Associates

Our financial representatives are the face of our organization. They not only represent Northwestern Mutual, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

 
 Jeff Lloyd Severs

Jeff Lloyd Severs

Managing Director
jeff.severs@nm.com

My Networks: LinkedIn

Mr. Severs has a long track record of engaging to help small businesses start up and expand.  He began his professional career as an acquisition/ technology officer in the United States Air Force, where he led a wide range of activities spanning work as a software engineer supporting radar processing applications to development and fielding of the Global Positioning System.  Mr. Severs also served as a staffer in the U.S. Senate and on the staff of the Secretary of the Air Force in a congressional liaison role.  In his final Air Force assignment, he managed a $1 Billion program to develop, test, and manufacture precision weapon systems. 

After leaving the Air Force, Mr. Severs was President and Chief Executive Officer of SprayCool, a venture-backed, high-growth technology & manufacturing company with operations in Washington state, California, Kansas, and Washington DC.  During his 7-year tenure, he oversaw expansion of the company’s government business from a $3 Million / 25-person operation to just under $50 Million and 300 people.  He and his team also secured $25 Million in venture funding to finance a new commercial data center market penetration strategy.  The company was recognized for its significant revenue growth (greater than 600% 2002 – 2005), including being selected as an “Inc. 500” company in 2005.  After departing SprayCool, Mr. Severs assisted in managing a 30-person not-for-profit economic development operation focused on expansion of existing / recruiting of new businesses to the Inland Northwest. 

In 2009, Jeff teamed with Managing Director, Paul Hanson, to jointly manage Northwestern operations for Northern Idaho.  Effective August 2015, they took over responsibility for the broader region, an operation with nine physical offices in the Inland Northwest.

Mr. Severs is a graduate of the University of Georgia, the Air Force Institute of Technology, the Defense Systems Management College, and the Stanford Executive Program.  He was also selected as a Congressional Fellow, subsequently graduating from the Brookings Institute’s Legislative Fellows program followed by a position in the U.S. Senate.  He was also selected as a Ford Foundation Fellow.  Mr. Severs currently serves on a variety of boards spanning both not-for-profit and private sector organizations. 

 

 
 Aaron S Elder

Aaron S Elder

Financial Representative
aaron.elder@nm.com

My Networks: LinkedIn Facebook

Aaron began as a Financial Representative in January of 2014. With a desire to serve and impact his community, Aaron changed course in his career taking hold of a vision to help families grow confidently into their future. Aaron’s local roots have uniquely positioned him to work with those young and new to the area as well as those looking to preserve family legacies passed down from one generation to the next.

Aaron is Series 6 & 63 licensed and specializes in young individual and family planning as well as small business planning.

Born and raised on the Palouse, Aaron is graduate of Garfield-Palouse High School (2001) and the University of Idaho (2006) and has local roots stretching back into the early 1900’s.  Aaron enjoys, not only the history of the region, but also the beauty and variety the Palouse region has to offer.

A sports fan and beginner outdoorsman, Aaron’s summers are filled with baseball, biking, and fishing, while his winters are filled with basketball, hiking, and cross-country skiing.

Aaron is husband to his beautiful wife Joanna of 10 years and father to his gracious gift, Hannah and his mighty warrior, Gideon. Aaron and his family are proud to call Moscow home and look forward to growing with and in their community for years to come.

 

Adrian E Green

Financial Representative
adrian.e.green@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Adrian Frederick Rene Phillips

Adrian Frederick Rene Phillips

Financial Representative
adrian.phillips@nm.com

My Networks: LinkedIn Facebook

 
 Brian David Baker

Brian David Baker, CLU®

Financial Representative
brian.d.baker@nm.com

My Networks: LinkedIn

Brian's mission as a Financial Representative is to serve his clients by helping them achieve clarity in their financial security planning endeavors.  This clarity comes through a strategic and structured financial planning process.   He helps clients align their intentions with their actions, through proactive and tax-efficient planning. Helping them reduce economic vulnerability and build enough wealth to live comfortably now and in the future.

Brian is wildly passionate about people's personal and financial successes; measured by their goals, and their actions towards achieving those goals.  Ensuring his clients receive world class service and advice is his team's top priority.

