Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Olivia M Simones

Olivia M Simones

Director of Client Services
Office 651-456-9446

Olivia, who plays a duel role as my wife as well, is our director of client services.  Her role includes ensuring that all of our client accounts are in good order and she is also the liaison between the home office in Milwaukee and our practice. 

 

Sam Paul Simones

Financial Representative

  • Office 651-456-9446
  • Office 608-738-4718
 

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