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Staff

Jeff Gilliam takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

My Colleague

Rocky Capobianco
Financial Advisor
818-610-7074

Our Staff

Becky A Emerich Associate Financial Representative (818) 610-7023 Becky has been with Jeff Gilliam's team since March of 2007 and has been with Northwestern Mutual since 2005. Becky is a 2001 graduate of The Master's College with a degree in Business Management. As an Associate Financial Representative, Becky supports the Gilliam team with the insurance portion of our business, including underwriting and servicing. Becky holds a California State Insurance license and is also securities licensed. Contact Becky for any of the following: Service for life and disability accounts Provide general policy and billing information Expedite owner/beneficiary changes Schedule insurance exams Schedule insurance appointments

Trisha A Crisco Associate Financial Representative (818) 610-7048 Trisha has been with Jeff Gilliam's team since March of 2003. She has a Business Administration degree from California Lutheran University and a Chartered Life Underwriter designation from the American College. Trisha is an Associate Financial Representative and specializes in the investment portion of our business, including setting up and servicing retirement plans. Trisha holds a California State Insurance license and is also securities licensed. Contact Trisha for any of the following: Service for investment and retirement accounts Assist 401(k) participants with rollovers Open new investment accounts Expedite transfers from other financial institutions Schedule investment appointments Conduct 401(k) Education/Enrollment meetings

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Jeff Gilliam is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 21800 Oxnard St Ste 800, Woodland Hls, CA 91367-3655, 818-887-9191, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Beer Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jeff Gilliam is primarily licensed in California and may be licensed in other states.

CA License: #0A94312

Jeff Gilliam, CLU^®, ChFC^®

Estate & Business Planning Specialist

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Staff

Jeff Gilliam, CLU®, ChFC®

Estate & Business Planning Specialist

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Staff

Jeff Gilliam, CLU^®, ChFC^®

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