Teri has 30 years of experience at Northwestern Mutual. She is the Director of Investment Operations and Services in our Spokane office. Teri holds a Washington State life and disability insurance license and Series 7, 66, 6 & 63 security registrations.

Natalie has been with Northwestern Mutual since 2004. She joined our team in 2012. Natalie is responsible for scheduling appointments, communicating with clients, and facilitating your relationship with our office. She also assists our clients by transferring and implementing investment strategies and placing insurance business providing ongoing client service. Natalie is insurance licensed and has her Series 7, 6 & 63.

Chad started his career with Raymond James in 2007 as a Sales Assistant & Financial Advisor. He then worked for Edward Jones from 2010-2015 as a Financial Advisor and D.A. Davidson from 2015-2021 as a Financial Advisor and 401(k) Specialist. He joined our team in 2021 as an AWMA. Chad is responsible for wealth management services and planning. Chad holds a Washington and Idaho State life and disability insurance license, as well as a Series 7 & 66 security registrations.

Kolton began his career with Northwestern Mutual in 2019 while he was finishing his bachelor’s degree at Washington State University. He joined our team in 2021. Kolton focuses his efforts towards helping to create and implement proposals & financial planning analysis for clients, as well as strategic marketing plans to enhance productivity and grow revenue for the Pinecroft team. Kolton holds an Idaho and Washington State life and disability insurance license.

Betsy started her career with Northwestern Mutual in 2017. She joined our team in 2021. Betsy’s focuses her efforts on new business implementation. Betsy works directly with clients through the application and underwriting stages of implementing their life, disability, and long-term care insurance needs. Betsy holds an Idaho and Washington State life and disability insurance license.

Ezra attended Washington State University, graduating in 2022 with Bachelors in Business Administration and Economics. He joined our team in 2022 shortly after. Ezra’s role on the team is Operations Assistant. He focuses his efforts towards Financial Services Support: onboarding new clients, CRM management, and investment client services.

Megan started her career with Northwestern Mutual in August of 2022 as a financial representative. She joined our team in December of 2023. Megan’s role on the team is planning associate she focuses her efforts on communicating with clients, building, and maintaining the relationship with our office. Megan holds both life and disability insurance licenses.