Our Team

Through Northwestern Mutual, Prince Financial Services has 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.

 
Caysi R Mason

Caysi R Mason, B.A.

Director of Marketing and Business Operations
Office 206-777-3445

Caysi joined Prince Financial Services in 2013 bringing over 7 years of customer service experience to our team. She graduated from Central Washington University with her Bachelor of Arts degree in Psychology and currently holds her life, health, disability and long-term care insurance licenses. Caysi oversees the day-to-day operations of our team, facilitates client meetings and coordinates all of our marketing efforts.

Caysi resides in Issaquah, WA and enjoys baking cakes, reading and traveling. She also enjoys spending time with her boyfriend and family.

Caysi can assist you with:

  • Scheduling your meeting
  • Answering your questions about our firm
  • Your client service requests 
  • Finding the right team member to contact if you are unsure of who to call

 
Eric S Dash

Eric S Dash

Financial Plan Analyst
Office 206-623-8801

Eric joined Prince Financial Services in 2018. He brings over 20 years of institutional investment and trading experience that includes Fixed Income, Commodities, Foreign Exchange.

Eric has his MBA from Thunderbird School of Global Management and is a CFA® charterholder. In the winter he enjoys skiing with a focus on teaching and coaching and in the summer he loves spending time on the boating and hiking with his wife and son.

Eric can assist you with:

  • Questions about your portfolio
  • Updating your financial plan
  • Answering investment related client service questions  


 
Danielle M Whitelow

Danielle M Whitelow

Associate Financial Representative
Office 206-623-8801

Danielle joined Prince Financial Services in 2017. As an experienced administrative professional, Danielle brings over 17 years of experience in the finance and customer service industries. Currently, Danielle facilitates all meeting preparation for our team and assists in day-to-day operations. Danielle has earned her life, health, disability, and long-term care insurance licenses.

Danielle resides in Renton, WA with her teenage daughter. In her free time, Danielle enjoys reading, cooking and spending time with he family.

Danielle can assist you with:

  • Questions regarding your upcoming meeting
  • Opening investment accounts
  • Investment related client service  
 
Mercer C Kung Smith

Mercer C Kung Smith

Associate Wealth Management Advisor
Office 206-623-8801

Mercer joined Prince Financial Services in 2016. She began working in Northwestern Mutual's Investment Operations and Wealth Management Division in 2010 and has brought years of experience to our team.

Mercer graduated from Clarkson University in Potsdam, NY with her B.S. in Financial Information and Analysis. She enjoys spending time with her family and friends, traveling, fitness, and saving the planet. Mercer is also a very active member with the Seattle Brain Cancer Walk and won the Northwestern Mutual Community Service Award in 2014 for the cause.

Mercer can assist you with:

  • Investment Trading
  • 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.



 
Amy I Weideman

Amy I Weideman

Office 206-623-8801

Amy jointed Prince Financial Services in 2014 and has been with Northwestern Mutual since 2002. Prior to working with our team, Amy worked for the former Managing Director of The Tacoma Financial Group in which she held several key roles as an Associate Financial Representative. Over the course of her career, she has been fortunate to attend the following clinics and trainings: Beyond the Basics, Advanced AFR Academy, Mutual Fit, Internship 101, and the Activity Coaching Clinic. She also served for 3 years on the Field Staff Advisory Team at our home office. 

Along with directing the flow of business, Amy facilitates our insurance service operations, underwriting process, and client service. Amy holds her Washington Life & Health Insurance License.

Amy and her husband, Rob, live in Tacoma and have a 9 yr old son and 5 yr old daughter. She is passionate about spending time with her family, travel and event planning.

Amy can assist you with:

  • Insurance underwriting questions & follow-up
  • Insurance billing
  • Scheduling a medical exam for your insurance application
 
 

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