My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping our clients whether they are concerned for their own financial needs or those of their family or business and I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. Our team takes customer service very seriously and we aim to provide a superior level of professional advice.

Please don't hesitate to contact us if you need to schedule an appointment, request a service, or even just ask a question. We promise to provide you a prompt, friendly, and knowledgeable response every time.

We're here for you.

 

 
Kim Loane

Kim Loane

Director of Operations and Client Service
Office 818-610-7089

Kim started with Northwestern Mutual in April of 2011. She began her career as an Administrative Assistant. Kim quickly moved her way through the company and has held titles of Executive Assistant, Office Manager and now Director of Insurance Operations and Services for our team.

Kim currently oversees our insurance operations. Her primary objective is to provide clients with a streamlined process from their initial meeting with our advisors to their ongoing servicing needs. Kim is laser focused on providing our clients with the 4 star service they deserve.

Kim has three boys –Jonathan, Ryan and Austin. Most weekends you can find Kim in the bleachers or on the sidelines cheering her boys on. She also enjoys the beach and camping with her loved ones.

 
Sandra Partida

Sandra Partida

Investment Operations Associate
Office 818-610-7300

Sandra started with Northwestern Mutual in September of 2017.  Prior to joining our team, she worked as a manager of a successful business after graduating from Cal State Long Beach in 2008 with a B.S. in Business and Operations Management.  This experience brings an extensive background in customer service and operations management to our team.  She is excited to help deliver a high level of service to our clients.

Sandra is the proud mother of her son, Alexis.  She enjoys spending time at the various museums around Los Angeles, going for a hike, and spending quality time at home with her family.

 
Krystle Berg

Krystle Berg

Associate Wealth Management Advisor

Krystle started her career with Northwestern Mutual in 2006, advancing in many capacities, and is currently working as an Associate Wealth Management Advisor & Financial Planning Specialist. Krystle has her Life & Health Insurance license in the state of California, as well as her FINRA Series 6, 7, 63 & 65 licenses.

 

Krystle currently supports our team’s efforts in providing investment client’s with up to date market information, informative presentations, wholistic plans, and retirement planning support.

 

Krystle spends her free time with her two year old daughter, Ava, and they often fly around California to adventure on the weekends as her husband, Eric, is a pilot.

 
Larry Stevenson

Larry Stevenson

Investment Operations
 
Jason Shapiro

Jason Shapiro, CLTC®

Managing Director

  • Office 818-610-7066
  • Mobile 818-203-9437

 

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