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 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.

 
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.

 
Vicki Bauer

Vicki Bauer, CFP®, RICP®

Director of Advanced Financial Planning

As the Director of Financial Planning, Vicki oversees the Financial Planning Services (FPS) and Northwestern Mutual Investment Services (NMIS) teams. Her teams provide planning and risk support, investment case development and consultation, and assistance with NMIS client onboarding to financial representatives and advisors. Vicki is a Certified Financial Planner® (CFP®) and a Retirement Income Certified Professional® (RICP®). She holds Series 7, Series 63, and California Life and Health Insurance licenses.

Vicki joined Northwestern Mutual in 2013. Previously, she worked in banking and as a financial advisor herself. Because she has experience working directly with clients, she is an invaluable resource when it comes to supporting advisors in their investment planning strategy. Both advisors and her team members see Vicki as an expert and a leader.

Vicki grew up in Arcadia and graduated from Cal Poly Pomona with a B.S. in Business Administration. She loves to support Los Angeles sports and keeps up with the Dodgers, Raiders, and Kings. In her free time, she enjoys hiking and reading novels.

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Alexander Fadil

Alexander Fadil

Internship Development Officer
Office 213-243-7106

Alex began his career with Northwestern Mutual as a college intern in December of 2011 while studying at the University of Southern California. While maintaining a clientele, Alex graduated with dual degrees in International Relations and Business Administration, joining the Downtown LA firm as a Financial Advisor. In 2014, Alex became the Assistant District Director in Los Angeles and helped facilitate training and development to inspire fast-paced growth and productivity. He also learned the recruitment and selection process which aided him in building a field unit as a Recruiting Field Director in 2016. His team led the company that fiscal year. Most recently, Alex has focused on growing the region’s internship business unit as the Internship Development Officer in the Southern California and Nevada marketplace. In this capacity, he leads collegiate recruitment initiatives, productivity systems, developmental processes, training curriculums, and mentorship programming.

Alex was born and raised in Palos Verdes. He married his wife, Paris, in September of 2017. They enjoy spending time traveling and exploring LA’s restaurant scene. He also maintains leadership involvement through his alma mater and community groups. Alex serves as Past-President for the USC Marshall School of Business Alumni Association, Chapter Advisor for Pi Kappa Phi Fraternity, mentor through the Career Advantage Program, and volunteers his time as a Steering Committee Member with UNICEF NextGen.

 
Jessica Ormandy

Jessica Ormandy

Chief Marketing Officer
Office 213-243-7000

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 son, Mason. 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

Managing Director

 

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