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.
Jesse James McKindley
Associate Financial Representative
jesse.mckindley@nmfn.com
(818) 610-7048
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Toni Alyssa Speyer
toni.speyer@nmfn.com
(818) 610-7045
Toni has been with Jeff Gilliam's team since July of 2010. She has been a Financial Representative with Northwestern Mutual, The Beer Financial Group, since July of 2008. She has a Master’s of Business Administration degree from the Marshall School of Business at the University of Southern California, a Bachelor of Science degree from the Wharton School of Business at the University of Pennsylvania, and a Bachelor of Arts degree from the Annenberg School of Communication at the University of Pennsylvania. Toni specializes in the investment portion of the business, including and servicing retirement plans.
Toni holds insurance licenses in California, New York and Florida and is also securities licensed.
Contact Toni for any of the following: · Servicing for investment and retirement accounts · Assisting 401(k) participants with rollovers · Opening new investment accounts · Expediting transfers from other financial institutions · Scheduling investment appointments · Conducting 401(k) Education/Enrollment meetings
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Becky A Emerich
Associate Financial Representative
becky.emerich@nmfn.com
(818) 863-9434
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 the business, including underwriting and servicing.
Becky holds a California State Insurance license and is also securities licensed.
Contact Becky for any of the following:
· Quotes for life, disability income and Long Term Care insurance · Service for life, disability and Long Term Care policies · Billing information · Owner, beneficiary, and address changes · Scheduling insurance exams · Communication before, during and after the underwriting process
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