 
 Chad M. Zollman

Chad M. Zollman

Financial Representative
chad.zollman@nm.com

My Networks: LinkedIn Facebook

 
 Chris Eric Eisenacher

Chris Eric Eisenacher

Financial Representative
chris.eisenacher@nm.com

My Networks: LinkedIn Facebook

 
 Hugh Douglas Severs

Hugh Douglas Severs

Financial Advisor
hugh.severs@nm.com

Born into a military family, Hugh Severs grew up around the country and landed in the Spokane/Coeur d’Alene area in time to finish high school.  Hugh earned a B.A. in Landscape Architecture at Washington State University and led a successful career in that field for 8 years—an experience he believes grounded his firm belief in planning.  Hugh joined Hanson Financial Group in 2011 to work side-by-side with his father, Jeff and to grow a financial practice deeply rooted in planning and helping our clients’ financial peace of mind.

Hugh, his wife, and two sons frequently enjoy fishing, boating, fly-fishing and hiking, and many of the other outdoor activities the Pacific Northwest has to offer.  Hugh’s true passion in his career lies behind being able to sit around a campfire with clients who have become friends or friends who have become clients—either way, knowing they, and their families, are taken care of financially.

 
 J Lamonte Walker

J Lamonte Walker, CLU®

Financial Representative
monte.walker@nm.com

Monte Walker, of The Hanson Financial Group, joined Northwestern Mutual in 1972 and specializes in insurance, investment products, personal needs analysis and business needs analysis for business owners and corporations.  Monte graduated from the University of Idaho with a Bachelor of Science degree in Education, he later became an instructor there in Insurance and Risk Management from 1988 – 2009.

 
 Joey Meehan

Joey Meehan, CLU®, CFP®

Financial Advisor
thomas.meehan@nm.com

My Networks: LinkedIn Facebook Twitter

Joey has represented Northwestern Mutual since 2011. During his career he's held multiple leadership titles. Currently as the Growth and Development Director in Coeur d’Alene, ID, Joey is passionate about helping new financial representatives grow and develop a business and life they wouldn't trade for anything. He believes that he and his team can dramatically impact our community and others across the country in regards to their financial security, and he knows that his influence in leading others can have a multiplier effect on that impact. Joey specializes in Retirement Income Planning and Personal Financial Planning. Joey married up to his incredible wife, Kelsey, who is their Household Executive. Together they have a beautiful son, Luca, and two “furry children,” Barkley and Rowdy.

 
 Justin Swift

Justin Swift, CLU®

Financial Representative
justin.swift@nm.com

My Networks: LinkedIn

Justin Swift originally came to the Palouse in 2006 to attend the University of Idaho. He has been a financial advisor with the Northwestern Mutual in Moscow, ID since 2013 and specializes in retirement planning and education funding as well as life insurance and disability insurance planning for individuals, families and businesses.

After graduating Summa Cum Laude with degrees in Biology and Philosophy, he subsequently fell in love with the area and a local girl and never left. He and his wife Carli have one daughter, Winona, and are both interested in small scale, organic farming as well as hiking, hunting, fly-fishing and bird watching across the Palouse.

 

Kenneth H Noble Jr

Financial Representative
kenneth.noble@nm.com

 

Kristin Louise Ahmer

Financial Representative
kristin.ahmer@nm.com

 
 Martin Trail

Martin Trail, CLU®, ChFC®

Financial Advisor
martin.trail@nm.com

My Networks: LinkedIn

Martin Trail started his career as an Intern with Northwestern Mutual in 1981. Upon graduation from the UI with a Finance Degree in 1984, he obtained a Chartered Financial Consultant certification. As a Financial Advisor, he helps individuals and families develop and stick with their financial road maps. Although he has over 36 years’ experience, he continues his education and is currently part-way through a course specializing in Retirement Income Planning.

Martin is an avid backpacker and enjoys exploring the scenic wonders of this corner of the world and sharing his favorite spots with newcomers. He enjoys photography and was happy to have two photos chosen for placement in a US Landscape Calendar. In the summer, he rides the mountain bike trails on Moscow Mountain, and he is having tons of fun as a first-time grandpa!

