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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

Shelby Eckhardt

Shelby Eckhardt

Business Development Officer

Daniele Gonzalez

Daniele Gonzalez

Human Resources Manager / Financial Analyst

Douglass McCrae

Douglass McCrae

Compliance Manager / Inside Counsel

Robert Green

Robert Green

Accounting Manager

Quincy Loreen

Quincy Loreen

Wealth Advisor & Lead Financial Planner

LEADERSHIP TEAM

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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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