Jeff Gilliam, CLU®, ChFC®

Wealth Management Advisor

My Team

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

Jesse James McKindley

Office 818-887-9191

Jesse has been with Northwestern Mutual since 2009 and started working with Jeff in 2011. He is responsible for the management of Jeff’s Investment Practice.  Jesse holds his FINRA Series 7, Series 6, Series 63 Securities Licenses, as well as a California State Insurance License for Life, Health, Disability, and Long-Term Care.

 
Becky A Emerich

Becky A Emerich

Office 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

 
 
 

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