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 Financial Advisor Doug Turner

Doug Turner

Financial Advisor

Doug's practice works with closely held businesses as well as personal insurance, investments and retirement planning. Doug specializes in tax deferred investments, insurance products as well as wealth building and protection strategies.

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 Wealth Management Advisor Alex M. Rosenblatt

Alex M. Rosenblatt

CLTC®

Wealth Management Advisor

I am a native San Franciscan and graduate of the University of San Francisco. As a Wealth Management Advisor with Northwestern Mutual, my team and I bring expertise, achievement, and respect earned over more than 20 years of successful accomplishment in the industry. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits.

Photo of Wealth Management Advisor Davie Cochrane

Davie Cochrane

CPA, CLU®, ChFC®, CFP®

Wealth Management Advisor

Davie Cochrane is home grown in the Bay Area. He was born in San Francisco, grew up in San Rafael, went to college at UC Santa Cruz and came right back to San Francisco. In 2010, Davie joined Northwestern Mutual to bring a proactive planning focus to help people create more confidence and joy around money.

Photo of Financial Representative Irina McGrath

Irina McGrath

Financial Representative

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Our niche expertise is with tech professionals deciphering the world of RSUs/ESPP/NQSOs/ISOs.

Photo of Financial Advisor Marlin Mitchell Adams

Marlin Mitchell Adams

CLTC®

Financial Advisor

Marlin’s practice works with closely held businesses and compassionate, high quality individuals and families. Marlin specializes in tax-deferred investments and insurance.

Photo of Wealth Management Advisor William Richardson III

William Richardson III

CFP®

Wealth Management Advisor