Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Financial Planning Thomas Michael Forbes

Thomas Michael Forbes

Director of Financial Planning

Photo of Director of Business Development Viviana Sanchez

Viviana Sanchez

Director of Business Development

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.

Photo of Founder and Private Wealth Advisor Michael A Waxberg

Michael A Waxberg

CLU®, ChFC®, CFP®, RICP®

Founder and Private Wealth Advisor

Photo of Wealth Management Advisor de Winter Leif Stewart

de Winter Leif Stewart

CFP®, ChFC®, CLTC®, MBA

Wealth Management Advisor

de Winter Stewart CFP® is a Financial Advisor with Northwestern Mutual, based in Los Angeles. de Winter specializes in working with attorneys, business owners, and executives across the country.

Photo of Wealth Management Advisor Chris Bell

Chris Bell

MBA, CFP®

Wealth Management Advisor

Plan Differently; call it our motto! My team and I are a group of innovative specialists, here to help you discover what’s financially possible and plan for the unexpected. We work hard to help ensure that our clients’ money outlasts them. We are setting the standard, pushing limits, and powering what’s next for your goals.
Photo of Financial Advisor Ian Alvarez

Ian Alvarez

Financial Advisor

Photo of Financial Advisor Jason M Cole

Jason M Cole

MBA

Financial Advisor

My mission is to empower, educate and shift the general mindset around money from a scarcity to an abundance mindset. I hope to develop life-long and meaningful relationships with my clients, helping them to identify and achieve their goals and dreams through comprehensive financial planning that gets them to the path of financial security.
Photo of Managing Partner Juan S. Baron

Juan S. Baron

CFP®, CLU®, ChFC®

Managing Partner

Juan Baron is a Wealth Management Advisor and the Managing Director for Northwestern Mutual - West Los Angeles. He works with successful physicians, business owners, and affluent families to help steer them toward financial success. He is a sought after speaker both industry-wide and to physician groups nationwide on the subject of financial planning.
Photo of Managing Director Craig L Quinlan

Craig L Quinlan

CLU®

Managing Director

Craig started his career with Northwestern Mutual in 1986 as an Intern, after graduating from Illinois State University. Utilizing the 30+ years of experience gained as a financial advisor and leader, Craig, became the Managing Director of the Walnut Creek and Redwood City offices of the San Francisco Bay Area Group. Craig is also on the Board of Advisors for Alex's Lemonade Stand Foundation.
Photo of Financial Advisor Laura DiFiglio

Laura DiFiglio

Financial Advisor