Brett J Bissell

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Staff

Being a client of Brett Bissell means you entrust him to help you accomplish your goals.  Brett leads his staff in support of this commitment.  Brett and his team never forget that customer service is the key to helping make their clients’ dreams come true.  Together with his colleague, Robert A. Grimm,  they are able to expand their expertise to help meet a client's financial goals.

My Colleagues:

Robert Grimm, CLU, CLTC, ChFC, CFP®
Wealth Management Advisor

Together we strive to develop trusted relationships with each of our clients to help them feel financially secure, enabling them to focus their lives on the areas they are most passionate about.

My team of associates is extremely detail oriented and able to identify the complex aspects of personal and business needs analysis.

Through The Network, I have access to a wide array of specialists that offer advanced expertise. Together we create the solid financial framework to help achieve your goals.

 

 

 

 

 
 

Jennia C Stonich
Associate Financial Representative
jennia.stonich@nmfn.com
(949) 622-7237

Jennia has been with our team for over ten years. She is responsible for managing the client acquisition and planning process. Along with scheduling our client meetings she directs the flow of business and maintains excellent client relationships. Jennia earned her Bachelor's Degree in Interdisciplinary Studies at Arizona State University, and holds the California Life and Health Licenses.

Jennia C Stonich

Correna M Nordlund
Associate Financial Representative
c.nordlund@nmfn.com
(949) 622-7210

Correna joined Northwestern Mutual Financial Network in 2006. Along with managing insurance operations, she provides the highest level of customer service. Correna comes to us from Minnesota where she attended the University of Minnesota and holds her FINRA Series 6 and 63 and her California Life and Health licenses.

Correna M Nordlund

Jeffrey E Edwards
Associate Wealth Management Advisor
jeff.edwards@nmfn.com
(949) 622-7232

With more than ten years experience with Northwestern Mutual, Jeff is our Associate Wealth Management Advisor whose primary focus is securities research, portfolio design and estate planning analysis. Jeff earned his Bachelor’s Degree from California State University Long Beach and holds his FINRA Series 63, 66, 7 and his California Life and Health licenses. In 2011 he earned the designation Certified Financial PlannerTM (CFP).

Jeffrey E Edwards

Christine Fong
Associate Wealth Management Advisor
christine.fong@nmfn.com
(949) 622-7242

Christine joined the team in 2007 and is responsible for setting up accounts and transfers, account management, portfolio analysis, client servicing, and preparation for client reviews. Christine graduated from the University of California Irvine with a Bachelor’s degree in Business Economics and holds her FINRA Series 7 and 66 and California Life and Health license.

Christine  Fong

Anthony Abadilla
Associate Wealth Management Advisor
anthony.abadilla@nmfn.com
(949) 622-7280

Anthony has over five years of experience in the financial services industry. His responsibilities include client services, portfolio analysis, and preparing client reviews. A graduate of California State University Fullerton, Anthony has a Bachelor’s degree in Business Management and minor in Computer Science. He holds his FINRA Series 7, 66 and California Life and Health license. In 2011 Anthony earned the designations Chartered Life Underwriter ( CLU) , Chartered Financial Consultant ChFC & CERTIFIED FINANCIAL PLANNER TM CFPR.

Anthony  Abadilla

Rachel J Wadsworth
Marketing Manager
rachel.wadsworth@nmfn.com
(949) 622-7210

Rachel joined Northwestern Mutual in 2008. She has over seven years experience in client relations, marketing and management. Rachel is responsible for all marketing, special events and special projects. She graduated from the University of Northern Iowa with a Bachelor’s Degree in Organizational Communications and holds the California Life and Health License.

Rachel J Wadsworth