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

Wealth Management Advisor

Our Team

Team Photo

 
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

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, Ashley just got married to her husband, Tyler, in November of 2017! She enjoys spending quality time with Tyler, 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.

 
Phoenix E Sinclair Jr

Phoenix E Sinclair Jr, CFP®

Office 650-264-4920

Phoenix joined Northwestern Mutual in 2014 as a Financial Advisor in the San Francisco office, and he joined Chris’ team in the Silicon Valley office in March of 2018. Phoenix received his BS in Accounting & Finance from San Francisco State University in 2004. As a CPA, Phoenix ran his own solo tax practice for 10 years before deciding to take a more integrated approach with clients and their investment and insurance strategies.

Phoenix lives in his childhood home in Berkeley with his wife, Rosemary, and three girls Amelia, Isabella, and Sophia. He enjoys watching football or Formula 1 races, taking walks in Tilden Park with their dog, and discovering the delightful culinary offerings around the Bay.

Phoenix holds the California Life and Health insurance license, Series 7, and Series 63 investment licenses.

 
Yoali Lamarque

Yoali Lamarque

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.

 

Ashwina A Miyabara

Office 408-767-2260
 
 

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