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.

 
 Andrew Brian Cook

Andrew Brian Cook

Financial Advisor
andrew.b.cook@nm.com

My Networks: LinkedIn Facebook

Andrew Cook graduated from Pepperdine University where he majored in Political Science and Economics, with an emphasis in finance. Following college, Andrew moved to San Diego where he started his practice. He has been with Northwestern Mutual since 2005.

In addition to being a Financial Advisor, Andrew is also a Field Director where he helps mentor new financial representatives.

In his free time, Andrew and his wife, Marisa, love to be outdoors and attend sporting events (2016 Padres Season Ticket Holders).  Andrew also enjoys getting out on the golf course and playing poker.

 
 Andrew P Shannon

Andrew P Shannon

Financial Advisor
andrew.p.shannon@nm.com

Andrew Shannon attended the College of Charleston where he majored in International Business. During his college career, Andrew had the opportunity to study aboard in France, as well as intern with Tides Commodities Group and Brokerage which helped to increase his understanding of finance and international relations.

Andrew's previous experience working for a large company, as well as being a small business owner, helped shape Andrew’s perspective on how everyday products and finance can impact a person’s life. The business skills that Andrew developed and his conviction in the power of financial planning helped him to easily transition to a full-time career as a Financial Representative with Northwestern Mutual.

Andrew is Series 7 and Series 66 securities licensed. In addition to English, Andrew speaks French and Spanish.
 

 
 Brett Alexander Nussen

Brett Alexander Nussen

Financial Advisor
brett.nussen@nm.com

My Networks: LinkedIn Facebook

 
 Candace H Berkman

Candace H Berkman, CLTC®

Long Term Care Specialist
candace.berkman@nm.com

My Networks: LinkedIn

Candace graduated from the University of Southern California with a bachelor’s degree in psychology and speech communications in 1977. She joined Northwestern Mutualin 1998 as a Financial Representative where she has consistently been a top producer among all women representatives.

Candace enjoys working with sole proprietors, family owned and closely held businesses, as well as professionals and executives.

Candace has been a very active member of the San Diego Community serving on numerous boards and winning several awards for her accomplishments. Currently she serves on the board of NAIFA, the industry association, as well as The Vista Hill Foundation. She was a qualifying member of the Million Dollar Round Table from 2005-2007.

 

 
 Carolina Burquez

Carolina Burquez

Financial Representative
carolina.burquez@nm.com

My Networks: LinkedIn Facebook

Carolina Burquez attended DeVry University San Diego where she obtained her Bachelor’s Degree in Business Administration and Finance.

Recognizing that there was a great need in her community for financial guidance and planning, Carolina began her career as a Financial Representative at Northwestern Mutual. Her mission is to build lifelong relationships with her clients and with the utilization of innovative solutions, help them safeguard against life's changes by achieving financial security.

In addition to English, Carolina fluently speaks Spanish.

 
 Catherine M Arambula

Catherine M Arambula, CLTC®

Financial Advisor
catherine.arambula@nm.com

My Networks: LinkedIn

As a Northwestern Mutual Representative, I focus my practice on successful professionals and businesses, helping to create, protect and manage their wealth.  Professional women and their families are especially important to me, since I understand that professional women do not follow a traditional life stage road map.  I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.

 

 
 Chuck John Mune

Chuck John Mune

Employee Benefit Specialist
chuck.mune@nm.com

Chuck oversees the San Diego Strategic Employee Benefits Services team which is responsible for all new group sales activity. He works with Financial Reps on new prospects with more than 10 employees. He also maintains relationships and renewals of existing group clients with greater than 20 employees.
 
Chuck Mune has over twenty years of experience in the employee benefits and insurance field. Chuck served in sales and management positions for Blue Cross of California, CIGNA HealthCare, Prudential HealthCare, FHP/TakeCare, and American Medical Pathways.  
 
Chuck received his B.S. degree in business from the University of Hartford and MBA from the University of San Diego. Chuck also holds a Registered Health Underwriter designation from the American College.

 

Conner James Shean

Financial Representative
conner.shean@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Daniel Lopez

Daniel Lopez

Financial Representative
daniel.lopez@nm.com

My Networks: LinkedIn Facebook

Daniel Lopez was born and raised in San Diego, California. He attended San Diego State University where he graduated with a Bachelor of Arts degree in Economics.

Growing up in a large family, Daniel learned early on the value in helping others and how to be succesful utilizing basic economic principles. Daniel's charismatic persona, combined with his understanding of the business world, made him a natural fit for Northwestern Mutual. A fluentSpanish speaker, Daniel enjoys helping business owners, families, young professional, and the Hispanic community achieve their personal and financial goals.

