Our Team

We strive to provide a seamless experience for their clients.  Having a knowledgable, credentialed and experienced team that provides outstanding service ensures you can have peace of mind that the details will be handled quickly and professionally. 

 

 
Caleb K Brown

Caleb K Brown, CLU®

Associate Wealth Management Advisor
Office 253-627-7814
Business Development
Prior to joining C.W.'s team, Caleb was an independent Financial Advisor at Northwestern Mutual running his own practice in both the Seattle and Tacoma offices for five years. He cares deeply about planning the right way and having fun along the way. In his free time, Caleb is an avid golfer and sports fan. He grew up in Bremerton, WA and moved to the South Sound in 2014.

Caleb was a member of the University of Washington baseball team and graduated with a B.A. in Political Science with an emphasis on Political Economy. He holds his Washington State life, disability, and long term care licenses. He also holds his Series-6, Series-7, Series-63, and Series-65 investment licenses. He is also holds his Chartered Life Underwriter (CLU®) designation.
 
Kara McQuillan

Kara McQuillan

Associate Financial Representative
Office 253-680-7805
Relationship Management
Kara began with Northwestern Mutual in 2009. She has worked closely with C.W. in all aspects of creating financial plans, recommendations and client service.  Her broad base of knowledge enables her to provide a superior level of professional advice.  She is passionate about building relationships with our clients and helping them secure their financial future.

Kara is a graduate of Pacific Lutheran University with a Bachelor's Degree in Communications/Public Relations and holds her Washington State life, disability and long term care licenses as well as the Series-6 and Series-63 investment licenses.

Contact Kara if you would like to schedule a meeting with C.W.
 
Paul T Glenn

Paul T Glenn

Associate Wealth Management Advisor
Office 253-680-7804
Investment Account Services
Paul joined our team in 2009 and administers all investment operations and services with precision and attention to detail.  He is a graduate of Western Washington University with his Bachelor's Degree in Economics and Accounting.  He holds his FINRA Series-6, 63 & 7 investment licenses, as well as Washington State life and disability insurance licenses. 

Contact Paul for inquiries regarding your investment accounts or questions regarding online access to your accounts. 
 
Bailey M Martin

Bailey M Martin

Financial Planning Analyst
Office 253-627-6585
Planning Services
Bailey started working with CW in 2017 after spending several years working as an analyst for a private wealth management firm. He assists with preparation of plans for our client's unique and individualized financial goals. His knowledge of financial planning enables our team to sustain the top notch professional service our clients have come to expect. 

Bailey is a graduate of Western Washington University with his Bachelor's Degree in Finance and a minor in Economics. He is Washington State life & disability insurance licensed and holds his FINRA Series - 6 & 63 investment licenses.

 

 
Heather M Masko

Heather M Masko

Financial Representative Assistant
Office 253-627-2027
Planning & Investment Services
Heather joined Northwestern Mutual in 2014 after working as a legal assistant for 3 years.  As part of our planning and investment services team, Heather can assist with your Personal Financial Plan, new account opening and general questions about your investment account. 

Heather lives locally with her husband, son and daughter.  Outside of work she enjoys movies, attending sports games and spending her time with family and friends. 
 
Ally E Kerns

Ally E Kerns

Associate Financial Representative
Office 253-680-7802
Insurance Service & Underwriting
Ally started working for Northwestern Mutual in October of 2013 with 8 years of experience in client service.  She is enthusiastic in her role helping oversee the insurance underwriting process and client services.
                                                                                                                                                                                                                                                         
Ally is Washington State life and disablity insurance licenced, which provides her opportunities to continue growing in her role on our team.  She can assist you with general questions and inquiries, new insurance application & underwriting process, status of your application, and insurance service requests. 
 
Keeli M Anderson

Keeli M Anderson

Office 253-495-3868
Insurance Service & Underwriting
Keeli came on board in 2012 with an extensive background in customer service.  She manages account and policy servicing, and assists with new insurance applications and the underwriting process.
 
Keeli is Washingon State life and disability insurance licensed.  Contact Keeli if you have questions regarding your existing coverage or for inquiries on the status of your application. 
 
Alyson E Spaulding

Alyson E Spaulding

Associate Financial Representative
Office 253-680-7815
Operations and Marketing
Bringing over 5 years of insurance industry experience, Alyson joined CW's team in 2012 to manage operations and marketing.  Her primary focus is overseeing and refining the experience we provide for our clients. 

Alyson is a graduate of Washington State University with her Bachelor's Degree in Public Relations and Marketing and is Washington State life and disability insurance licensed.
 

C.W. Middleton

Wealth Management Advisor

 

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