Team Members

Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!

 
Michael David Beeman

Michael David Beeman, CFP®

Financial Planning Specialist
Office 213-243-7050

Michael guides clients step-by-step through the creation and maintenance of their financial plans. His objective is to keep clients on track to achieving their financial goals.

Michael began his career with Northwestern Mutual in 2011, having graduated from Cal State Long Beach with a degree in Finance. He holds Series 6 and 63 licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). The CFP certification indicates that Michael has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.

Michael was born and raised in Orange County, where he currently resides. He enjoys staying active, spending time with family and living close to the beach. When he is not mountain biking or snowboarding, you might find him in the kitchen trying out new recipes.

 

Kyle Austin King

Office 213-243-7181

Kyle’s focus is to support our team’s commitment to distinct client service, to foster long-term relationships, and to ensure successful financial futures for our clients. He often serves as a client’s first point of contact. He is also responsible for the creation of financial plans and investment analyses.

Kyle studied economics at UC Berkeley and holds Series 6 and 63 licenses. He is a member of Pi Kappa Alpha Fraternity.

Kyle lives in Walnut, California, where he was born and raised. He can often be found on the basketball courts or hiking with friends.

 
Michelle Lorenzi

Michelle Lorenzi

Director of Career Development
Office 213-243-7000

Michelle leads talent acquisition for James' team, specializing in career-changer talent.  She works diligently to attract and develop top performers from a variety of industries including medical device sales, banking, entertainment, law and hospitality. She’s energized by interactions with hard-working, ambitious individuals who are thirsty for growth and seeking a culture of career equity. 

Michelle graduated from the University of Southern California, where she studied public relations and entrepreneurship. Outside of work, she loves cheering on the Trojans at the Coliseum, wine tasting (she's a bit biased toward Lorenzi Estate Wines), hosting dinner parties, and exploring new restaurants in Los Angeles.

 
Vicki M. Bauer

Vicki M. Bauer, CFP®, RICP®

Office 213-243-7000

Vicki joined Northwestern Mutual in 2013. With over 20 years of experience in the financial services industry, she assists with the creation of financial plans, investment proposals and investment analysis. Vicki graduated from Cal Poly Pomona and holds Series 7 and 63 licenses as well as a California State Life and Health License. She holds CERTIFIED FINANCIAL PLANNER™ (CFP®) and RICP designations.

 
Jessica Ormandy

Jessica Ormandy

Chief Marketing Officer
Office 213-243-7000

With over 15 years of expertise in marketing and business development, Jessica serves as a key member of the team, providing strategic direction and guidance on marketing efforts, as well as client experience activities and special events. Prior to joining the finance world, Jessica served as Director of Marketing at several notable law firms, where she fostered the development and implementation of strategic practice group plans for attorneys, and supported partners with planning and preparation for business development meetings with key clients and prospects. She earned her Bachelor of Science Degree in Communications, with a concentration in Public Relations, cum laude, from Boston University.

Originally from Brooklyn, New York, Jessica made her way out to Los Angeles in 2005. She currently resides in Toluca Lake, CA with her husband, Jack, and son, Mason. An avid foodie, Jessica can often be found sipping on cocktails and tasting delicacies at trendy new restaurants throughout Los Angeles.

 

James Kenneth Verzino

Managing Director

 

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