My 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 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 Marketing Elizabeth Gilbert

Elizabeth Gilbert

Director of Marketing

Photo of Director of Career Development Autumn Katz

Autumn Katz

Director of Career Development

Photo of Investment Operations Manager Katelyn Marie Reid Avancena

Katelyn Marie Reid Avancena

Investment Operations Manager

Photo of Insurance Operations Manager Julie Yoo Jung Hwang

Julie Yoo Jung Hwang

Insurance Operations Manager

My 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 Annuity Specialist David M Clausen

David M Clausen

CFP®, CLU®, ChFC®

Annuity Specialist

Every client has a unique vision for their financial future. At Sentinel Bridge, our mission is to help your vision become your reality.
Photo of Disability Income Specialist Paul Baboolal

Paul Baboolal

CLU®, ChFC®

Disability Income Specialist

Financial planning is a life-long process that assists you and your family in taking control of your financial future. Paul Baboolal helps his clients build and implement their financial security game plan so they can feel safe in a complex world. He often partners with South Bay families, attorneys, and real estate professionals to help them realize their financial goals.
Photo of Estate & Business Planning Specialist David Katz

David Katz

CLU®

Estate & Business Planning Specialist

David Katz is a seasoned Wealth Management Advisor who provides comprehensive financial guidance to his clients. He specializes in estate planning, fee-based planning, and investments, often working with business owners. David and his team match their clients' needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products.
Photo of Wealth Management Advisor Jessica Aliotti

Jessica Aliotti

CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

I specialize in working with driven and successful professionals, specifically those in the market for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on tax efficiency and wealth preservation, yet we excel with clients who are in the process of building their careers, as they establish a strong financial planning foundation for their lives.
Photo of President and CEO Andrew Manier

Andrew Manier

CFP®, AEP®, ChFC®, RICP®

President and CEO

Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, and efficiency. We strive to provide the best client experience possible.
Photo of Wealth Management Advisor Keith Wagner

Keith Wagner

CLU®

Wealth Management Advisor

An industry leader in financial planning, wealth management and insurance advisory services, our mission is to provide holistic planning for our clients, which incorporates all aspects of one’s professional and family goals. Please visit our website to learn more about our team.
Photo of Wealth Management Advisor and Co-Founder Sandeep Gupta

Sandeep Gupta

MBA, CFP®, ChFC®, RICP®, CAP®

Wealth Management Advisor and Co-Founder

I specialize in helping families plan for their complete financial future. It's all about the comforting feeling you get when you know that you are growing wealth efficiently and helping to protect what's most important to you.