STELLA OAK FINANCIAL - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the SENIOR LEADERSHIP TEAM
- Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Allyson Torres joined Stella Oak Financial in 2022 and brings over 8 years of Northwestern Mutual experience to the firm.
Allyson graduated in 2011 from Oregon State University. Her strong knowledge of the business, as well as her dedication to client relationships, is a value to our team. Allyson enjoys spending time with her husband and daughter; they love to hike, bike, travel, and enjoy all that the Pacific Northwest has to offer.
Job Titles:
- ASSOCIATE
- Director of Operations
Amanda joined the Stella Oak Financial & Insurance Services team in 2017 after experiencing our personalized planning and seeing the impact we have in the community. She earned her Bachelor's Degree in Chemical and Biomolecular Engineering from the University of Pennsylvania and her Master's Degree in Forensic Science from the University of New Haven. She previously ran a research laboratory at Yale University School of Medicine for five years before moving to the West Coast. Today, Amanda is responsible for researching financial solutions for our clients. In her free time, she likes to cook, hike, watch all sports and take road trips.
Job Titles:
- ASSOCIATE
- Client Experience Manager
Amie Kelly joined Stella Oak Financial in 2021 and brings over 14 years of experience in the financial services industry. Prior to our firm, Amie worked with LPL Financial and Raymond James and brings a strong background as an Operations Associate, with a focus on the customer relationship and experience. Her strong knowledge of the business, as well as her dedication to client relationships, is a value to our team. Amie enjoys spending time with her family, reading, running, cooking and relaxing in the sun and sand.
Andrew is an Associate Wealth Management Advisor who believes in the power of advanced financial planning, tax efficient strategies and retirement distribution. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality. He helps find the right solutions for personal, family or business needs
He has impacted over 100 lives and holds a Bachelor of Science in Biology from the University of Illinois Chicago.
Job Titles:
- Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
Brandon Matloff has been representing Northwestern Mutual since 2007. He attended the University of Colorado, where he majored in Finance and received his Bachelor's Degree in Business. Continuing his professional development, Brandon obtained his Certified in Long-Term Care (CLTC) designation in 2011. He became a Wealth Management Advisor in 2013 and operates out of the company's West Los Angeles office.
Brandon is a second generation financial representative with Northwestern Mutual; his father has been in the business for over 30 years. He and his wife, Sarah, reside in Manhattan Beach with their two daughters, Stella and Sadie, and enjoy volunteering in the local community.
Job Titles:
- Member of the FIXED INCOME TEAM
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Dana has been in financial services since 2019. She believes a strong financial plan can help positively impact every aspect of someone's life. She has dedicated her career to empowering women and members of the African American community to help them build wealth for generations to come.
Before transitioning to the financial services industry, Dana worked for Fortune 500 Companies in many areas of healthcare sales including Pharmaceuticals, Biotech, Medical Devices and LTC Pharmacy.
Dana holds a Bachelor of Arts in Communication from American University in Washington, DC. She has earned her Series 6 and Series 63. In her free time, she enjoys spending time traveling, ballroom dancing and conducting genealogical research.
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Equities
Job Titles:
- Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Jessica helps women, young families, and couples, POC, and the LGTBQ+ community to accumulate, preserve, and distribute wealth through all the ups and downs of life. She knows that an effective financial plan begins with a meaningful and life-long relationship. This approach has allowed her to help numerous families in the Los Angeles area achieve their biggest goals.
Jessica was born and raised in Pasadena, CA. She attended Pepperdine University where she earned her BS in Business Administration with a Minor in Marketing.
She is a member of the Women and Latino Councils and an ally of the Black Caucus, LGTBQIA2s+, and Asian-American Councils.
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the SENIOR LEADERSHIP TEAM
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- ASSOCIATE
- Client Service Manager
Liz Murcia joined Northwestern Mutual in 1991. During her 24 years here, she was worked in various positions in Client Servicing and Underwriting. She joined the Stella Oak team in 2015 as a Client Service Manager to handle the Underwriting process.
She is the proud Mom of two sons, age 27 and 24. Her hobbies include gardening and cooking.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Wealth & Investment Management
Job Titles:
- Member of the FIXED INCOME TEAM
- Chief Portfolio Manager, Fixed Income
Job Titles:
- ASSOCIATE
- Client Service Administrator
Molly helps guide investment and annuity clients through the new account process, rollovers and servicing of existing accounts. She brings more than 8 years of experience with Northwestern Mutual and currently lives in Nashville.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- ASSOCIATE
- Client Service Representative
Quinn Bernal joined Stella Oak Financial after many years of helping her family manage real estate and other investments. Quinn's exceptional real estate experience is an asset to our clients as they look to expand their planning.
Quinn also has an incredible sense of urgency and her attention to detail will bring an incredible experience to our clients. Quinn attended the University of Nevada, Reno where she earned a Bachelor of Science in Business Administration with majors in Finance and Economics. She enjoys traveling, snowboarding, and playing tennis.
Job Titles:
- Portfolio Manager, Fixed Income
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
- Portfolio Manager, Private Client Services
Suneel began his career as an accountant after earning a B.S. in Accounting from the University of Southern California. After a few years at Ernst & Young LLP, he earned his MBA from the University of Virginia (Darden School). Suneel made the transition into financial planning after running a privately held firm as the CFO/COO for several years. In addition to his knowledge of accounting and tax codes, Suneel also maintains the Chartered Life Underwriter (CLU®) designation, which helps him approach clients from a dynamic planning analysis perspective.
Suneel lives in Los Angeles with his wife, Sharmila, along with their children, Kamran and Alia, and their Old English sheepdog, Madison. He gives back to his alma maters by mentoring with the Career Advantage Program at USC and acting as President of the Los Angeles Alumni Chapter for the Darden School of Business (UVA). He is both a Trojan football and Dodger baseball fan and enjoys playing softball, riding his bike and playing golf in his free time.
Suneel Kumar Garg, Brandon Jeremy Matloff and Andrea Koryn Williams use Stella Oak Financial and Insurance Services as a marketing name for doing business as representatives of Northwestern Mutual. Stella Oak Financial and Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Suneel Kumar Garg, Brandon Jeremy Matloff and Andrea Koryn Williams provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Suneel Kumar Garg, Brandon Jeremy Matloff and Andrea Koryn Williams are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Suneel Kumar Garg, Brandon Jeremy Matloff and Andrea Koryn Williams provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Suneel Kumar Garg, Brandon Jeremy Matloff and Andrea Koryn Williams are Insurance Agents of NM.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services