Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
David H Burnett

David H Burnett

Financial Advisor

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

 
David Richard DeYoung

David Richard DeYoung

Wealth Management Advisor

After 10 years as an engineer, I realized I enjoy working with people much more than technology.  I wanted to establish a meaningful business and have a career that would make a real impact on people's lives.

Whether you are an established entrepreneur, a well-trained professional, or an ambitious up-and-comer, my team and I are excited to help you achieve your financial security.
 

 
Kathy J Sanchez, CLU<sup>®</sup>, ChFC<sup>®</sup>

Kathy J Sanchez, CLU®, ChFC®

Previous to attending Montana State University, where Kathy received her bachelor's degree in Business Management in 2002, she taught in elementary and secondary education for 9 years.

Kathy holds the Chartered Life Underwriter (CLU®), Certification in Long Term Care (CLTC) and Chartered Financial Consultant (ChFC®) designation.

The CLU® which has long been recognzied as the fundamental and foremost educational credential for life insurance professionals.  Individuals who earn the CLU® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  More information regarding the CLU® and ChFC® may be found here.

The Chartered Financial Consultant designation (ChFC®) offers professionals in financial services the advanced education they need to better assist clients in this increasingly competitive field. Individuals who earn the ChFC® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

The Certified in Long Term Care designation (CLTC) focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequesnces on their client's family and finances.  CLTC professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Kathy has been recognized as the Financial Representative of the Year for the Castronovo Financial Group (Montana) from 2007-2012.  This prestigious award is given to a Financial Representative who demonstrates outstanding achievement in five key areas of growth, and is indicative of Kathy's committment to help her clients protect and achieve their financial security goals. 

 
John Kip O'Kelley

John Kip O'Kelley

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

John Kip O’Kelley has been an actuary and plan consultant for 30 years. He has in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations.

After carefully evaluating your company’s needs, Kip will be able to provide the resources, relationships, expertise, and objectivity to help you partner with a reputable provider.

John Kip O' Kelley provides services and products including:

  • Business Retirement Plan Services  
  • Retirement Plan Structure
  • Qualified Benefit Plans 
 
For the success of any business retirement plan and the financial security that it strives to achieve, consistency and proper guidance are a must. John Kip O' Kelley will collaborate with you, advocate for you, and offer many levels of assistance including:
 
  • Participant Communication
  • Plan Management
  • Investment Support
  • Compliance Assistance
 
Jeffrey P Peterson, CLU<sup>®</sup>, ChFC<sup>®</sup>

Jeffrey P Peterson, CLU®, ChFC®

Wealth Management Advisor

Jeff has spent more than 20 years in benefits consulting for private and public sector corporations as well as with individual executives. He has focused on the banking and technology industries, and his practice emphasizes all areas of executive benefit issues and informal funding. As Managing Partner in the San Francisco office, Jeff oversees client services for that region.

Jeff is a past president of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals in San Francisco. He is a member of the Million Dollar Round Table, Top of the Table, and the recipient of the highly coveted National Quality Award.

Jeff received his Bachelor of Science in Economics from the University of the Pacific.

 
 

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