Team Members

Team

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 7 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

Kyle Austin King

Financial Representative
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 attended the University of California, Berkeley where he earned a bachelor’s degree in Economics. He was also a member of the Pi Kappa Alpha Fraternity. Kyle currently holds his Series 6, 7 and 63 securities licenses.

Kyle lives in Walnut, California where he was born and raised. He loves Southern California for the sunny weather and access to the beach. Outside the office, he enjoys an active lifestyle playing basketball, hiking and bicycling on the weekends.

 
Michelle Lorenzi

Michelle Lorenzi

Director of Career Development
Office 213-243-7000

Michelle is driven by her mission to build collaborative relationships and develop others to success. Michelle leads talent acquisition for the firm, specializing in career-changer talent. Her team works diligently to attract and develop professionals from a variety of industries including medical device sales, banking, entertainment, law and hospitality. Michelle earned her B.A. from University of Southern California in Public Relations with a minor in Entrepreneurship.

Outside of the office, 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.

 
Morgan M Barchan

Morgan M Barchan

Mobile 626-215-0938

Morgan plays an integral role in the growth of the district office through strategic candidate sourcing and development. Her responsibilities include building a referral source network within the district, conducting interviews, and maintaining records of recruitment activity.

Morgan earned a Bachelor of Science in Exercise Science from Southern Illinois University. She played varsity softball throughout college and still enjoys playing and watching the sport. She joined Northwestern Mutual in 2014 in Indiana, and transferred to the Los Angeles office in 2018 to be closer to her family.

Morgan was born and raised in Arcadia, California. She now lives in Brentwood where she can visit the beach often. She loves living in Southern California for the endless number of things to do. An active adventurer, Morgan enjoys hiking on the weekends and never misses an opportunity to travel, Europe being one of her favorite destinations.

 
Thomas Michael Forbes

Thomas Michael Forbes

Director of Advanced Financial Planning
Office 213-243-7103

Thomas has many years of experience in the industry and with Northwestern Mutual. He started as a Financial Representative in 2014 and transitioned to supporting a single-advisor practice for 4 years as a primary investment associate. Having experience with both the client-facing side of the business and behind-the-scenes support, Thomas brings a unique combination of skills to the team. Today, his area of expertise is in plan presentation and distribution planning. Thomas holds his FINRA Series 7, 6, & 63 designations along with CA Life & Health.

Thomas is a native to Los Angeles and grew up on the East Side. After graduating from Menlo College in 2011 with a degree in Psychology, he lived abroad in South Korea for 2 years to teach English and study the Korean language. He now resides in DTLA with his do

 
Jessica Ormandy

Jessica Ormandy

Chief Marketing Officer
Office 213-243-7046

With over a decade of expertise in marketing and business development, Jessica serves as a key member of the team, providing strategic direction and guidance on marketing and public relations efforts, as well as client experience activities and special events.

Prior to joining the financial services industry, 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 sons, Mason and River. Jessica is bilingual in English and Russian.

 
Elizabeth Clay

Elizabeth Clay

Marketing Coordinator
Office 213-412-2819

Elizabeth provides support with several marketing initiatives, including event planning and execution, trade association research, community partnership and sponsorship outreach, staff training, and assistance with securing targeted speaking engagements and media relations opportunities. Elizabeth brings to the table her interpersonal and communication skills, along with her passion for writing. She is a graduate of Pepperdine University, where she earned her B.A. in Interpersonal Communication.

 

James Kenneth Verzino, ChFC®

Managing Director

 

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