Get to know our 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.

I R

Isabella Rooney

Director of Business Development

Photo of Associate Financial Representative Gavin Reagan

Gavin Reagan

Associate Financial Representative

Gavin serves on Daniel's team as an Associate Financial Representative. As a career changer he brings a unique skill set to the team specializing in client relationships, social media, recruitment, & financial planning. Gavin is born and raised in Southern California, and enjoys golfing, pickle ball, & competing in endurance sports.

Photo of Talent Acquisition Specialist Cassandra Jasmine Evans

Cassandra Jasmine Evans

Talent Acquisition Specialist

Cassandra is our talent acquisition specialist in Long Beach, and she specializes in working with career changers and identifying top talent to elevate our practice. She is passionate about helping individuals reach their full potential in this rewarding career. Cassandra is originally from Minnesota but moved out to California in 2023. She loves spending time outside, traveling and trying new coffee shops!
 
Photo of Dustin Michael Krause

Dustin Michael Krause

Dustin leads the training and development program for the network’s financial advisors and representatives. His mission is to help others maximize their potential and achieve their definition of success. Dustin is a self-development enthusiast and passionate about transformative leadership.

Photo of Director of Marketing Elizabeth Gilbert

Elizabeth Gilbert

Director of Marketing

Elizabeth leads our marketing initiatives, including event planning and execution, trade association research, community partnership and sponsorship outreach, team development, and assistance with securing targeted speaking engagements and media relations opportunities. Elizabeth brings to the table her interpersonal and communication skills, along with her passion for writing. She is a graduate of Pepperdine University, where she earned her B.A. in Interpersonal Communication. 

Our extended team

Northwestern Mutual is home to specialists in every area, relying on each other for consultation and case preparation. We work together to create a comprehensive financial plan unique to each client.

Photo of Wealth Management Advisor Michael David Beeman

Michael David Beeman

CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Edward Lee

Edward Lee

CLU®, ChFC®, CASL®, AEP®, CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Edward Moyzes

Edward Moyzes

MAcc, CLU®, RICP®, CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Jessica Aliotti

Jessica Aliotti

CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Photo of Wealth Management Advisor David M Clausen

David M Clausen

CFP®, CLU®, ChFC®

Wealth Management Advisor

Photo of Partner and Private Wealth Advisor Terrance Lee Meyer Jr

Terrance Lee Meyer Jr

CLTC®

Partner and Private Wealth Advisor

Photo of Wealth Management Advisor Michael A Waxberg

Michael A Waxberg

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor