Meet My 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 Executive Assistant and Client Relationship Lead Joanne Roth

Joanne Roth

Executive Assistant and Client Relationship Lead

Joanne does a little of everything for Rob and his team, but her main priority is providing clients with a great experience. She schedules appointments, sets up accounts and applications, assists with policy changes, and frequently checks in with clients. Joanne has been with Rob’s team for four years and enjoys building relationships with Rob’s clients and helping make their financial goals a reality. If you have a question about your plan or are looking to schedule an appointment with Rob, reach out to Joanne.

Photo of Client Service Specialist Camille Dahl Romrell

Camille Dahl Romrell

Client Service Specialist

Camille provides underwriting support for risk products for both Rob’s team and new Advisors in the Lake Oswego office. She has been with Northwestern Mutual for four years and enjoys helping clients establish financial stability and peace of mind. Camille specializes in moving client policies through application, underwriting, and policy delivery. If you are needing assistance with your policy application, reach out to Camille.

Photo of Director of Training/Recruiter Kate LaFleur

Kate LaFleur

Director of Training/Recruiter

­Kate joins Rob’s team with 11 years of recruiting experience. She enjoys investing in people, encouraging people to be the best of themselves, and helping people find a meaningful career path as a Financial Representative. If you are interested in a career as a Financial Representative in the Lake Oswego office, reach out to Kate.

Photo of Marketing Specialist Jared Gordon

Jared Gordon

Marketing Specialist

Jared, a Hillsboro native, spent a year with Northwestern as a Financial Representative to gain knowledge and experience before joining Rob’s team. He works with clients to schedule meetings, and assists with their financial planning needs.

Meet My Strategic Partners

Through Northwestern Mutual, I work with 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 Thomas Jensen

Thomas Jensen

MSc, CFP®

Wealth Management Advisor

Thomas has been with Northwestern Mutual for 10 years, and specializes in working with career focused professionals who are nearing or in retirement. Thomas’ team focuses on investments and provides clarity and direction through education and accountability.

Thomas believes the only true way to accomplish long-term growth is to focus on what you can control, keep costs low, and minimize risk. No matter the market, saving and investing are the means to a fruitful end.

Photo of Wealth Management Advisor Cory A Mahaffey

Cory A Mahaffey

MBA, CLU®, CFP®

Wealth Management Advisor

Cory focuses on serving clients through comprehensive, whole-life financial planning. His goal is to help people leave a legacy for their future generations and protect what they have built.

Cory has been with Northwestern Mutual since 1996 and he enjoys providing intentional strategies so his clients can make the most of their money, encouraging them to dream big, and helping them accomplish their personal goals they never thought were even possible.