Management Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our business is about relationships, and we have a strong management team in place that understands this. We are committed to furthering the development of our financial representatives through training and guidance, so they can establish enduring and solid relationships with their clients.

 
 Shawn C Mackey

Shawn C Mackey, CLU®, ChFC®

Managing Director
Office 949-622-7266

Shawn Mackey, Managing Director of Northwestern Mutual in Irvine, has been providing financial solutions for over 20 years. Shawn started with Northwestern Mutual in 1987 as a Financial Representative in Chicago. In 1991, Shawn joined Northwestern Mutual's Irvine office and in 1996, he became its Managing Director. Under his leadership, Northwestern Mutual in Irvine has led all District Network Offices nationally numerous times. In 2010, Shawn became the Managing Director for our Irvine office and is focused on growing the organization and developing both existing and new Financial Advisors entering the business. 

Shawn graduated with a Bachelor of Arts degree in Economics from the University of North Carolina-Charlotte, and later continued his education to earn his Chartered Life Underwriter (CLU® ) and Chartered Financial Consultant (ChFC® ) professional designations. He is a member of GAMA, the American Association of Advanced Life Underwriters, and NAIFA.

Shawn currently resides in Corona Del Mar. He enjoys spending time with his four children: Nicholas and Chloe, who both attend college, and Madeleine and Aidan, who are in high school and junior high respectively.

 
 Matthew Weston Greiner

Matthew Weston Greiner, CLTC®

Field Director
Office 949-769-5630

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.

 
 Elise T Diaz

Elise T Diaz

Chief Growth Officer
elise.diaz@nm.com
Office 949-622-7200

My Networks: LinkedIn

Elise joined Northwestern Mutual, Irvine in 2014 as the Director of Career Development and has spent the past few years working to attract, select, and develop the talented Financial Advisors that makeup our team in Irvine.

As Chief Growth Officer, Elise now works strategically with our Managing Director on the execution of our organization’s top priorities. She is focused on the daily implementation of our business plan and in supporting our leadership team in execution excellence.

Elise is passionate about the overall mission of Northwestern Mutual and about our firm’s commitment to making an impact in the lives of those in our community by helping them to achieve financial security. She holds her California Life & Health Insurance License as well as her Series 6 & 63 Licenses.

Elise is a native to Southern California. She graduated with her Bachelor’s Degree in Business Administration from California State University, San Marcos, and now lives in Aliso Viejo with her husband, Christian, and their daughter, Sophia. In her free time, Elise enjoys traveling, reading, working out, and spending quality time with her family and friends.

 
 Rebecca A Itzen

Rebecca A Itzen

Director of Development
rebecca.itzen@nm.com
Mobile 949-622-7254

My Networks: LinkedIn

As the Director of Development for Northwestern Mutual, Becky specializes in coaching and guiding advisors to achieve optimal success as they launch and build their financial planning practice with Northwestern Mutual.

She is passionate about helping individuals cultivate an increased self-awareness, realize their goals and reach their highest potential. Becky plays a key role on the leadership team in the conception and execution of education and coaching that enhance advisors' career development.

Becky is a licensed Marriage and Family Therapist who spent a decade practicing psychotherapy for treatment of anxiety and depression. She has worked for various mental health agencies and then her own private practice prior to joining Northwestern Mutual. She graduated with her Bachelor's degree in Sociology with a minor in Spanish from Chapman University and went on to obtain her Master's in Counseling from California State University Northridge. Becky lives in Aliso Viejo with her husband Justin.

She is passionate about positive psychology and its implications for personal and professional success, as well as creating a culture of optimal performance and comradery. In her free time, she enjoys yoga, dancing, traveling, hiking, philantrhopic efforts with the Junior League, and speaking at Toastmasters.

 
 Didi Kovacs

Didi Kovacs, MBA

Director of Marketing and Business Operations
didi.kovacs@nm.com
Office 949-622-7284
Mobile 949-295-7717

Didi is currently the Director of Marketing in the Irvine office. Her focus is on the growth and branding of the organization. Didi is now in her 7th year within the industry and has had a wide range of roles and responsibilities.

In 2010, she worked directly with Shawn Mackey, Managing Director as an Executive Assistant. After a year, she transitioned into the Director of Development role and continued to work with the Managing Director on complex reporting, forecasting and budgetary transactions. As the Director of Development, she provided business coaching to the financial advisors and played an impactful role helping financial advisors overcome obstacles and reach their highest potential. She was focused on driving the production of the new financial representatives to ensure they are successful and achieve their most important goals. 

Prior to joining the financial planning business in 2007, Didi was a Regional Sales Manager/Project Manager for a global manufacturing company and was based out of Chicago. She spent much of her time in this position traveling internationally, which she thoroughly enjoyed.

Didi graduated from the University of San Diego with a Bachelor of Arts degree, then later pursued a Masters in Business Administration. Didi currently resides in Newport Beach, where she enjoys spinning, yoga, hiking and spending time with her precious little pup.

 
 Alexandra V Randall

Alexandra V Randall

Recruitment Coordinator
allie.randall@nm.com
Office 949-769-5616

Allie joined Northwestern Mutual, Irvine in 2018 as the Recruiting & Development Coordinator and works to attract, select, and develop the talented Financial Advisors that makeup our team in Irvine.


Allie is passionate about the overall mission of Northwestern Mutual and about our firm’s commitment to making an impact in the lives of those in our community by helping them to achieve financial security. 

Allie is a native to Southern California. She graduated with her Bachelor’s Degree in Communications and Advertising from California State University, Fullerton, and now lives in Anaheim Hills with her husband, Tanner. In her free time, Allie enjoys traveling, attending concerts, trying new foods, and spending quality time with her family and friends.

