Jamie N Houston, CFP®, ChFC®, CLU®, CLTC®

Wealth Management Advisor

  • Office 216-802-0923
  • Fax 216-273-0230

My Team

Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you would like to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Ryan Hartland

Ryan Hartland

Financial Planning Assistant
Office 216-241-5840
 
Claire M Duna

Claire M Duna

Insurance Operations Associate
Office 216-241-5840

Claire was born and raised in Lakewood, Ohio. She graduated from Cleveland State University with a degree in International Business. Claire loves to travel and be outdoors. She is the 6th of 7 kids in her family and speaks Hungarian! 

In May of 2018 she joined Northwestern Mutual and holds her Ohio Life Insurance License for Life, Accident, and Health. She handles Client Relations and Insurance Operations 

 
Rick E Jennings

Rick E Jennings

Director of Investments and Planning
Office 216-802-0901

Rick currently lives in Mentor, Ohio. He graduated from Bowling Green State University in 2006 and joined Northwestern in April of 2017. He handles all investment operations and holds his Ohio Life Insurance License for Life, Accident, and Health and is investment licensed with his Series 6, Series 63, and Series 7.

In his spare time, Rick enjoys watching football, wine collecting, and eating spicy food! He spent years in the wine world before making the switch to finance.

 

Amber L Gholson

Associate Financial Representative
Office 702-734-4422

Amber was born and raised in San Diego, California. She relocated to Las Vegas in January of 2018, and welcomed her son Braxton in July of 2018. 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 Financial Representative to Jamie Houston.

In her free time, Amber enjoys spending time with her son, watching the Golden Knights, movies, baking, concerts, bowling, and spending time outdoors with her dog, Parker.

She holds her Life and Health license in the state of Nevada.

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
 
Toni Santillo

Toni Santillo

Marketing Assistant
Mobile 440-241-7059

Toni is originally from Cleveland, Ohio. She joined our team in 2017 while attending Cleveland State University to receive a Bachelors in Business Administration and Marketing as well as a Certificate of Graphic Design and Advertising. She currently holds her Ohio Life Insurance License for Life, Accident, and Health. She is an Associate Financial Representative and assists in Client Relations and marketing.

She enjoys traveling as often as she can and is bilingual, while working on her third language.   

 

Lisa Shaver

Office 216-241-5840
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck