Amber Romo

Nancy Murillo is the Executive Assistant to Amber Romo, our Managing Director in Ontario. She provides administrative support, schedule management, and assistance to Amber‘s personal practice. She brings over five years of experience and previously served as an Executive Assistant at a startup. Nancy holds a Bachelor of Arts in Communications with a concentration in Entertainment and Tourism from California State University, Fullerton. Outside of work, she enjoys spending quality time with friends and family, playing tennis, visiting Disneyland, and planning her upcoming adventures.

Mehdi started in the Finance Industry by obtaining his SIE, Series 7, and Series 63 licenses as a Client Experience Specialist for eToro, an online brokerage for retail investors. Mehdi brings his experience in problem-solving and coordination to promote a seamless relationship with clientele.

Mehdi was born in Tarzana and graduated from the California State University of Northridge with his Bachelor's degree in Marketing in 2017. He calls Canoga Park his home, has two cats, and loves all-you-can-eat dining.

Thomas started as a Financial Representative in 2014 and transitioned to an Associate Wealth Management Advisor for 4 years. Having experience with both the client-facing side of the business and behind-the-scenes support, he brings a unique combination of skills to the team. Thomas is now the Director of Financial Planning for the Baron Network Office, overseeing both the FPS and Case Manager teams. Thomas holds his FINRA Series 7, 6, & 63 designations along with CA Life & Health. Thomas is a native to Los Angeles and grew up on the East Side. After graduating from Menlo College in 2011 with a degree in Psychology, he lived abroad in South Korea for 2 years where he taught English, and studied the Korean language. He now resides in West LA with his partner David and his dog Koate.

As Chief Growth & Supervision Officer, Matt aims to empower advisors to grow and succeed while maintaining a defined risk appetite. Matt is energized by working with advisor teams to review business practices and help them better serve clients as well as providing a foundation and training for advisors just starting in the business. Before Northwestern Mutual, Matt was on the Investment Risk & Analytics team at J.P. Morgan in New York, where his role was primarily focused on client suitability, developing limits for client concentrations within an investment account.

Matt moved to California after being on the east coast for most of his life. He enjoys spending time with his two little girls, Marlowe and August, and his amazing wife, Maggie.  Because Matt loves to learn a little bit about everything, he has a collection of hobbies to show for it, including working as a self-taught carpenter, electrician, and plumber on the rebuild of his new home.

Patricia provides strategic direction that aligns with and delivers on organizational goals. Driving strategic planning and execution, she builds awareness, increases client satisfaction, and helps deepen engagement with NM products and services through her department's marketing efforts. Patricia’s 25 years of human resource experience, coupled with her marketing and operations knowledge, has provided her with the foundation to make an impact in this newly developed role.

Patricia received her Bachelor of Science in Business Administration from Franklin University with an emphasis in Human Resources. She also holds a professional designation in Human Resources from the University of California, Los Angeles.

When Patricia isn’t working solving people/business challenges, you will most likely find her on the soccer field cheering on her three beautiful children.