Brett J Bissell, CLU®, ChFC®, CFP®

Wealth Management Advisor

My Team

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 planning analysis.

Through Northwestern Mutual, 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.


 

 

Our Veteran Colleague:


Tom I. Delahooke, CLU®, ChFC®
Senior Financial Representative

Tom has led the office in Long Term Care, Long Term Disability and Annuities sales.

Tom has served as president of several organizations including Pasadena Estate Planning Council and Pasadena Society of Financial Service Professionals. He has also worked as a director of the Pasadena Tournament of Roses and the Pasadena Rotary Club. Tom is very involved with his church and other faith based organizations including Reasons to Believe and Youth for Christ.

Tom met his wife, Nancy, at Pasadena City College where Tom was President of several campus organizations, including the student body. Tom and Nancy were married during their senior year at UCLA. They have two daughters and six grandchildren.

My Team:

 
Christine A Fong

Christine A Fong, CFP®

Associate Wealth Management Advisor
Office 949-622-7242

Christine joined the team in 2007. Her primary responsibilities include portfolio construction, securities analysis, planning analysis, and client servicing. Christine graduated from the University of California Irvine with a Bachelor’s degree in Business Economics. She holds her FINRA Series 7, Series 63, California Life and Health license, and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Christine lives in Irvine but routinely visits the Bay Area where she’s originally from.

 
Anthony J. Abadilla

Anthony J. Abadilla, CLU®, ChFC®, CFP®

Associate Wealth Management Advisor
Office 949-622-7280

Anthony started his financial services career in 2007.  A graduate of California State University Fullerton, Anthony received his Bachelor’s degree in Business Management and a Minor in Computer Science.  His primary responsibilities include client reviews, case management and analysis, as well as coordinating operations for the team.  He holds his FINRA Series 7, 66 and California Life and Health Licenses.  In 2011 he earned the designations CLU®, ChFC® & CFP®.

Anthony currently resides in Irvine with his wife Ryza, his son Nathaniel, and his two dogs Bella and Teya.  In his free time he enjoys spending time with his family, seeing movies, and watching his favorite team the Los Angeles Lakers.

 
Irene Farrier

Irene Farrier

Office 949-622-7237

Irene joined our Northwestern Mutual team as an Associate Financial Representative in 2015 and brings over 13 years of financial services experience working closely with a Wealth Manager and Estate planner for the last eight of those years.   Irene’s primary objective’s include providing excellent customer service and maintaining client relations, scheduling all appointments, marketing and event planning, and insurance servicing.    

Irene currently resides in San Clemente and has lived there for over 20 years.  She has three kids, her daughter Morgan who is currently serving in the Navy in San Diego and two high school boys, Ryan 16 and Will 14 both are very involved in water polo all year long.  Aside from spending time with her kids, friends and family, she enjoys working out, beach hiking and reading in her spare time.   

 
Joseph B. Olson

Joseph B. Olson, CFA®

Associate Wealth Management Advisor
Office 949-622-7210

Joe came to the Orange County area to study applied mathematics at the University of California, Irvine, after which he began his finance career with JPMorgan Chase. His responsibilities include in depth investment analysis, mutual fund due diligence and client service. He holds the Chartered Financial Analyst® (CFA) designation and is a full member of the CFA Institute and CFA Society of Los Angeles. Joe lives in Irvine with his wife Jennifer along with their German shepherd, Cashew.

 
Michelle Chavez

Michelle Chavez

Office 949-622-7200

Michelle joined the team in 2015. Her primary responsibilities include providing exceptional client service and coordinating all insurance underwriting processes. Michelle graduated from California State University Fullerton with a Bachelor’s degree in Business Management, and she is currently working on obtaining her California Life and Health insurance license. She currently resides in Carson and loves to read, work out, and hang out with friends in her free time.

 
Kosal S Heng

Kosal S Heng

Associate Wealth Management Advisor
Office 949-769-5637

Kosal started his financial services career in 2004 after earning his Bachelor’s degree in Business Management from California State University Fullerton.  His primary responsibilities include setting up accounts, transfers, account management, client servicing and review preparation .  He holds his FINRA Series 7, 63 and California Life and Health Licenses.

Kosal resides in Tustin with his wife Sayaka, where he is a lifelong student of investments, photography, automobiles and traveling.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck