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Nelly Mubashi

Nelly Mubashi

Chief Executive Officer
Chief Compliance Officer

Greg Headrick

Greg Headrick

Managing Partner

John Cassidy

John Cassidy

Director of Technology

Dessy Prasad

Dessy Prasad

Chief Operating Officer

Daniele Gonzalez

Daniele Gonzalez

Human Resources Manager / Financial Analyst

Shelby Eckhardt

Shelby Eckhardt

Business Development Officer

Robert Green

Robert Green

Accounting Manager

Douglass McCrae

Douglass McCrae

Compliance Manager / Inside Counsel

Sheila Noble

Sheila Noble

Senior Client Services Manager

Grace Talen

Grace Talen

Operations Manager

Kim Evermon

Kim Evermon

Onboarding Manager

Quincy Loreen

Quincy Loreen

Wealth Advisor & Lead Financial Planner

Mary Moon

Mary Moon

Client Services Associate

Noura Alsheikh

Noura Alsheikh

Senior Compliance Manager

Hannah Geiger

Hannah Geiger

Client Services Manager

Jeff Cygan

Jeff Cygan

Senior Relationship Manager

Maya Hazim

Maya Hazim

Client Services Support

Zac Noble

Zac Noble

Operations Associate

Sara Mahnke

Sara Mahnke

Senior Compliance Officer

Jared Fruth

Jared Fruth

Compliance Specialist

Ruth Krishchuk

Ruth Krishchuk

Client Services Support

Jose Jimenez

Jose Jimenez

IT Support Specialist

Simon Bortcosh

Simon Bortcosh

Associate Advisor & Client Services Associate

Shaylee Edgington

Shaylee Edgington

Client Services Associate

Julie Rosendin

Julie Rosendin

Operations and Marketing Associate

Jessica Anderson

Jessica Anderson

Client Services Support

Joseph Vaupel

Joseph Vaupel

Compliance Specialist

Gretchen  Prskalo

Gretchen Prskalo

Client Services Associate

Lulu Powers

Lulu Powers

Client Services Support

Alyssa Miller

Alyssa Miller

Portfolio Analyst

Catalina Darnell

Catalina Darnell

Client Services Support

Brittany Schuler

Brittany Schuler

Client Services Support

Stephannie Villanueva

Stephannie Villanueva

Onboarding Associate

Ankit Vats

Ankit Vats

Client Services Support

Skylar Posler

Skylar Posler

Client Services Support

Marci Souvenir

Marci Souvenir

Client Services Support

Erin Russ

Erin Russ

IT Support Specialist

FIRM MEMBERS

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.

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