 
 David W Mc Quade

David W Mc Quade, MBA, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor
david.mcquade@nm.com

My Networks: LinkedIn

David McQuade has been a part of the financial services industry since 1998.  After 13 years of operating his own retail stores and learning first hand of issues facing business owners, he returned to a career in financial services with greater perspective and empathy.  He gives a great deal of focus to the legal community giving financial advice to attorneys and their firms.

David was born and raised in Traverse City, Michigan and now resides in San Diego, California.  He has two sons and enjoys playing tennis and golf. In addition, he spends his spare time boating and fishing.

 
 Devin Larson Deverill

Devin Larson Deverill

Financial Advisor
d.deverill@nm.com

My Networks: LinkedIn

 

Drew Bennett Lawyer

Financial Representative
drew.lawyer@nm.com

 
 Erik Freeman

Erik Freeman

Financial Advisor
erik.freeman@nm.com

My Networks: LinkedIn Facebook

 
 Glen Woods

Glen Woods

Financial Advisor
glen.woods@nm.com

My Networks: LinkedIn Facebook

Glen Woods is a native San Diegan. He is a graduate of La Jolla Country Day High School. He then went on to study at the United States Naval Academy where he received his Bachelor's of Science degree in Political Science. During his time in college, Glen played on the varsity football team for all 4 years. Upon graduation from the academy Glen served for 5 years as a Naval Officer in a wide range of specialties. In 2014, Glen joined Northwestern Mutual. He enjoys working with young professionals and business owners.

In his spare time, Glen likes to read educational literature, engage in outdoor activities, and spend time with his 2 dogs, Diesel and Nixon.

 
 Hugh Garrett Scanlon

Hugh Garrett Scanlon

Financial Advisor
hugh.scanlon@nm.com

My Networks: LinkedIn

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

 

Ian Michael Green

Financial Representative
ian.green@nm.com

 
 Irvin Jewell Spencer

Irvin Jewell Spencer, MBA

Financial Advisor
irvin.spencer@nm.com

My Networks: LinkedIn Facebook

Irvin attended the US Naval Academy where he received his degree in General Science. During his time at the academy, Irvin balanced a rigorous academic curriculum while also playing varsity football. Upon graduation from the Naval Academy, Irvin joined the US Navy as a Surface Warfare Officer where he led divisions of sailors on missile guided destroyers.

After 7 1/2 years in the Navy, Irvin transitioned to a career at Northwestern Mutual as a Financial Advisor. In addition to his natural leadership skills and attention to detail, the role was a perfect fit for Irvin due to his childhood experiences which highlighted the importance of financial planning. Irvin is not afraid of hard work, as evidenced by the many milestones he has achieved, including his membership in the LEAD program at Northwestern Mutual, all while maintaining his personal practice. 

 
 Isaac Shainblum

Isaac Shainblum, CLTC®

Financial Advisor
isaac.shane@nm.com

Isaac has been representing Northwestern Mutual since 1983. He graduated from Concordia University with a Bachelor of Arts degree in Social Sciences.

 
 James D Chesney

James D Chesney, CLU®, ChFC®

Financial Advisor
james.chesney@nm.com

Jim received his Bachelor’s of Arts Degree in Honors Quantitative Sociology from UC San Diego and has been a financial representative for Northwestern since 1988. His areas of expertise include Personal Planning Analysis, Business Planning Analysis, Estate Analysis and Retirement Solutions. He is now the Group DI Specialist, as well as the Individual DI Specialist. Jim is also a Life member of MDRT (Million Dollar Round Table), with 18 years of membership (1990, 1992-94, 1996-2012).

Jim lives in La Jolla with his wife, Kim, and two children, Cara and Timmy. He has been very active in all aspects of the children’s sports activities. He and his wife are also both active with The Bishop’s School where his children attend.

 
 James E Whistler

James E Whistler, J.D., MSFS, CFP®, ChFC®, CLU®

Estate & Business Planning Specialist
jim.whistler@nm.com

Jim has been a Financial Representative since 1969.

He graduated from the University of Idaho with a bachelor’s degree in finance, then completed his law degree at the University of Idaho. He also completed a master’s degree in management and a master’s degree in financial services at The American College.

While attaining his law degree, Jim began his career with Northwestern Mutual as an intern. Now, over 30 years later, Jim’s focus is on meeting the needs of executives and highly compensated individuals, specializing in executive compensation, including retirement and other employee benefit plans, as well as wealth accumulation and preservation.

Named to Who’s Who in the West and Who’s Who in Finance and Industry, Jim has published many articles and given numerous lectures and seminars.

