Kathleen M Turner, CLU®

Financial Representative

My Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to provide exceptional client service and will respond to your inquiry promptly.

 
Carol Guillaume

Carol Guillaume

Operations Manager

Office: 714) 953-9719

Carol is our Operations Manager.  Carol handles all aspects of Policy Owner Service and facilitates the underwriting process.  Carol is an expert in the Insurance Industry and has worked side by side with Kathie for over 26 years.  Carol takes care of our Internal Office Operations as well and, in general, is our Den Mother. 

 Outside of work Carol enjoys bowling with her husband and spending time with her three dogs "Snoopy, Tigger, and Sophie."

 
Lisa L Tran

Lisa L Tran, CFP®, CLU®, ChFC®

15,14,
Office 657-233-8033
 
Lizbeth C Gomez

Lizbeth C Gomez

Associate Financial Representative
Office 657-233-8020

Office: (657) 233-8023

Liz is the newest member of our Team she has been a part of our team since June 2016.  Liz handles all Client Data Base Management/ Calendaring/ Technology management (we needed someone young for that) and Client Services. 

Liz adds creativity to our Team and is a Wiz in all technology related areas.

Outside of work Liz enjoys spending time at the gym and with her son Jesse.

 

 
Lisa L Tran

Lisa L Tran, CFP®, CLU®, ChFC®

Office 657-233-8033
 
 

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