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Portland, OR 97201-5743
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Northwestern Mutual - Portland

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Associates

The success of our financial representatives is important to us. We foster an environment that allows our representatives the opportunity for planned and continuous growth because we know that our success as a group is a direct reflection of their individual success. We take great pride in their accomplishments and share in their enthusiasm and drive.

Meet our Specialists and Representatives:


John Kip O'Kelley,  MSAA, FAA

Retirement Plan Specialist

John Kip O Kelley Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporation

Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations.

 

Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations.

Kip O’Kelley joined Northwestern Mutual in 1997 and has been an actuary and plan consultant for 30 years. He has an in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations.

 

Terry Dalke

Employee Benefit Specialist
terry.dalke@nmfn.com

Terry Wayne Dalke

With 35 years of valuable experience in the insurance industry, Terry Dalke joined Northwestern Mutual in 2008 as the Executive Director of Strategic Employee Benefit Services. Dalke prepares a comprehensive analysis of a client's employee benefits program, which then allows him to design a benefits program to meet the unique needs of that specific company.

***Strategic Employee Benefit Services is a nationwide marketing program offered exclusively through Northwestern Mutual Financial Network Representatives.

 

Keith Dragoo

Wealth Management Advisor

Keith A Dragoo

Keith Dragoo joined Northwestern Mutual in 1982 as an intern and has since built a successful practice in the Corvallis office. Dragoo is dedicated to understanding the goals and values of each of his clients and helping build a strong financial strategy for their future.

 

 

 

Wade Garber, LUTCF, RHU®

Estate & Business Planning Specialist

B Wade Garber

Wade Garber joined Northwestern Mutual in 1989, building a successful personal practice and becoming an Estate and Business Planning Specialist in the Portland Office. Garber assists clients with estate, business and executive benefit needs.

 

Gregg Goulet, CFP®

Wealth Management Advisor

Gregg Goulet, CFP<sup>®</sup>

In 2003, Gregg Goulet decided to join Northwestern Mutual in order to create added value for his clients. Goulet has a strong background in both investments and insurance which has given him the expertise to plan for his client’s financial needs on a macro level.

 

Nancy Kelly, CLU®

Long Term Care Specialist

Nancy E Kelly, CLU<sup>®</sup>Nancy Kelly became a Financial Representative with Northwestern Mutual in 2001.  Kelly's passion for Long Term Care has been evidenced by her numerous LTC honors within the company. Nancy Kelly helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

 

Michael Willig

Life Insurance Specialist

Michael Willig

Life Insurance and Disability Insurance Specialist

Mike Willig began his career with Northwestern Mutual in 1989 as a college intern and has since built a successful practice out of the Lake Oswego office. Willig guides individuals and businesses in the effective uses of life and disability insurance to help manage risk and achieve a variety of financial security objectives.

 

Gary Harding, CLU®

Financial Representative

Lake Oswego, Oregon

Gary Harding

 

 

Kim Herron

Financial Representative

Lake Oswego, Oregon

Kim Herron

 

Brooks Houser, MBA, J.D.

Financial Representative

Lake Oswego, Oregon

Brooks Houser

 

 

Le Staehle, CLU®

Financial Advisor

Lake Oswego, Oregon

Le Staehle

 

 

Lim Yi

Financial Representative

Lake Oswego, Oregon 

 

 

Jay Gilberg, MBA, CFP®, CLU®, LUTCF

Financial Advisor

Vancouver, Washington

Jay D Gilberg

 

 

David Jirak

Financial Representative

Vancouver, Washington

David J Jirak

 

 

Ronald King

Financial Representative

Lake Oswego, Oregon

Ronald King

 

 

Mike Minnick, CLU®, ChFC®, RHU®, CFP®

Financial Advisor

Vancouver, Washington

Michael W Minnick

 

Rodney Wells, CPA, CFP®, CLU®

Wealth Management Advisor

Vancouver, Washington

 

 

Michael Kelly, CLU®

Financial Representative

Michael R Kelly, CLU<sup>®</sup>

 

Mary Kirchhofer, CLU®, LUTCF

Financial Representative

The Dalles, Oregon

Mary Kirchhofer

 

 

Glenn Campbell, CLU®

Financial Representative

Eugene, Oregon

Glenn A Campbell

 

Richard Cary

Financial Representative
richard.cary@nmfn.com

Eugene, Oregon

Richard Cary

 

 

Jared Dairy

Financial Representative

Bend, Oregon

Jared Dairy

 

 

Rick Margeson, CLU®, ChFC®

Financial Representative

Bend, Oregon

Richard C Margeson Jr

 

 

Steve Rewick

Financial Representative

Bend, Oregon

Steve Rewick

 

Dick Vigue, LUTCF

Financial Representative

Coos Bay, Oregon

Richard N Vigue

 

Clinton Bell, CPA

Financial Representative

Portland, Oregon

 Clinton Bell

 

Ken Brooks, CLU®, LUTCF

Financial Representative

Portland, Oregon

Ken Brooks

 

 

Clifford D Canucci, CLU®, ChFC®

Financial Representative

Portland, Oregon

Clifford D Canucci

 

 

Gaylord Davis, CLU®

Financial Representative

Portland, Oregon

Gaylord Davis

 

 

Dan Deurwaarder, CLU®

Financial Representative

Portland, Oregon

Dan Deurwaarder

 

 

Sandi Jo Goddard, CLU®

Financial Representative

Portland, Oregon

Sandi Jo Goddard

 

 

Garrett Kelly

Financial Representative

Portland, Oregon

Garrett Kelly

 

Michelle Kreis

Financial Representative

Portland, Oregon

Michelle E Kreis

 

 

Don Krieger, CLU®

Financial Representative

Portland, Oregon

Donald Krieger

 

 

Panos Lampros, CLU®, ChFC®

Financial Advisor

Portland, Oregon

Panos John Lampros

 

 

Verena Lewandowski, CLU®

Financial Representative

Portland, Oregon

Verena Lewandowski

 

 

Brian J Little, CLU®, CFP®

Wealth Management Advisor

Portland, Oregon

Brian J Little

 

 

Eric Maher

Financial Advisor

Portland, Oregon

 

 

 

Tim Meacham

Financial Representative

Portland, Oregon

 

Steve Melrose, CLU®, ChFC®

Financial Representative

Portland, Oregon

Steve Melrose

 

 

Kate Millgard

Financial Representative

Portland, Oregon

Kathryn Millgard

 

 

Devin Salinas

Financial Representative

Portland, Oregon

Devin J Salinas

 

 

Aaron Smith

Financial Representative

Portland, Oregon

 

Dan Stack, CLU®, CFP®

Financial Advisor

Portland, Oregon

Dan J Stack

 

 

Dick Thomas

Financial Representative

Portland, Oregon

 

 

Andrew Usher

Financial Representative

Portland, Oregon

Andrew Thomas Usher

 

 

Seth Weinstein

Financial Representative

Portland, Oregon

Seth Weinstein