Northwestern Mutual - San Diego

06/01/2026

Every high-performing organization is built one advisor at a time.

Recognizing our 1 and 2-Star Pathfinders – experienced professionals who continue to grow their practices, deepen client relationships, and raise the standard of what it means to serve at a high level. The trajectory this group is on is something to be proud of!

2-Star: Brady Sahnow, Ashley Russo, Charlene Quaresma, Andrew Cook, Cory Mahaffey, Kevin Sailor, Michael Willig, Lara Ryan, Michael Zatezalo, Jared Virtue, Matt Benjamin, Andrew Rubin, Luis Menjivar, Tony Lagomarsino, Lee Bruemmer, Jason Thomas, Marshal McGowan

1-Star: Andrew Usher, Devin Deverill, Joanathan Rubin, Clay Cooper, Jay Gilberg, Gregg Goulet, Grant Timperley, Kirk Stiewel, Andrew Stevens, Justin Scholey, Kristie Hill, Thomas Jensen, Charlie Burns, Wyatt Harris, Connor Russell, Matthew Johnson, Tim Dressler, Brian Davis, Connor McCullough, Aaron Poreda, Kate Johnson, Braden Sanford, Michael Smith, Kristin Muranyi, Derek Brown, Shawnah LeClair

05/29/2026

It's 529 Day! Scott Ashline of Ashline Financial recently joined ‘Working for Your Wallet’ on CBS 8 San Diego to discuss:
• What a 529 plan is and how it works
• Tax advantages of saving early
• Qualified education expenses
• Flexibility for trade schools and K-12 education
• Concerns about overfunding

One of the most important takeaways: it’s never “too late” to start planning and saving for future education expenses.

Great job, Scott! Your interview was engaging and insightful - helping bring more clarity to families navigating these important decisions.

Check out the full segment here:

Scott Ashline, Ashline Financial at Northwestern Mutual, joined News 8 to explain the benefits - and clear up confusion - of a 529 plan | Working For Your Wallet

05/28/2026

Congratulations to our 3, 4, and 5-Star Pathfinders – advisors who have demonstrated an exceptional standard of excellence, client commitment, and leadership within our organization.

Each of you has built something meaningful, and this recognition reflects the discipline and dedication it takes to perform at the highest level. We are proud to celebrate your accomplishments!

5-Star: Jake Johnson, Scott Ashline

4-Star: Jonathan Aires, Chantel Bonneau Stewart, David Miller, Ben Kalina, Robert Campbell

3-Star: Robert Caraveo, John Todd III, Joy Dow, Daniel Shahmoradian

05/27/2026

This month, we’re proud to recognize the anniversaries of some exceptional members of our team.

Congratulations to Jacob Chong, Mara Gabino, Garrett Kelly, Iliana Muckle, Jacob Spurgin, and Alejandra Welty on completing their first year with the organization. The energy, commitment, and growth each of you has demonstrated this year has made a meaningful impact on our team and the clients we serve.

A special recognition to Tony Lagomarsino on five years of dedicated service. Your continued contributions and development are a reflection of the culture we work to build every day.

And to Kevin Sailor – 25 years. That kind of tenure speaks for itself. Your leadership, consistency, and loyalty to this organization are truly exemplary, and we are grateful for every year you have invested here.

Milestones like these remind us that our greatest asset is our people. Thank you all for the meaningful work you do and the standard you set.

05/26/2026

Financial confidence is rarely tied to a single moment – it's built through preparation, consistency, and having a clear plan in place.

Chantel Bonneau Stewart recently shared perspective in Financial Advisor on Northwestern Mutual’s Personal Prosperity Index and what may be driving the growing sense of financial confidence many clients are experiencing today.

The article highlights how thoughtful financial planning can help people feel more prepared, more in control, and more aligned with their long-term goals.

Appreciate leaders who continue contributing meaningful commentary to conversations like this.

https://www.fa-mag.com/news/advisory-clients-are-happier-with-their-finances--but-why--exactly-86873.html

A company survey found that wealth level had little to do with advisor satisfaction.

05/25/2026

Today, we honor the men and women who made the ultimate sacrifice in service to our country.

Their courage and commitment serve as a lasting reminder of the responsibility we carry in how we lead, serve, and support others each day. We remember – and we are deeply grateful.

05/20/2026

Congratulations to Liesa Balfour and Joel Huicochea’s on achieving P40 Recognition – a milestone reached by only 12% of Northwestern Mutual representatives in their first six months!

This kind of early achievement reflects more than production. It reflects commitment to integrity, intentional client service, and a long-term approach to building a meaningful practice. Well-deserved recognition for two exceptional professionals!

05/19/2026

Important conversations around money aren’t just about strategy – they're about confidence, independence, and long-term security.

Ashley Russo recently joined Maria Arcega-Dunn and Teresa Sardina on Heels Off to discuss how women can take greater control of their financial future and navigate key life transitions with clarity.

Grateful to see the depth of perspective our advisors bring to conversations that go well beyond portfolio management. The work Ashley is doing to help women navigate financial decisions with confidence and clarity reflects exactly the kind of impact this organization stands for.

Watch the episode here:

Learn more at the Northwestern Mutual website: https://www.northwesternmutual.com/

05/18/2026

The Managing Director Conference in Scottsdale brought together leaders from across the enterprise for focused conversation around growth, development, and the responsibility that comes with building high-performing teams.

Time spent in settings like this continues to reinforce the importance of investing in people and building the next generation of leadership within our organization.

Appreciate the perspective, commitment, and leadership across the group.

05/14/2026

Preparation tends to matter more than timing – especially in a shifting rate environment.

Brian Davis recently joined CBS 8 San Diego to share perspective on what’s driving recent movement in mortgage rates and how buyers can think about the opportunity ahead.

As rates begin to ease, we’re seeing more activity return to the market. The fundamentals that drive good decisions remain consistent – understanding how a purchase fits within your broader financial picture is what ultimately positions people for better long-term outcomes.

We appreciate Brian’s perspective on helping individuals and families approach these decisions with clarity and confidence.

Watch the full interview here: https://www.cbs8.com/video/news/community/cbs8-guests/mortgage-rates-drop-to-a-four-week-low-working-for-your-wallet/509-1f950c78-e3b4-4bab-b26d-3039f96d39cb

This week, mortgage rates dropped to a four-week low. Financial Advisor Brian Davis joins News 8 to explain what's prompting rates to dip.