Staff

Julie Prince is committed to help guide each client through their own unique set of financial challenges.  Part of this commitment includes having a carefully chosen, experienced staff available to assist you.

Lewis Race Associate Wealth Management Advisor lewis.race@nmfn.com 206-777-3511 Lewis has earned the designation of  CERTIFIED FINANCIAL PLANNER™ , he joined Julie’s team in January of 2008, and has over 19 years of experience in the financial services industry. Lewis works with Julie in the construction of financial plans, including portfolio research, design, and implementation. Immediately before joining Julie’s team, Lewis was an associate planner for an independent advisory firm based in Bellevue, Washington. Prior to that, he served in specialist roles related to retirement plans, annuities, and equity trading. A graduate of the University of Montana, Lewis has a B.A. in Political Science. He holds securities, life, disability income and long-term care insurance licenses. Lewis is a member Puget Sound Chapter of the Financial Planning Association. Lewis can help you with: Investment Trading Construction and revision of Personal Planning Analysis (PPA) Facilitate transactions related to IRA contributions, rollovers, and required minimum distributions Facilitate transactions related to account deposits and distributions, including wires Welcomes opportunities for Julie to work with clients’ friends and acquaintances. Beth A Francois Associate Financial Representative beth.francois@nmfn.com 206-818-7165 Beth joined Julie’s team in 2009 and has 10 years of experience in the insurance industry.    Beth holds a Washington State insurance license for Life, Health and Long-Term Care. She attended Ramapo College of New Jersey, earning a BA in Communications.   Beth can help you with: Providing policy service and policy values Expediting policy changes for owner/beneficiary and address changes Processing changes to client billing accounts and facilitating premium payments Scheduling insurance exams Welcomes opportunities for Julie to work with clients’ friends and acquaintances   Zachary Goodwin Financial Representative Assistant zack.goodwin@nmfn.com (206) 777-3462 Scheduling Appoinments Meeting Preparation Welcomes questions on any client service needs that you may have Welcomes opportunities for Julie to work with clients’ friends and acquaintances   Karin J Loen Associate Financial Representative karin.loen@nmfn.com (206) 777-3462 Karin joined Julie’s team in 2011 with 9 years of experience in the investment industry.   Karin holds a Washington State insurance license for Life and Health. She attended the University of San Diego, earning a degree in Business.   Karin assists with:  Special Projects Team Support Welcomes opportunities for Julie to work with clients’ friends and acquaintances

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© 2012 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Juliette Anne Marie Prince is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 601 Union St Ste 2500, Seattle, WA 98101-4074, 206-623-8801, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Northwestern Mutual - Puget Sound are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Juliette Anne Marie Prince is primarily licensed in Washington and may be licensed in other states.

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