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MEET THE TEAM

Our team understands that at the end of the day, we work for our clients—not our firm. And when you’re running a business or maintaining a highly successful career, you need someone looking out for your best interest. We’re here to provide the dedicated, consultative support you deserve, and we’re committed to making your life a little bit simpler every day. With highly-specialized experts collaborating to enhance each area of your plan, you can trust we’ll take care of everything for you—so you can get back to what you do best.

financial times top financial advisers 2020

The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors who use them, and our team is proud to be a part of it.

THE FINANCIAL TIMES “TOP FINANCIAL ADVISERS” LIST (APRIL 2020). PRODUCED ANNUALLY BY IGNITES RESEARCH, ON BEHALF OF THE FINANCIAL TIMES. DATA AS OF 6/30/2019. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.

Bryan B. Beauchamp CLU®, ChFC®

Principal and Private Wealth Advisor

Saede P. Maleki CLU®, ChFC®

Principal and Private Wealth Advisor

Gina M. Natoli CLTC®

Financial Advisor

Stephen W. Beiser MBA, CPWA®

Private Wealth Advisor

Michael R. Bernhard CFP®, CFA®

Director of Investments

Will Harman MBA

Director of Investment Research

Jessica L. Lloyd

Director of Investment Operations

Michael T. Herbstreith CFA®, CAP®, RICP®

Director of Strategic Development

Charles Maleki

Financial Planning Analyst

William Kouvoukliotis

Associate Private Wealth Advisor

Rebecca A. Boak

Director of Operations

Melissa S. Switalski

Director of Client Services

Kayla Lang

Director of Insurance Operations

Tyler Newsom

Investment Operations Associate