Putting
people first.
Get to know our leadership team
Leadership at the Sacramento office is dedicated to doing good for our clients, employees and community.
Rick Abell
MBA, CLU®, CLF®
Managing Partner
Rick Abell began his NM career in 1996 after earning his undergraduate degree from Washington State University and completing his M.B.A. at Clemson University. In 2006, Rick was appointed as an in-house managing director for the Seattle office. Rick nearly doubled the production of his unit in four years. In 2010,...
Rick Abell began his NM career in 1996 after earning his undergraduate degree from Washington State University and completing his M.B.A. at Clemson University. In 2006, Rick was appointed as an in-house managing director for the Seattle office. Rick nearly doubled the production of his unit in four years. In 2010, Rick transferred to the San Diego Financial Group to become their chief development officer. In this role, he was instrumental in helping the San Diego office rebuild the horizontal and vertical growth systems and processes. In 2013, Rick accepted the Managing Partner position in Sacramento. Rick’s leadership efforts focus on growing advisors, developing leaders, and changing the face of the field. Rick is responsible for the day-to-day operations and overall vision of offices in Sacramento, Roseville, Modesto, Chico and Reno. Rick is married to Tammy and they have four children: Davis, Ricky, Jackson and Bella. He enjoys golfing and fishing with his family.
Kevin Roberts, CLU, ChFC, and CLF professional is a Financial Advisor and the Managing Director for Northwestern Mutual. He works with successful physicians, business owners, and affluent families to help steer them toward financial success. Originally from Trinity County, Kevin graduated from California State...
Kevin Roberts, CLU, ChFC, and CLF professional is a Financial Advisor and the Managing Director for Northwestern Mutual. He works with successful physicians, business owners, and affluent families to help steer them toward financial success. Originally from Trinity County, Kevin graduated from California State University, Chico with a degree in Business Administration & Marketing in 2005. He joined NM soon after and quickly paced towards early milestones of success. As Managing Director, Kevin attracts and inspires entrepreneurs in designing fulfilling careers. Kevin is married to Rebecca and they have a daughter, Morgan. In his spare time, he enjoys traveling, golfing and hunting.
Our mission is to partner with our clients so they never have to make a financial decision alone. We specialize in working with those individuals or business' with retirement on their minds. Addressing concerns such as, "Can I retire?", "Do I have enough?", "How do I take money out"?. Helping clients understand...
Our mission is to partner with our clients so they never have to make a financial decision alone. We specialize in working with those individuals or business' with retirement on their minds. Addressing concerns such as, "Can I retire?", "Do I have enough?", "How do I take money out"?. Helping clients understand their social security options, medicare and RMD's, and the big one, taxes.
Max Baillargeon and his team will work to understand your financial goals and objectives as it relates to planning for today and your future. Whether you are concerned about your business, family or individual plan they will work to find a solution that fits your needs.
I enjoy living in my hometown of Chico with my wife and three children. With Chico as my home base, I work with clients throughout California and Nevada specializing in comprehensive financial planning for business owners and professionals. While building a lasting relationship is my overarching goal, I aim...
I enjoy living in my hometown of Chico with my wife and three children. With Chico as my home base, I work with clients throughout California and Nevada specializing in comprehensive financial planning for business owners and professionals. While building a lasting relationship is my overarching goal, I aim to help my clients create financial peace of mind through comprehensive planning.
Joe Chiesa
Chief Financial Officer
Gina Loza
Director of Training and Development
Gina assists new representatives in launching their career by developing their initial market and by driving our Planning Academy training program. She facilitates the Diversity & Inclusion Council creating and maintaining a culture of respect and inclusion, and chairs the Philanthropy Committee serving, supporting,...
Gina assists new representatives in launching their career by developing their initial market and by driving our Planning Academy training program. She facilitates the Diversity & Inclusion Council creating and maintaining a culture of respect and inclusion, and chairs the Philanthropy Committee serving, supporting, and recognizing various community organizations and initiatives in the through awareness, fundraising, and volunteerism. A proud Chico State grad, Gina enjoys running, exploring restaurants with husband Steve, and dancing to Dave Matthews Band with sons Aiden and Troy.
Scott Wolfe
Director of Supervision