Jeff Gilliam
Wealth Management Advisor|CLU®, ChFC®, WMCP®
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.
Jesse McKindley
Associate Wealth Management Advisor
Jesse has been with Northwestern Mutual since 2009 and started working with Jeff in 2011. He is responsible for the management of Jeff’s Investment Practice. Jesse holds his FINRA Series 7, Series 6, Series 63 Securities Licenses, as well as a California State Insurance License for Life, Health, Disability, and Long-Term Care
Becky A Emerich
Associate Financial Representative
Becky has been with Jeff Gilliam's team since March of 2007 and has been with Northwestern Mutual since 2005. Becky is a 2001 graduate of The Master's College with a degree in Business Management. As an Associate Financial Representative, Becky supports the Gilliam team with the insurance portion of the business, including underwriting and servicing.
Becky holds a California State Insurance license and is also securities licensed.