Get to know my dedicated team

Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring our own, unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!

Photo of Director of Planning and Investment Operations Alyssa L Davey

Alyssa L Davey

CFP®

Director of Planning and Investment Operations

As Brian's team's Director of Financial Planning, Alyssa manages the day-to-day financial planning operations, client services, and investment operations. She joined Northwestern Mutual in 2018 after graduating from California State University, Fullerton, she brings expertise and holds her series 6 and 63 Registrations, Life and Health Insurance License, and a CERTIFIED FINANCIAL PLANNER Designation. Alyssa grew up in Laguna Niguel and loves to spend time outdoors with her French Bulldog Hank and her husband Blake.

Photo of Director of Client Relations Guadalupe Ortega

Guadalupe Ortega

Director of Client Relations

After almost a decade in hospitality, Guadalupe was ready to serve clients in a different capacity.  She pursued a career in finance, determined to educate and empower clients to take control of their financial lives and joined Northwestern Mutual in 2019. As Director of Client Relations, Guadalupe ensures clients receive the highest level of service by aiding in financial plan implementation, coordinating meetings, and addressing service inquiries. She holds her FINRA Series 6 and 63 registrations. Guadalupe earned her Bachelor of Arts in Political Science from Lake Forest College. She currently resides in Santa Ana, CA, with her husband and two cats.  She finds joy in shared meals, long walks, hiking, and road trips with family and friends.

Photo of Investment Operations Associate Bianca David

Bianca David

Investment Operations Associate

As a financial planning assistant, Bianca is passionate about providing clients with an exceptional experience. Extremely adaptable and resourceful, Bianca assists in the creation of financial plans and guides our clients smoothly through the stages of the financial planning process. She enjoys playing an instrumental role on the team and in helping clients achieve their financial goals. Bianca has a degree in Business Administration with an emphasis in Finance from Cal State University Long Beach. Born and raised in California, Bianca currently resides in Fullerton with her husband, Exekiel, and their two Golden Retrievers, Penny, and Ginger. They enjoy traveling, trying out new food spots, and taking their dogs to the beach in their free time.

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Egbert C Francisco

BBA

Insurance Specialist

Egbert Francisco joined Northwestern Mutual in 2016. He serves as the liaison for Brian Rados and our clients with Home Office underwriters in processing all insurance business from start to finish. His extensive experience working for an insurance company for several years has given him profound knowledge and understanding of the daily aspects with regard to underwriting and managing cases. Egbert has a Bachelor's Degree in Business, and in his spare time enjoys composing music, eating great food, and traveling to great places.

Photo of Director of Marketing Chelsea McLane

Chelsea McLane

Director of Marketing

Chelsea provides support with several marketing initiatives, including event planning and logistics, flyers, target market sponsorships, advertising, marketing collateral and decks, vendor research, media relations, and marketing training. Chelsea earned her Bachelor of Arts degree in Fashion Merchandising from the University of South Carolina. She brings to the table her interpersonal and communication skills, along with her passion for people. 

Get to know my dedicated 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 Financial Advisor Gary A Pluchino

Gary A Pluchino

CLU®, ChFC®, CLTC®

Financial Advisor

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Photo of Private Wealth Advisor Michael Jacob

Michael Jacob

ChFC®

Private Wealth Advisor

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Photo of Private Wealth Advisor Matthew Farrell

Matthew Farrell

CFP®

Private Wealth Advisor

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Photo of Private Wealth Advisor Patrick Stoll

Patrick Stoll

CFP®, RICP®, CLU®, ChFC®

Private Wealth Advisor

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Photo of Private Wealth Advisor Joshua David Buttrey

Joshua David Buttrey

CFP®, RICP®, WMCP®, CLU®

Private Wealth Advisor

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