Staff
Raising The Bar ...
People value the services of experts for the things which are extremely important to their lives. Planning for your financial security is no exception. Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
I rely not only on our own experience, but put tremendous value on the skills and knowledge of our staff. We have recently "raised the bar" with the level of expertise of our growing team of experts to best give you the confidence that the financial actions you take today will protect against the uncertainties of tomorrow.
Our First Priority Is You ...
We consider your financial goals every step of the way as we progress through your life changes. Ongoing customized reviews of your plan are specifically designed to analyze your goals and to help meet the strategic financial goals you have aligned for your life.
Daniel J Irizarry
Associate Wealth Management Advisor
daniel.irizarry@nmfn.com
208-947-5266
Dan Irizarry has over five years of experience in the financial services industry. He is an Associate Wealth Management Advisor for Northwestern Mutual. Dan's responsibilities include client services, portfolio anaylsis and preparing client reviews. Dan received a degree in accounting from Boise State University. He also holds numerous securities licenses, along with Disability, Life and Health licenses.
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Katja M Stringfield
Associate Wealth Management Advisor
katja.stringfield@nmfn.com
208-947-5245
Katja Stringfield joined the team in 2009 as an Associate Wealth Management Advisor. She comes to us with over 10 years of experience in the financial services industry. Her team responsibilities include the coordination of the office work flow and marketing, as well as being the point person for life underwriting. Katja earned her business degree with an emphasis in finance from the University of Colorado at Denver. She holds numerous securities licenses, along with Disability, Life and Health licenses.
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Michele A McDonald
Associate Wealth Management Advisor
michele.mcdonald@nmfn.com
208-947-5267
Shelly McDonald has worked with John for over 12 years and joined the Northwestern Mutual team in the beginning of 1998 as an Associate Financial Representative. Shelly holds numerous securities licenses, along with Disability, Life, Health and Long Term Care licenses.
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