Our 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 investment account, please don't hesitate to contact us.
Tracy L Walker-Gaspard
Associate Financial Representative
Director of Operations / Associate Financial Representative for the office of Joe EskenaziOur Network of Specialists
Our network of financial planning specialists and their team members are uniquely well-positioned to work with clients in certain professional fields. While everybody has their own personal financial goals, our specialists have become intimately familiar with the various benefits packages and lifestyle factors that are often shared amongst individuals and business owners in these various groups. Understanding the nuances of these commonalities empowers our team to help clients maximize the resources that align with their own personal objectives.
Mark Wise
CFP®, ChFC®, CASL®, AEP®, RICP®
Wealth Management Advisor
"Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors. Since beginning with the company in 1999, Mark's growth and leadership led him to develop Wise Financial, his own financial services team within Northwestern Mutual. Wise Financial strives to be one of the most client-focused, tailored, and customized Wealth Management service providers in the country." Mark specializes in working with professional athletes and is an NFLPA Registered Player Financial Advisor.
John R. Calvert III
CFP®, CEPA®, CLU®, ChFC®
Partner
John Calvert is one of the top Wealth Management Advisors in the country, as he was most recently named in the top 100 of California's Best-in-State-Wealth-Advisors by Forbes; "John joined Northwestern Mutual Los Angeles in 1994 and Trapani Financial and Insurance Services in 1998, and is now Partner and Private Wealth Advisor at Trapani Calvert Wealth Management and Insurance Services." John specializes in investment and estate planning for high net-worth individuals and business owners.
Chris Bell
MBA, CFP®
Wealth Management Advisor
"Plan Differently; call it our motto! My team and I are a group of innovative specialists, here to help you discover what’s financially possible and plan for the unexpected. We work hard to help ensure that our clients’ money outlasts them. We are setting the standard, pushing limits, and powering what’s next for your goals." Chris specializes in working with attorneys and partners at law firms.
Nicolas Pakler
CFP®
Founder & Private Wealth Advisor
"Our objective is to assist individuals, families, and small businesses accumulate wealth, manage risk, and achieve financial security using a consultative and comprehensive financial planning process. We work closely with clients to develop innovative solutions that meet their long-term financial goals."