Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Adrianne Branche, CSRIC<sup>®</sup>

Adrianne Branche, CSRIC®

Financial Representative

Meet Adrianne Branche. Adrianne is a wonderful friend, amazing mother and phenomal financial representative focusing on sustainable responsible planning and changing the lives of women. 

Adrianne has been a financial representative for about 2 years, and I'm looking forward to her continued success and seeing her impact in the community. 

 
Andrew B Cook, ChFC<sup>®</sup>, RICP<sup>®</sup>

Andrew B Cook, ChFC®, RICP®

Financial Advisor

Meet Andrew Cook. Andrew is an amazing friend and business partner. He has a wealth of knowledge in financial planning and has a unique way to help growing families reach their goals. Andrew and I often bounce ideas and strategies to ensure we are always doing the best for our clients.

If you and your spouse have complex planning needs, please reach out to me to schedule a time for a complimentary conversation.

 
Ashley P Hedum

Ashley P Hedum

Financial Advisor

Please meet Ashley Hedum. Ashley and I have worked together at Northwestern Mutual for several years and have created an amazing friendship and professional relationship. Our partnership is now dedicated to helping families in growing companies that offer equity compensation. 

Please contact Ashley or me, if you are working for a growing company and need help navigating through the complexities of equity compensation. 

 
Candace H Berkman, CLTC<sup>®</sup>

Candace H Berkman, CLTC®

Financial Advisor

Meet Candace Berkman. Candace is one of the leading advisors in my agency and I have partnered with her to help my clients with their long term care needs. Candace is connected with advisors and insurance agents nationally to ensure she always has the best resources to assist people during their retirement years and ensure we are best equipped to proactively help our clients be prepared for a long term care event.

I'm blessed to call Candace a partner!

If you, or a loved one, is exploring Long Term Care Planning, please reach out to me to schedule a time with both Candace and myself.

 
Esmeralda Quintero, ChFC<sup>®</sup>

Esmeralda Quintero, ChFC®

Financial Advisor

Meet Esmeralda Quintero. Esmeralda is a one of a kind planner. I have had the pleasure of working with Esmeralda as partners to use both of our unique skillsets with hard working families in the South San Diego area. 

If you are a professional in the South San Diego area, we are your go to team to help you. 

 
Julie Strope

Julie Strope

Financial Representative

Please meet Julie Strope. 

Julie is a wonderful friend and business partner. We have a unique nitch working side by side with growing families that also care about health and wellness. Our approach is to positively impact families and help them on their journey to overall financial wellness.  

 
Kyle Morton

Kyle Morton

Financial Representative

Meet one of the newest financial representatives on our team, Kyle Morton. In addition to being an amazing human and friend, Kyle is a highly dedicated professional focused on creating massive impact in the young professional market and young growing families. He has an unwavering committment to help families in San Diego and across the country. 

 
Leonard C Wright, CPA, PFS, CFP<sup>®</sup>

Leonard C Wright, CPA, PFS, CFP®

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Please meet Leonard Wright - family man, business man, and a national leader in the financial industry.  Our financial planning team has partnered with Leonard Wright for unique business planning. 

If you are a business owner looking for or are opened to strategic business planning to help maximize your wealth, reach out to us for a complimentary conversation. 

 
Robert Paul Caraveo, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>, CLTC<sup>®</sup>

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

Wealth Management Advisor

Meet Robert Caraveo. Robert is a one of a kind leader in my firm, and a friend. Robert and I started working together a few years ago and I'm constantly impressed with how he helps his clients, specifically professionals in sales, the tech industry and/or business owners.

If you have variable income and/or equity compensation from your company, please reach out to me to schedule a time with Robert and myself.

 
Melissa Gonzalez

Melissa Gonzalez

Financial Advisor

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.