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.

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Jacqueline A Phan

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.

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Chad A Shaw

CFP®, AEP®

Financial Advisor

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Jordan Kirby

B.A.

Financial Advisor

I am keenly aware of the challenges people face regarding personal finance. My aim is to assist individuals and families on their pathway to financial independence - providing them an approachable plan to guide their steps toward achieving their goals. My team and I specialize in risk management, retirement planning, generational planning, distribution strategies and tax-efficient strategies.
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Nikki Solis

ChFC®

Financial Advisor

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Matthew Greiner

CFP®

Financial Advisor

As a Financial Advisor and Growth & Development Director for Northwestern Mutual, Matthew’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Matt works with clients to identify their most important financial goals and then focuses on personalized solutions that can help make those financial goals a reality.