Davie joined Northwestern Mutual in October of 2010. In 2007, Davie graduated from the University of California, Santa Cruz where he earned a BA in Economics: Business Management with a focus in accounting and played soccer for UCSC. Davie started his career with the Public Accounting Firm - Grant Thornton before transitioning to Northwestern Mutual to bring a proactive planning focus to help people create more confidence and joy around money.

As a Private Wealth Advisor, Davie works mainly with those in the tech industry, families, and business owners and executives who are looking to have an all-encompassing financial plan to optimize their income, stock options, and plan for life before and after retirement.

Areas of expertise include:

• Planning with executive stock options & RSU's
• Charitable giving techniques and strategy
• Portfolio construction
• Distribution and tax strategies in retirement
• Business planning for closely held businesses

Being a licensed CPA, ChFC, CLU, and PFS has allowed Davie to give tailored, specific, and effective advise for clients across the financial planning spectrum.

Davie and his wife Jackie reside in Marin County, CA, with their two boys Topher and Callan.

In his spare-time he enjoys spending time on his boat or camping with his family and friends, or spending time running and mountain biking.

Stephanie Yang is the Portfolio Manager and the backbone of our planning process. She is responsible for overseeing our investment portfolios, critically analyzing client situations, and developing customized financial plans to help them reach their goals and objectives.

Stephanie has been with Northwestern Mutual since 2011 and with our team since 2018. She has supported multiple teams in every capacity, but finds that she thrives most in analyzing, designing, and implementing strategies, as well as educating our clients about financial planning. Stephanie enjoys giving our clients peace of mind that they have knowledgeable experts in their corner to help them with such an important, yet sometimes complicated and daunting part of life. Whether it’s walking a client through final questions about the direction of their plan or ensuring a seamless investment experience, Stephanie enjoys being a resource for our clients.

Stephanie holds her ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional) designations. She is also licensed with her FINRA Series 6, 7, 63, 65, and life and health insurance in the state of California.

Stephanie graduated Summa Cum Laude from the University of California, Irvine with a double Bachelor's in Economics and Anthropology. When she's not assisting our clients with their planning needs, she can be found enjoying a good book or doodling on her iPad. She lives with her husband Tim and their Corgi, Ema, in the Bay Area.

Russ joined Davie’s team in 2023 as a financial planning analyst. Russ worked in the hospitality industry for the first part of his professional life, where he developed an appreciation for exceptional customer service. He then graduated from Northern Kentucky University with a bachelor’s degree in accounting in 2017. After that Russ spent 5 years in public accounting, he is passionate about using his experience in tax planning to help clients retain their capital. He is a licensed insurance agent in the state of Ohio, as well as holding his FINRA series 6 and 63 licenses. Russ is a husband to Karli and father to Dexter, Hudson, and Wyatt. He enjoys spending time with his family outdoors and coaching the boys’ soccer teams. They reside in Camp Dennison Ohio.

Peter launched his wealth management career in June 2007 with the San Francisco Bay Area Group of Northwestern Mutual. During his initial 12-years with the firm, he built a practice focused on intergenerational planning and pension max distribution strategies. He was among 10 invited members of the company’s inaugural Multicultural Leadership Program – and with additional responsibilities as a College Unit Director, he recruited, trained, and mentored over 100 interns and new advisors over a 5-year period. This culminated in 2014 as his group was recognized as one of the Top 10 most productive teams (out of 300+) nationally.

In 2019, Peter moved on to a collaboration with the Houlihan and Simplot family offices in establishing Sutro Capital, one of only 30 Commodity Pool Operators registered with the NFA to algorithmically trade spot FX (foreign exchange) markets.

Prior to joining Davie’s team, Peter was a Director at EverEdge Global, a New Zealand-based IP (intellectual property) management consultant and investment bank. At LiveWell, he integrates a proven track record of client-centric guidance with diverse experience in alternative assets and technical market analysis.

Peter earned his BA in Economics and Political Science with a Statistical emphasis from University of California, Davis. While on campus, he served as the Sport Editor for the student daily newspaper – The Cal Aggie – and a resident advisor in the transfer student dorms. He holds – or has held during his career – a California state insurance license and series 3, 6, 34, 63, 65 licenses while maintaining good standing with FINRA and the NFA.

Since 2022, Peter and his wife Megan have called Charlotte, NC home with their daughter, Ripley, and son, Rudy. Together, they enjoy travel, trying new foods and always welcome a good joke (or at least, an attempt at one).