Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Nerd Nation Financial, Wealth Management & Insurance Services

Our Team

Team photo

 
Chris Andrews

Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor
Office 650-264-4902

Chris started his business with Northwestern Mutual in 2007, and he is the lead Wealth Management Advisor for his team.

Chris holds his Series 7 and Series 63 investment licenses along with the Certified Financial Planner CFP®, Retirement Income Certified Professional RICP®, Chartered Financial Consultant ChFC®, and Chartered Life Underwriter CLU® professional designations.

Contact Chris if you’re interested in learning more about how we help clients, our niche planning expertise, and how we may be a resource for you.

 

 
Jone Lee

Jone Lee, CFA®, MBA, CFP®, CLU®

Office 650-264-4915

Jone joined Chris’ team at Northwestern Mutual in 2015 as an Associate Financial Representative after graduating with an MBA from San Francisco State University in 2014. During his graduate studies, Jone worked as an Investment Research Intern at Lighthaven Capital Management - a local hedge fund. Jone also worked as a licensed personal banker at JP Morgan Chase and as a service associate at Citibank before starting his MBA program. Jone is a lead advisor on the team specializing in investment/portfolio management, planning with clients, and managing our client service process. When he’s not in the office, he enjoys going to the gym, reading, playing poker, and snowboarding.

Jone holds the California Life and Health insurance license, Series 7 and Series 66 investment licenses.

Contact Jone for inquiries regarding your investment accounts or overall planning. 

 
Ashley R Clark

Ashley R Clark

Director of Operations
Office 650-264-4921

Ashley joined Northwestern Mutual in 2014, and she worked as an Associate Financial Representative and the Technology Coach for the San Francisco office through 2017. Ashley received her BS in Digital Marketing from Bellevue University in May of 2017 and joined Chris’ team in October. As the Marketing Specialist, she manages the marketing efforts of the team, including client appreciation events, branding, social media, and more. Outside of the office, she enjoys spending quality time with friends and family, reading, watching sci-fi movies, and traveling (she is currently working on Korean to make the most of future trips!).

Ashley holds the California Life and Health insurance license.

Contact Ashley for inquiries regarding client events, introducing referrals to Chris, and scheduling appointments.

 
Joey Anthony Carney

Joey Anthony Carney

Associate Financial Representative
Office 650-264-4927

Joey started his career with Northwestern Mutual in 2017 as a Financial Representative, and he joined Chris’ team in January of 2018 as an Associate Financial Representative. Joey received his BA in Advertising from The University Of San Francisco in May of 2017, doubling as a Division 1 student athlete on the Dons men’s baseball team as well. He works with clients to clarify their goals, design their financial plans, and implement recommendations to achieve financial security and success. Joey has a passion for all sports but particularly baseball, basketball, and snowboarding.

Joey holds the California Life and Health insurance license, Series 6, and Series 63 investment licenses.

Contact Joey for inquiries regarding your overall financial planning.

 
Yoali Lamarque

Yoali Lamarque

Administrative Assistant
Office 650-264-4901

Yoali joined Northwestern Mutual in 2018 after working the prior two years as a Family Specialist at Uplift Family Services. She has a passion for working one-on-one with clients and helping them make the most of the resources available to them, and she received her BA in Latin American and Latino Studies from the University of California, Santa Cruz in 2012. As the Administrative Assistant, Yoali handles the team operations, client service, and internal processes. Outside of the office, Yoali is planning her wedding for May of 2019! She enjoys spending quality time with her fiance Alex and her family, biking, trying new places to eat, enjoying the California sunshine, and planning her future travels.

Contact Yoali for any general questions or service needs.

 
Stephanie Chen

Stephanie Chen, BBA

Associate Wealth Management Advisor
Fax 650-232-0256

Stephanie started with Northwestern Mutual in 2015 as an Associate Financial Representative and joined Chris’ team in 2019 as an Associate Wealth Management Advisor. Originally from Canada, Stephanie has lived and worked in Toronto, Hong Kong, Beijing and Los Angeles in various marketing and communications roles. Stephanie holds a BA in Honors Business Administration from the Ivey School of Business at Western University in Ontario, Canada. She works closely with Jone in the Investments and Planning Department while also supporting the team in other functions. Stephanie lives on the Peninsula with her husband and two school-aged kids and enjoys tennis, reading, traveling, and Pilates; her dream is to attend every Grand Slam tournament at least once. 

Stephanie holds the California Life and Health insurance license, Series 7 and Series 66 investment licenses.

Contact Stephanie for inquiries regarding opening an investment account or overall planning.

 
Aldo Severson

Aldo Severson

Associate Financial Representative
Office 650-264-4900

Aldo grew up in San Mateo and after graduating from Sonoma State in 2017 with an economics degree, began a career in financial services.  He joined Chris’ team in June of 2019 in order to focus on helping clients define their goals, create financial plans, and continually follow up to help ensure client success.

Aldo enjoys playing and watching sports, rooting for the Oakland A’s, Raiders and whatever teams LeBron and Cristiano Ronaldo decide to play for.  In his free time, he can be found at the gym, hanging out with friends or in his room playing video games/watching a romantic comedy.

Aldo holds the California Life and Health insurance license, Series 7, and Series 66 investment licenses.

 
 

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