 

 

Madison Madrid

Operations Associate
madison.madrid@nm.com
Office 949-769-5614

Madison joined Northwestern Mutual in 2017 as a recruiting intern and now is the Sales Execution Team. She works with new advisors and college interns to help start and develop their business and handles other minor operations for the office. She is passionate about providing support to new advisors’ business and learning more about the industry. Madison is dedicated to Northwestern Mutual’s mission and the leadership team’s commitment to the Irvine office. She is currently working to earn her insurance license and securities licenses.

Madison graduated from Chapman University with a Bachelor’s degree in Political Science with a minor in economics. She currently lives in Mission Viejo and devotes her free time to reading, writing, keeping up with current events, and working on her family’s 501(c)(3).

 
 Natalie Rene Sauer

Natalie Rene Sauer


Office 949-622-7200

My Networks: LinkedIn Facebook Twitter

Natalie joined the Northwestern Mutual team in 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 is the current president 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. 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 fiancé, 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, volunteering, attending the occasional hockey or football game, or traveling when she can sneak away for a few days.

 
 Ryan Kody Seibel

Ryan Kody Seibel

College Unit Director
ryan.seibel@nm.com
Office 949-769-5690

My Networks: LinkedIn

 
 Summer Jordan

Summer Jordan

Client Service Manager
summer.jordan@nm.com
Office 949-622-7200

Summer is responsible for welcoming clients to the Irvine office and assisting with onboarding logistics. She graduated from the University of California with a Bachelor of Science degree in Psychology and a minor in writing.

Born and raised in Southern California, Summer enjoys going to the beach, going on hikes, and anything that allows her to spend some time in the sun. One of her aspirations is to climb Half Dome in Yosemite. Additionally, she enjoys traveling, going to concerts, trying new restaurants/cuisines, cooking, reading, and ceramics. 

 
 Chau Le

Chau Le, CLU®, ChFC®, CLTC®, MBA

Chief Operating Officer
chau.le@nm.com
Office 213-243-7000

Chau Le has 20 years of financial services and legal industry experience. She is an experienced executive with strong leadership skills and business acumen. She is on the executive leadership team and manages the enterprise-level operation for five regional offices in Southern California and Nevada. Chau spearheads productivity initiatives and practice management programs dedicated to developing successful wealth management advisors and professional staff. She maintains expertise in financial services industry regulation, compliance and corporate risk management. Finally, she enjoys leading and integrating corporate philanthropy with business to advance organization's vision and culture.

 
 Jessica Ormandy

Jessica Ormandy

Chief Marketing Officer
jessica.ormandy@nm.com
Office 213-243-7000

My Networks: LinkedIn

With over 15 years of expertise in marketing and business development, Jessica serves as a key member of the team, providing strategic direction and guidance on marketing efforts, as well as client experience activities and special events.

Prior to joining the finance world, Jessica served as Director of Marketing at several notable law firms, where she fostered the development and implementation of strategic practice group plans for attorneys, and supported partners with planning and preparation for business development meetings with key clients and prospects. She earned her Bachelor of Science Degree in Communications, with a concentration in Public Relations, cum laude, from Boston University.

 
 Fred Y Chang

Fred Y Chang

Chief Financial Officer
fred.chang@nm.com
Office 213-243-7178

Fred Chang comes from a Corporate Finance background. He joined Northwestern Mutual as Chief Financial Officer in 2011 and has since led the organization’s efforts in financial management, business planning, strategy and analytics.  He is on the Executive Leadership Team and works closely with company leaders and top advisors.      

Fred earned his Bachelor of Science Degree in Business, with a concentration in Finance, from the University of Southern California. He received his M.B.A. from New York University’s Stern School of Business.

A native of Taiwan, Fred moved to the States at the age of fourteen. He previously resided in Baltimore, San Francisco, Bay Area, and New York before making Los Angeles his permanent home. When he is not in the office crunching numbers and leading strategic business efforts, Fred enjoys spending time with his wife, Patty, and their daughter, Lesley.   

 
 Sadie M Dumbleton

Sadie M Dumbleton

Chief Growth Officer
sadie.dumbleton@nm.com
Office 213-243-7149

Sadie began her career in the financial services industry in 2002 at Strong Investments (Milwaukee, WI) as a Trading Specialist. She joined Northwestern Mutual in 2005 as a Field Administration Consultant, where she partnered with the Northwestern Mutual Life Company, Northwestern Mutual Investment Services, the Northwestern Mutual Wealth Management Company, Compliance Oversight & Review and Law to ensure field distribution policies were maintained and supervision policies were supported and upheld. 

Sadie relocated to Los Angeles from Wisconsin in 2013 and took on the role of Chief Supervision Officer for Northwestern Mutual Los Angeles, Irvine, West Los Angeles and Las Vegas, where she was responsible for the supervision oversight of all financial representatives and staff as well as the person-in-charge for SEC books and records. She transitioned to her current role as Chief Growth Officer in 2015 for the Los Angeles Network Office. 

Sadie consults and coaches advisors who have five years of experience and beyond. Her key areas of consultation are focused on defining key business objectives, achieving results and practice management strategies. She has her Series 7, 24, 9, 10 and 66 and her Life, Accident and Health licenses. She is also a certified financial services coach.

Sadie is fluent in Spanish and has her BBA in Business Administration from St. Norbert College in De Pere, WI. She currently resides in Pasadena, CA with her fiancé, Alberto, and their two Weimaraners, Kelty and Fen.

Career Changers

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