Jim lives in Point Loma with his wife, Kathy. He enjoys sailing, golfing and gardening.

 
 Jared M Oberland

Jared M Oberland

Financial Advisor
jared.oberland@nm.com

My Networks: LinkedIn

Jared Oberland is a Financial Advisor with Northwestern Mutual. He cares about his clients and recommends financial solutions that serve the best interests of those clients and their families.
 
The first step in identifying proper recommendations for a particular person is to build a relationship that is based on trust. The process he takes all his clients through is very personal, confidential, and rewarding.
 
Jared loves to meet individuals who are proactive in their personal and professional lives, as well as interested in identifying ways to help ensure their own financial security. The goal is to meet and get to know Jared, see his passion for his work and his clients, and learn more about how Northwestern Mutual can play an integral role in helping you achieve your own financial goals.

 
 Jeremy Heasell

Jeremy Heasell

Financial Advisor
jeremy.heasell@nm.com

My Networks: LinkedIn Facebook Twitter

 

Jesse Ray Holmstrom

Financial Representative
jesse.holmstrom@nm.com

 
 John O Todd III

John O Todd III

Life Insurance Specialist
john.toddiii@nm.com

My Networks: LinkedIn Twitter

After a decade of consulting to industrial manufacturing entities in safety and loss prevention planning, John O. Todd III joined Northwestern Mutual in 1995.

A third-generation Northwestern Mutual Financial Representative , John assists his clients as they prepare for retirement, children’s education, business succession, corporate executive benefits, insurance or investment portfolios, or estates.

John is currently President of the San Diego Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is a graduate of the University of San Diego.

John is a Southern California native. He and his wife, Cheryl, have two sons, Jack (John IV) and Andrew.

 
 Jonathan D Murphy

Jonathan D Murphy

Financial Advisor
jonathan.murphy@nm.com

My Networks: LinkedIn

Jonathan Murphy graduated from California State University San Marcos with a degree in Business Administration/Finance. He joined Northwestern Mutual in 2011 as a Financial Representative.

In his spare time, he enjoys surfing and racing. Organizations that Jonathan is involved in include NAIFA, CSU San Marcos Alumni Association, Pacific Beach Surf Club, and American Motorcyclist Association.

 
 Jonathan David Rendon

Jonathan David Rendon

Financial Representative
jonathan.rendon@nm.com

My Networks: LinkedIn Facebook

 
 Kellen Patrick Stewart

Kellen Patrick Stewart

Financial Advisor
kellen.stewart@nm.com

My Networks: LinkedIn

 

Kendra Lauren Smith

Financial Representative
kendra.smith@nm.com

My Networks: LinkedIn

 
 Lamar Prince

Lamar Prince

Financial Advisor
lamar.prince@nm.com

My Networks: LinkedIn Facebook

My role as a financial advisor is to help educate my clients on highly relevant concepts. The goal is to help supplement the strategies they have already implemented, to create a fully intergrated plan they are proud of.

 
 Leonard C Wright

Leonard C Wright, CPA, PFS, CFP®, CLU®, ChFC®

Retirement Plan Specialist
leonard.wright@nm.com

My Networks: LinkedIn Facebook

Leonard gets most excited whenever he has the chance to work with driven, motivated, highly successful people who are not ducking in these crazy times, and instead want to make better choices to build a bridge from where they are now to where they want to be.

On behalf of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants as a grass roots national spokesperson, Leonard has been interviewed on television and numerous radio programs across the United States. He has also been quoted in and has contributed content to a broad range of national publications. He has presented with the Department of Labor out of Washington D.C. and the Internal Revenue Service Audit division for qualified plans.
 
He was the Chair of the Personal Financial Planning Committee for the California Society of Certified Public Accountants.
 
Leonard has clients throughout the United States. They range from successful business owners to professionals in medicine, law, and politics, as well as wealthy individuals retired and not retired.

 
 Michael J D'Alesandro Jr

Michael J D'Alesandro Jr

Financial Advisor
michael.dalesandro@nm.com

My Networks: LinkedIn

Michael D'Alesandro graduated from California Polytechnic State University San Luis Obispo with a Bachelor's of Science degree in biology. He began his career as a Financial Representative with Northwestern Mutual in 2013. In his spare time, Michael enjoys playing soccer and spending time with family and friends.

 
 Robert John Ekhaml

Robert John Ekhaml, CLU®, ChFC®, CASL®

Wealth Management Advisor
robert.ekhaml@nm.com

My Networks: LinkedIn Facebook

Bob Ekhaml joined Northwestern Mutual in 1999.  Bob is the group's specialist for annuities. He focuses on the small business market, assisting executives and business owners with their retirement and business needs.

