My Team

Amber was born and raised in San Diego, California. She recently relocated to Las Vegas. She received her cosmetology license in 2014 and also attended San Diego Mesa College, where she took business classes.

Amber joined Northwestern Mutual in the winter of 2016 as a front desk receptionist and support Sales Execution Team member for new advisors in La Jolla. She is proud to now be an Assistant to Jamie Houston.

In her free time, Amber enjoys watching football, road trips to Big Bear, movies, baking, concerts, and spending time outdoors with her dog, Parker.

Licenses: Life and Health for Nevada and California

Amber can assist you with:

Underwriting:

• Prepare and process applications
• Communication during underwriting process
• Transmission of all documents and requirements during underwriting
• Scheduling insurance medical examinations

Policy Owner Services:

• Scheduling appointments for annual financial planning reviews
• Update banking, beneficiary and address information on insurance
• Facilitate premium payments and policy loans
• Coordinate insurance operations and account services
• Assisting with online self services offered by Northwestern Mutual

Tanya has 39 years of experience in the Financial Services industry, with various roles as Service Coordinator, Assistant to the Manager, Sales Representative, Compliance Manager and New Business Analyst.

Tanya moved to Las Vegas in August of 2014.  She joined Northwestern Mutual in August 2015 as Client Service Manager. She serves as the liaison between the Financial Advisor and the Underwriters in processing of all insurance business from start to finish.

She enjoys walking, viewing the beautiful mountains and the extension of warm days in the sun!

Licenses: Life and Health for CA, IL, NV

NV License: 3113044

How Tanya can serve you:

•             Prepare and process applications

•             Scheduling insurance medical examinations

•             Weekly communication during underwriting process

•             Transmission of all documents and requirements during underwriting

•             Update banking, beneficiary, an address information for insurance plans

•             Facilitate premium payments and policy loans

•             Assist clients with online self services offered by Northwestern Mutual

How Matthew internally assists us in serving you:

• Answering questions regarding existing accounts
• Coordinating with corporate office for efficient transaction and form processing 

Laura is helping us internally with preparation for meetings in Amber's absence.

Louis started at Northwestern Mutual in 2015. He brings 3 years of investment operations experience along with the current Financial Planning Services role. Louis is a graduate of UCLA with a Bachelor in Mathematics. Louis holds FINRA series 7 and 66.
 
In his free time, Louis enjoys playing soccer and spending time with his dog Carson.

How Louis internally assists us in serving you:

• Compiling financial plans and coordinating data with software
• Preparing investment applications and proposals
• Recommending investment selections for accounts
• Researching complex planning issues with home office experts and attorneys
• Preparing documents for annual reviews

Angela started at Northwestern Mutual as an operations and human resources intern in January, 2015.  Upon graduating from the University of Southern California with a bachelors in communication and a minor in business administration, she joined the Northwestern Mutual Los Angeles office full time in May, 2016. 

As an avid sports fan, Angela loves watching USC football and her hometown teams, the Chargers and the Padres.  In the off-season, salsa and east-coast dancing and attending Paul McCartney concerts are some of her other hobbies.

How can Angela assist you:

• Answering questions regarding existing policies

• Update account information for existing accounts

• Sending client forms to make updates and/or changes

• Coordinating with home office for efficient client form processing

Joseph started at Northwestern Mutual as Investment Operations Assistant in October of 2014. He brings 4 years of investment operations experience along with the current Financial Planning Services role. Joseph is a graduate of California State Long Beach with a bachelors in Finance Investments  and has more than 8 years in the industry.

Joseph has many interests such as being an avid movie watcher, competitive e-sports player, competition rifle shooting and pet shelter volunteer.

How Joseph internally assists us in serving you:

• Compiling financial plans and coordinating data with software
• Preparing investment applications and proposals
• Recommending investment selections for accounts
• Researching complex planning issues with home office experts and attorneys
• Preparing documents for annual reviews