Putting
people first.
Get to know our leadership team
Leadership at the Lake Oswego office is dedicated to doing good for our clients, employees and community.
After working in a career that he was not "passionate" about, Rob Metler joined Northwestern Mutual of Oregon and SW Washington in 2011 as the Director of Finance and Operations. After three years he moved into the role as Chief Development Officer and in 2018 became the Managing Director of the Lake Oswego office....
After working in a career that he was not "passionate" about, Rob Metler joined Northwestern Mutual of Oregon and SW Washington in 2011 as the Director of Finance and Operations. After three years he moved into the role as Chief Development Officer and in 2018 became the Managing Director of the Lake Oswego office. Rob believes in helping people and wants to impact generations to come.
Kevin specializes on working with families, business owners, and boomers to define and reach their financial goals. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Through Kevin's partnership with the Todd Organization, he also...
Kevin specializes on working with families, business owners, and boomers to define and reach their financial goals. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Through Kevin's partnership with the Todd Organization, he also specializes in executive benefits and deferred compensation plans.
Seth Weinstein is dedicated to creating lifetime relationships with business owners, executives and approaching baby boomers, and their families. Seth specializes in providing a strategic financial solution for all walks of life.
Michael Willig and his team work with medical professionals, small and medium size business owners and pre-retirees. We believe in developing strong financial strategies to protect what has been created. Mike and his team will be a valuable resource in building upon that creation in order to meet goals for the...
Michael Willig and his team work with medical professionals, small and medium size business owners and pre-retirees. We believe in developing strong financial strategies to protect what has been created. Mike and his team will be a valuable resource in building upon that creation in order to meet goals for the future. In addition, our team has members that are geared toward working with people who are just starting out on their financial journey in order to establish a solid foundation of financial security.