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San Francisco

We are a national team of seasoned professionals with almost 500 years of combined industry experience in the financial services industry. We are credentialed, creative and dedicated to our clients' goals. We are backed by the strength and support of Northwestern Mutual, who has been serving clients and keeping promises since 1857.

Davie Cochrane CPA, CLU®, ChFC®, CFP®

Lead Partner and Private Wealth Advisor

Jess M Swick CLU®, ChFC®, AEP®, CLTC®

Financial Advisor

Stephanie Jei Yu Yang CLU®, ChFC®, RICP®

Portfolio Manager

Russell Goss CFP®

Financial Planning Analyst

Peter C. Ng

Financial Planning Analyst