Northwestern Mutual - Irvine |
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Contact Us18191 Von Karman Ave Office: Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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AssociatesThe 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. Brett J BissellFinancial Advisor
Born in Southern California, Brett earned his B.A. in Speech Communication from California State University, Long Beach in 1990. He recently earned his professional designations as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) and earned a certification as a Certified Financial Planner (CFP). http://www.brettbissell.com Brian BrennanFinancial Representative Eric Brougher, MBAFinancial Representative Jeffrey BushWealth Management Advisor
Chad ChathamFinancial Advisor Randall R DawsonFinancial Representative Thomas I Delahooke, CLU®, ChFC®Financial Representative Tom Delahooke, CLU, ChFC is a Senior Financial Representative with Northwestern Mutual - Irvine. He is a Life and Qualifying member of The Million Dollar Round Table. A UCLA graduate, Tom has earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant. Tom has served as president of several professional and community organizations in Pasadena including National Association of Insurance and Financial Advisors (NAIFA), American Society of Financial Service Professionals, Estate Planning Council, and the University Club. He has also served as president of Monte Vista Grove Retirement Home Board of Trustees, Arcadia Presbyterian Church Board of Trustees, and Pasadena City College Foundation. Tom is married to Nancy and they have two married daughters, Susie Rhodes and Sandy Stothers and six grandchildren. http://www.tomdelahooke.nmfn.com Jason DildayFinancial Representative Kevin Du PreeWealth Management Advisor
Kevin DuPree served as the District Managing Director for Northwestern Mutual - Irvine from 1997 through 2005. http://www.kevindupree.com Brian Ephraim, CFP®, CLU®, ChFC®Wealth Management Advisor
Brian resides in the beach community of San Clemente with his wife Jennifer and their children Jessika and Brett. He is an avid mountain biker, surfer and outdoor enthusiast. http://www.brianephraim.com Nadia FarkasFinancial Representative Nadia comes to Northwestern Mutual - Irvine with a background in the Mortgage and Real Estate Industry. She has been in sales since she graduated from Temple University with a degree in Psychology. Nadia was born and raised in Switzerland and moved to Philadelphia in the early 1980's. Living there through her late 20's, she moved to California in 2000. She is now the proud mother of a beautiful, 2 ½ year old daughter Reilly. They currently live in Costa Mesa. In her free time, Nadia enjoys pilates, yoga and snowboarding. She is looking forward to achieving success in this industry with a market leader like Northwestern Mutual and is excited for the opportunity. Scott A GajdaWealth Management Advisor
Scott earned his Bachelor of Science from Illinois State University, and is a member of the Association for Advanced Life Underwriters (AALU). Scott grew up in Chicago, Illinois, and now resides in Ladera Ranch with his wife Katie and daughters Reese and Elle. He is an avid tennis player and also enjoys golfing and spending time with his family and friends. He is a Rotarian with Rotary Del Sol Rancho Santa Margarita/Coto de Caza for community activities. Scott’s community involvement also extends to the Los Angeles Police Department and the California State Patrol. He is a proud yearly sponsor for the LAPD/ Police & Business Association Steve Gajda Memorial Golf Classic, which supports the men and women who protect and serve the Los Angeles area and the surviving children of our fallen heroes. http://www.scottgajda.com Rob GreerFinancial Representative Robert A Grimm, CLU®, ChFC®, CFP®Wealth Management Advisor
Robert feels the most important element of his career has been his desire to have a long term positive impact on the lives of the people with and for whom he works. His career with Northwestern Mutual has given Robert the opportunity to provide his clients with solutions and products that help them achieve their financial dreams. http://www.robert-grimm.com Ryan HougardyFinancial Representative Ryan Hougardy joins Northwestern Mutual after spending the past several years working as a District Representative for U.S. Representative, Ed Royce. He just completed his MBA last week at Chapman University where he also received his BS in Business Administration with an emphasis in Finance and Economics.
Ryan is originally from Thousand Oaks and has been living in Orange since 2005. He enjoys reading, spending time with family and friends, and being active. Mike JacobWealth Management Advisor
R Kurt KetchumFinancial Representative Kurt has been working in the financial services industry for four years. Most recently he served as a financial advisor for Edward Jones where he ran his own branch in Newport Beach. Kurt graduated from Chapman University in 2005 with a degree in Business Administration and a dual emphasis in Marketing and Management. After graduating, Kurt spent some time in the mortgage and real estate industries. Kurt currently lives on Balboa Island. In his spare time he enjoys golfing, team sports, hiking and other outdoor activities. Kurt has a girlfriend named Brittany who splits her time between Orange County and Malibu where she recently finished her second year at Pepperdine Law School. Kurt is very excited to continue his career with SFG and to grow a strong and thriving practice with the vast tools and resources that SFG has to offer. Joe MartinFinancial Representative Joe began his career in the financial services industry in 2008 with Smith Barney. He quickly built a successful practice based on his ability to analyze and understand his client’s attitude towards risk and volatility. In joining Northwestern Mutual, Joe will continue to grow his business with a focused interest on the insurance needs of his clients.