Bob is involved in the financial planning community, including two terms as the President of the San Diego Chapter of the National Association of Insurance and Financial Advisors (NAIFA).  Bob is also a Life member of MDRT (Million Dollar Round Table), with 10 years of membership. (Qualfiying 2001-2009, Qualifying Life Member 2010)

Bob is a Southern California native. He and his wife, Diane, have four children: Corey, April, Travis and Taylor.
 

 
 Robert Paul Caraveo

Robert Paul Caraveo, CFP®, ChFC®, CLU®, CLTC®

Financial Advisor
robert.caraveo@nm.com

My Networks: LinkedIn

Robert began his career at Northwestern Mutual in 2009 as a college intern. After success with the internship he became a full-time representative in 2010. Robert is now a Growth and Development Director where he is tasked with recruting, training, developing, and mentoring new financial representatives along with running his own personal practice as a Financial Advisor. Robert is certified in Long-Term Care and in 2013, he earned his Chartered Life Underwriter certification.

Robert currently lives in the Crown Point area of San Diego and enjoys playing beach volleyball, golfing, and going to Charger games. Associations & memberships that Robert is a part of include: NAIFA, Rwandan Orphans Project, University of San Diego Alumni, Delta Sigma Pi.

 
 Samantha Viviane Torres

Samantha Viviane Torres

Financial Advisor
samantha.torres@nm.com

My Networks: LinkedIn Facebook

Originally from Peru, Samantha Torres relocated to California in 2004. She attended San Diego State University where she graduated with a Bachelor of Arts degree in International Business and Entreprenuership.

Samantha joined Northwestern Mutual as an intern in 2014. Her success as a female intern led to her decision to a full-time career with Northwestern Mutual where she serves as a role model to new representatives.Owning and developing her own business has provided Samantha with the opportunity to do what she loves most - helping people in her community and impacting lives.

 

 
 Scott G. Duncan

Scott G. Duncan

Financial Representative
scott.duncan@nm.com

My Networks: LinkedIn Facebook Twitter

 

Sean Marden

Financial Representative
sean.marden@nm.com

My Networks: LinkedIn

 
 Steven Arthur Lawson

Steven Arthur Lawson

Financial Representative
steven.lawson@nm.com

 
 T Scott Dudley

T Scott Dudley, AWMA®

Wealth Management Advisor
scott.dudley@nm.com

My Networks: LinkedIn

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Scott Dudley comes in. Scott will take the time to get to know you and your preferences. He can help you anticipate and prepare for the best—and worst scenarios. The relationship Scott establishes with you enables him to focus on your needs—what you want for your family and what you are currently doing.

 
 Thomas Matthew Smith

Thomas Matthew Smith, ChFC®, CLU®

Financial Advisor
tommy.smith@nm.com

My Networks: LinkedIn Twitter

After graduating from San Diego State University where he received his Bachelor’s of Economics degree, Tommy joined Northwestern Mutual as a Financial Representative in 2003.  He currently holds the titles of Financial Advisor and Field Director.

Tommy earned his (ChFC®) Chartered Financial Consultant accreditation in 2010. He is a firm believer in educating himself to better understand and work for his clients and their families.

Tommy, a California native, is a member of the San Diego Chapter of the National Association of Insurance and Financial Advisors (NAIFA).

 
 Tyler R Nichols

Tyler R Nichols

Financial Advisor
tyler.nichols@nm.com

My Networks: LinkedIn Facebook

Tyler is a native San Diegan who truly enjoys the Southern California lifestyle. Graduating from Menlo College with a degree in Business Management, Tyler was also a competitive NCAA athlete on the school’s baseball team. After college, Tyler grew a strong management and operations career at the Wave House before joining Northwestern Mutual as a Financial Advisor.

Along with growing his practice as a Financial Advisor, Tyler is also a Growth and Development Director where he enjoys sharing his knowledge and success of the financial services industry by mentoring and leading new financial representatives.

Tyler resides in San Diego with his wife and daughter. In his spare time he enjoys being with his family and appreciating all that San Diego has to offer.

 
 Warren Stone Duthie

Warren Stone Duthie

Wealth Management Advisor
warren.duthie@nm.com

My Networks: LinkedIn

Originally from Orange County, Warren Duthie now resides in Point Loma with his wife Courtney, and their four children, Phoebe, Gus, Ruby and Millie.

In his free time, Warren enjoys spending time with his family and helping out in his community. He is a deacon at his church and is a huge LA Kings fan.

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