with his wife, Raquel. During his free time, Shea can be found on the basketball court, reading, traveling with his wife and volunteering for their youth ministry at Grace Fellowship Church in Costa Mesa, where he mentors a group of high school students.

Shea looks forward to a long lasting career in the financial industry, where his primary joy resides in the deep relationships he shares with his clients. 

 
 Spencer Way

Spencer Way, CLU®, ChFC®, CASL®, CLTC®

Wealth Management Advisor
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I am at the core, a traditional family man.  I love being a husband to my wife and a father to my twin daughters.  Traveling, Snowboarding and Waterskiing are my favorite things to do, just behind being a human jungle-gym to my little girls.

 
 Timothy J. Molnar

Timothy J. Molnar, CFP®

Wealth Management Advisor
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Tim Molnar has 32 years of experience specializing in investment planning and asset allocation management integrated with holistic financial planning.  With many trusted client relationships of over 20 and 30 years, Tim and his team have been valued partners to their clients in planning for financial independence and their client’s interests, including multi-generational wealth planning and philanthropy.

Tim grew up in New Jersey having earned a Bachelor’s degree from Wheaton College, Illinois and a Master’s degree from the University of Southern California.  As a resident of Laguna Niguel, California for 31 years, and father of two lovely daughters, with two granddaughters, Tim’s interests cover a wide spectrum living close to the ocean and near the centers of cultural arts in Orange County, California.  Tim serves on the Board of Directors for Orange County’s Pacific Symphony.  He owns a 7’ concert grand piano and is known for his piano improvisation.

  http://www.timmolnar.com

 
 Tony Montalvo

Tony Montalvo

Financial Advisor
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Tony Montalvo is originally from Hawaiian Gardens, CA and now resides in La Mirada, CA with his wife Chelsee and 6 year old daughter Rebekah. Tony grew up with 3 sisters and immigrant parents. His father is originally from Mexico and his Mother is originally from Guatemala. Tony's parents immigrated to California in their teenage years to build a better life for themselves and eventually met in the states as coworkers. Tony has valued his roots and has continually worked to help impact his cultural community. 

Tony met his wife at Biola University while finishing up his Masters Degree. Tony and his wife were both college athletes, as he played soccer and she played volleyball. Tony also played at the professional level, before injuring his knee. They both love sports and are actively involved in their community through coaching and training young players. Their daughter Rebekah is also involved in a number of activities that they love cheering her on at on the weekends. Tony loves spending time with his family especially when they get to travel. Tony appreciates the upbringing he had and his thankful to have a a family that strives to show God's love in everything they do. 

 

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