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.

 

Ashley Mueller

Executive Assistant
Office 216-241-5840

Ashley was born and raised in Cleveland, Ohio. She temporarily relocated to the Orlando area where she completed the Disney College Program and became a Cast Member from 2010-2014. She welcomed her son, Robby, in December of 2011 and decided to bring him back home to Cleveland where she worked in the banking/finance industry for over 8 years.

After much reflection on her career goals, Ashley became the Executive Assistant to Jamie Houston in April of 2022. She is extremely excited to continue her career growth and be a part of Jamie’s team.

In her free time, Ashley enjoys spending her time with her son, movies, baking, being outside with her dog, Rad, and of course all things Disney.

 

Ashley can help 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
 
Nicholas R Meyer

Nicholas R Meyer

Investment Operations Associate
Office 216-241-5840
 
Jack H Santilli

Jack H Santilli

Financial Planning Specialist
Office 216-241-5840
 

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
 
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.

 

Lisa Shaver

Office 216-241-5840
 
 

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