 
 Mike Waite

Mike Waite

Financial Representative
mike.waite@nm.com

Mike has been with Northwestern Mutual since 1996.

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By gaining an in-depth understanding of individual goals, objectives, and expectations, I provide innovative financial solutions to meet my client’s specific objectives. This is accomplished by delivering world-class insurance services and internationally recognized investment products and caring guidance. My ultimate goal is that my clients feel understood by me and that they have a sense of meaningful accomplishment resulting in greater financial security.

Mike is sitting on the Board of Directors for many organizations throughout his community.

 Pullman Regional Hospital Foundation Board of Directors

www.pullmanregional.org/about_foundation.html

Pullman Chamber of Commerce Board of Directors

www.pullmanchamber.com/Contact.asp

Stepping Stones Board of Directors

www.steppingstonesmoscow.com/

 
 Patrick D. Cummings

Patrick D. Cummings

Wealth Management Advisor
patrick.cummings@nm.com

My Networks: LinkedIn

Patrick Cummings looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Pat’s approach to helping you shape it and attain it by providing each of his clients with strong financial solutions that are tailored to their particular needs and goals.
 
Patrick Cummings will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them. Whether he is utilizing the world-class insurance services or the internationally recognized investment products, Patrick Cummings will do his very best to help you protect and provide for those people you care about most.
 
Simply put, the mission of Patrick Cummings is to help you secure your family´s future and protect what´s important to you by providing guidance in wealth accumulation, asset allocation, retirement needs, and investment products while always striving to provide you with the same level of ethical service that he would expect for himself.

 
 Phillip Warren

Phillip Warren

Financial Representative
phillip.warren@nm.com

My Networks: LinkedIn Facebook

Phil Warren was born and raised in Coeur d’Alene, Idaho. Much like anyone who grows up in North Idaho, he spent almost all of his time outdoors. When he was not out exploring, Phil spent a lot of time working on his family owned steel fabrication business, where he learned the trade of welding. He continued working in the family steel business for 2 years after graduating from Coeur d’Alene High School in 2007. After a change of heart, he went on to attend The University of Idaho where he graduated with a Bachelors in Accounting in 2013.

Phil began his journey with Northwestern Mutual in the spring of 2011 as an Intern Financial Representative. After graduation and completing 2 years of the internship, Phil was offered the opportunity for a full-time position at the office in Coeur d’Alene. In March of 2015, Phil took on an additional role as College Unit Director. This role gave him the opportunity to mentor, lead and develop the interns. Phil was thankful to get this opportunity because he saw it as a way to give back for all the great mentorship he received.

Even though his career has been a life changing experience, Phil never strayed far from his roots. The opportunity to return to his hometown has allowed him to expand his outdoor interests to wake surfing, golfing and running with his golden retriever, Koby.

 
 Sam J Canner

Sam J Canner, CLU®, ChFC®

Financial Advisor
sam.canner@nm.com

Sam has been with Northwestern Mutual for over 30 years providing financial planning for families and businesses. He specializes in personal insurance and investment planning.

Sam has been married to his wife, Debby, for 35 years.  They have 2 children and 4 grandchildren. He enjoys spending time with his family, traveling, and everything North Idaho has to offer including, hunting, fishing, boating, camping, and golfing. 

 
 Shon M. Helbling

Shon M. Helbling

Financial Advisor
shon.helbling@nm.com

Shon has been with Northwestern Mutual since 2010 when he started his practice as an intern in the Moscow office. He moved to the Coeur d’Alene location in the Fall of 2014 to continue his practice in Northern Idaho. Shon holds degrees in both Finance and Accounting from the University of Idaho. He has his Series 7 and Series 66 securities licenses. Shon enjoys working closely with clients to help them achieve their personal and financial goals through insurance and investment planning.

Personally, Shon and his wife Ashley enjoy spending time outdoors exploring the many lakes the Northwest has to offer. They enjoy traveling, golfing, cooking and being with family and friends.

 
 Skyler A Mantz

Skyler A Mantz

Financial Representative
skyler.a.mantz@nm.com

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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