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.
Tess Grefenstette
Director of Client Relations
As a key member of the team, Tess’s responsibilities include daily operations of our business, communication, and client experience management.
With over 8 years of experience gained at Northwestern Mutual, Tess has held many various roles ranging from Office Experience Coordinator to Director of Training. Her extensive background equips her with the knowledge and expertise to excel in her current position. As Director of Client Relations, Tess is eager to collaborate with our clients and contribute to their financial success. With an M.A. in Curriculum and Instruction, Tess brings a great educational foundation, an unwavering work ethic, and exceptional attention to detail to her role.
Tess resides in San Clemente with her husband and two amazing daughters. When she isn’t working, Tess enjoys exploring the outdoors, spending time with her family, and continuing her dedication to the sport of running.
