Staff
Brett Bissell´s clients trust him to provide expert guidance and innovative solutions. Together with his colleagues, Robert Grimm and David Tuason, we are able to expand our expertise to meet the necessary changes required to meet client short-term and long-range financial goals.
My Colleagues:
Robert Grimm, CLU, CLTC, ChFC, CFP®
Sr. Investment Specialist
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 joined Northwestern Mutual in 2001 and is responsible for managing the client acquisition. Along with directing the flow of business, she also maintains excellent client relationships. Jennia earned her Bachelor's Degree in Interdisciplinary Studies with an emphasis in Business and Psychology at Arizona State University, and holds California life and health insurance licenses. Jennia lives with her husband Eric in Irvine Ca and enjoys cooking, mountain bike riding and camping.
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Rachel J Wadsworth
Associate Financial Representative
rachel.wadsworth@nmfn.com
(949) 622-7210
Rachel joined Northwestern Mutual Financial Network in 2008. She comes to us with over 4 years experience in client relations and management. Along with navigating the flow of business and maintaining the planning process, she provides the highest level of customer service. Rachel earned a Bachelor’s Degree in Organizational Communications from the University of Northern Iowa and holds the California life and health insurance licenses.
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Jeffrey E Edwards
Associate Wealth Management Advisor
jeff.edwards@nmfn.com
(949) 622-7232
With more than 10 years experience with Northwestern Mutual in the investment arena, Jeff is our Associate Wealth Management Advisor and the expertise he brings to our team is in the administrative and research support with portfolio and estate analysis, securities research analysis, and asset allocation. Jeff holds his FINRA securities registration and California life and health insurance licenses.
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Albert Martinez
Financial Representative Assistant
albert.martinez@nmfn.com
(949) 622-7242
Albert joined the team in 2008, and has over four years of experience in financial services. Albert is responsible for investment client services, preparing investment analyses and reviews for our clients. Albert graduated from San Diego State University with a Bachelors Degree in Business Administration with an emphasis in Management Information Systems. He holds his general securities registration, along with a certificate in Personal Financial Planning from the University of California, Irvine. Albert lives in Orange County and enjoys spending time with friends and family.
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Christine Fong
Financial Representative Assistant
christine.fong@nmfn.com
(949) 769-5623
Christine began her tenure at Northwestern Mutual Financial Network in an internship program and then joined the team as a full time associate in 2008. Under the direction of Robert, Christine directs day-to-day investment operations, including client inquiries, account set-ups and transfers, and preparation for client reviews. Christine recently graduated with a Bachelor’s degree in Business Economics. Christine resides in Orange County and enjoys all outdoor sports.
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