My Team

When you became my client, you placed your trust in me to help make your goals a reality. I honor that trust with the help of my expert network of support. Together, we make a strong commitment to customer service. 


My Colleagues

Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®

Looking for a way to build on his passion for forging client relationships and bringing a thoughtful and informed approach to financial planning, Chris joined Northwestern Mutual in 2007.  He is a third-generation Northwestern Mutual advisor, preceded by his uncle and grandfather, and he feels fortunate and proud to continue the family tradition of helping clients clarify their financial goals and identify the best strategies to achieve them.  Chris started building his practice in the San Jose office before becoming Managing Director of the Redwood Shores office from January 2012 through December 2014.  He has been a top advisor in the San Francisco network office as well among the top Northwestern Mutual advisors in the Western Region.  Chris focuses on being a long-term resource for clients, helping them address their financial needs and track progress toward their goals year-after-year.

 


Ashley R Clark

Ashley R Clark

Office 415-733-6555

Ashley joined Northwestern Mutual in 2014, and she worked as an Associate Financial Representative and the Technology Coach for the San Francisco office through 2017. Ashley received her BS in Digital Marketing from Bellevue University in May of 2017 and joined our team this October. As the Marketing Specialist, she manages the marketing efforts of the team, including client appreciation events, branding, social media, and more. Outside of the office, Ashley just got married to her husband, Tyler, in November of 2017! She enjoys spending quality time with Tyler, reading, watching sci-fi movies, and traveling (she is currently working on her French, Korean, and Japanese to make the most of future trips!).

Ashley holds the California Life and Health insurance license.

Contact Ashley for inquiries regarding client events, introducing referrals, and scheduling appointments.

 
 
Jone Lee

Jone Lee, MBA, CFP®, CLU®

Associate Wealth Management Advisor
Office 650-264-4915

Jone joined Northwestern Mutual in 2015 as an Associate Financial Representative after graduating with an MBA from San Francisco State University in 2014. During his graduate studies, Jone worked as an Investment Research Intern at Lighthaven Capital Management - a local hedge fund. Jone also worked as a licensed personal banker at JP Morgan Chase and as a service associate at Citibank before starting his MBA program. Jone is an Associate Wealth Management  Advisor on the team specializing in investment/portfolio design, planning with clients, and managing our client service process. When he’s not in the office, he enjoys going to the gym, reading, playing poker, and snowboarding.

Jone holds the California Life and Health insurance license, Series 7 and Series 66 investment licenses, and passed the level 3 CFA exam.

Contact Jone for inquiries regarding your investment accounts or overall planning. 

 
 
Stephanie Ferrer

Stephanie Ferrer

Associate Financial Representative
Office 650-264-4881

Stephanie initially joined Northwestern Mutual as a Marketing and Recruiting Intern for our San Francisco office in the summer of 2010. After completing her BS in Accounting at the University of San Francisco in 2011, she worked at a local accounting firm for two years before rejoining the Northwestern Mutual family as an Associate Financial Representative in 2013. As the service advisor, she manages the client on-boarding process, client communications, and team operations. Outside of the office, she is loudly cheering for the SF Giants, practicing handstand push-ups at CrossFit, and soaking in the beauty of the City and the outdoors.

Stephanie holds the California Life and Health insurance license, as well as the Series 6, Series 7 and Series 63 investment licenses.

Contact Stephanie for inquiries regarding your insurance and investment applications, questions regarding your insurance policies, and scheduling appointments. 

 

Mark Robert Checchi, CLTC®

Wealth Management Advisor

 

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