Prior to entering the financial services industry Joe had enjoyed senior positions with several of Southern California’s most prominent real estate and homebuilding companies including, KB Home, Centex Homes and Richmond American Homes. To date, Joe has overseen the development of well over 3,000 lots in Southern California, resulting in the sale and closing of more than 2,500 homes. Joe’s experience in real estate entitlement and development encompasses more than a decade and features the construction of complex infrastructure projects totaling more than $250 million, and project revenues exceeding $1 billion. During his career he has managed assets exceeding $750 million.
Joe earned his Bachelor of Science in Urban, Regional Planning and Development from the University of Southern California. He resides in Newport Beach with his wife Abby, and his son and daughter, 16 month old twins, Mack and Barnes. Ernie MedinaFinancial Representative Gary A Pluchino, CLU®, ChFC®, CLTCFinancial Advisor Brian Gregory RadosFinancial Representative Randy Riley, CLU®, ChFC®Financial Advisor
Randy and his wife Debbie have been married since 1983. They live in Coto de Caza, and have three sons, Adam, Matthew and Mark. Randy enjoys golfing, playing tennis, skiing, cycling, boating, going to the theatre, traveling and spending time with his sons. He is involved with the Isaiah House, serves on the boards of the Child Abuse Prevention Center of Orange County, Coto de Caza Golf & Racquet and NAIFA (National Association of Insurance and Financial Advisors). Randy is especially adept at working with high net worth business owners, professionals and personal clients. http://www.randyriley.nmfn.com Patrick J Stoll, CLU®, CFP®Wealth Management Advisor
Patrick is a graduate of the United States Air Force Academy where he earned his Bachelor of Science degree in Management . Prior to joining Northwestern Mutual - Irvine, Patrick worked for a Fortune 500 chemical company in the Los Angeles Area specializing in water treatment consulting. He also served in the U.S. Air Force as an officer for eight years, achieving the rank of Captain. In this role he managed ballistic missile and space launch programs. Patrick and his wife, Maria have been residents of Capistrano Beach since 1999, where they are raising their three boys Tyler, Ryan and Connor. He enjoys volunteering his time working with St. Edwards Church and the Isaiah House shelter in Santa Ana and is actively involved with his children in Club, as well as San Clemente High School soccer. http://www.patrick-stoll.com Kirk SummersFinancial Representative Kirk Summers joins us with a background in the health and beauty industry. Kirk has owned a cosmetics line for the past 10 years and also acted as a consultant for brands looking to expand their international distribution. Kirk successfully raised over $12MM in venture capital and sold his business in 2008. Kirk was born and raised in Newport Beach, but has also lived in San Francisco, Brazil and has travelled the world extensively. Kirk attended BYU and graduated with a degree in Zoology with a Pre-Medical Emphasis. Kirk recently married Sonia Russomanno in August 2011 and lives in Newport Coast with his two daughters, Alexandra (14) and Portia (10). On the rare occasion that Kirk has any free time, he spends it with his new wife and daughters. Sean Taeger, CLTC, CFP®Wealth Management Advisor
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Sean Taeger. http://www.seantaeger.com Todd Tripp, MPAFinancial Advisor
Jillian UrbanFinancial Representative Douglas P Veling, CLU®, ChFC®Financial Advisor Josh WakefieldFinancial Representative Jeff A Wells, CLU®, ChFC®, CLTCFinancial Advisor |
Jeff Bush is a Wealth Management Advisor with Northwestern Mutual - Irvine. Jeff has over 20 years of experience helping guide his clients to effective solutions for their retirement and insurance planning, as well as investment and portfolio management. Jeff received his B.A. in Business from Pacific Lutheran University in Tacoma, Washington. Jeff is married and has three children. Jeff is active in his community involvement as a board member and coach for Little League baseball, as well as being a committee member at the Orange County Jewish Community Center. He enjoys spending his time with family and friends, playing sports, and traveling. 
Brian Ephraim, with the help of a network of specialists, focuses on handling the financial needs of corporate executives and business owners, paying special attention to how each client's insurance and investment decisions impact their family's overall estate planning and wealth transfer objectives. Brian also works with corporations in a variety of areas including business continuation, the design and implementation of employee benefit plans, 401(k)/profit sharing plans and non-qualified retirement plans for key executives. 
http://www.rob-greer.com
Robert Grimm brings to his clients over seventeen years of professional experience in the financial industry. Robert became a Wealth Management Advisor in order to help individuals, families and business owners navigate their financial state of affairs by creating and implementing long term vision, thus, allowing them to focus on the things in their lives about which they are most passionate.
Mike Jacob specializes in working with closely held business owners and attorneys. For his clients, Mike works through an interactive process to help them focus on what they value, instead of what they own to help address their concerns as their financial needs evolve. 
Randy Riley has been with Northwestern Mutual since 1980. A native of Iowa, Randy earned his Bachelor of Liberal Arts from the University of Iowa and his Master of Business Administration from the University of Denver. Randy has been both a highly successful producer and manager with Northwestern Mutual.
Sean uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Sean helps people: