Associates

The most valuable and most important asset of ANY business is their people.  At the Newport Beach, Orange and Riverside offices of Northwestern Mutual, we don't feel any differently.  Even though we are a firm of nearly 80 financial professionals we wanted to highlight a composite of our firm who are most substantially impacting our community.

 
 Chad A Shaw

Chad A Shaw

Financial Advisor
chad.shaw@nm.com

My Networks: LinkedIn

As a Representative with the Northwestern Mutual Financial Network, Chad Shaw works with clients to identify their financial security needs and then focuses on solutions that can help make their goals a reality. Chad relies not only on his own knowledge and experience, but also calls on the expertise of a team of specialists available through the Network. Chad helps individuals achieve a more secure future by working to understand their situation, and looking to build a relationship that will serve their needs over time. Visit Chad's Web site at chadshaw.nm.com for additional information.

 
 Craig J Lindholm

Craig J Lindholm

Financial Advisor
craig.lindholm@nm.com

A Carlsbad resident since December 1983, Craig has been married to his wife Valerie for 23 years. Their son Jon is developing his personal practice as a Financial Representative with Northwestern Mutual. Their daughter lives and works in New York City as an online editor for Women’s Wear Daily
 
Craig an active member and past president of The Rotary Club of Carlsbad and currently serves as treasurer to the Carlsbad Rotary Foundation.  A number of philanthropic organizations have been the recipient of his professional skills and financial support such as the Boy Scouts of America and the Tri-City Hospital Foundation.
 
Craig's entire life has been drawn to automobiles and motorcycles of various types. In his spare time he maintains and periodically drives several collector cars, enjoying these designs from an earlier time.

 
 Curt Carlson

Curt Carlson, CLU®

Wealth Management Advisor
curt.carlson@nm.com

My Networks: LinkedIn

 

Curt graduated from South Dakota State University with a Bachelor of Science degree in Agricultural Business and began his career with Northwestern Mutual in 1989.  He has assembled a team devoted to the care of his practice and to providing outstanding service for his clients.  Curt specializes in working with business owners, executives, attorneys, and physicians.

As a Wealth Management Advisor, Curt Carlson has earned the Chartered Life Underwriter (CLU®) designation through the American College of Financial Services.  The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.

Curt resides in Monarch Beach, California and enjoys spending most of his free time with his family.  He and his wife, Renee, have been married for seven years.  They have one son, Cole, who is six years old.  Curt also likes to spend his free time mountain biking, snowboarding, reading, traveling, and mentoring new financial representatives.

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 Erik Ross Gomez

Erik Ross Gomez

Financial Representative
erik.gomez@nm.com

My Networks: LinkedIn

Erik R Gomez has been a Financial Representative with Northwestern Mutual since 2005 and is based out of the Mulroy network office in Newport Beach, CA. Erik received his Bachelor of Science degree in Business Management and Business Finance from California State University Long Beach. Gomez continues to be involved in his community as a member of the Orange County Hispanic Chamber of Commerce, Orange County United Way’s Financial Stability Impact Council and is heavily involved at Santa Ana College. Erik enjoys surfing, as he lives in Surf City USA, and is an avid squash player.  His favorite role, however, is dad to his three children.

 
 John Robert Vande Bossche

John Robert Vande Bossche

Wealth Management Advisor
john.vandebossche@nm.com

My Networks: LinkedIn

John has been a member of the Northwestern Mutual Newport Beach Financial network since 2005. John graduated from Washington State University with a Bachelors in Business with a Marketing emphasis.

John resides in Yorba Linda with his wife Mary. John is an active member of the Yorba Linda Sunrise rotary club where he served 5 years as a board member. He is also involved in several other charitable organizations  affiliated with Rotary.

John enjoys mountain biking, golfing, camping, hiking as well as social events with friends and family. John has also been a member of a rock band for several years focused on music from the 60’s and 70’s.

 
 Joshua David Buttrey

Joshua David Buttrey

Wealth Management Advisor
joshua.buttrey@nm.com

My Networks: LinkedIn Facebook

 
 Todd Tripp

Todd Tripp, MPA

Wealth Management Advisor
todd.tripp@nm.com

My Networks: LinkedIn Facebook

 
 Tyler F Terry

Tyler F Terry, CLU®

Financial Advisor
tyler.terry@nm.com

My Networks: LinkedIn Facebook

Tyler Terry has been a financial representative with Northwestern Mutual - Newport Beach since 1993. Tyler is a graduate from the University of Arizona where he received his Bachelor's Degree in Finance.

Throughout his career, Tyler has won a number of awards, including the National Sales Achievement Award (1999-2000, 2002-2003, 2006), Million Dollar Round Table Qualifying Member (1997, 1999-2004, 2007-2008), and the National Quality Award (1996, 2000-2008).

Tyler resides in Newport Beach, CA with his beautiful wife, Pam, and their 3 children- Ted, Tom, and Ellie.

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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