Your Team

As your team, we take client service very seriously. Together, we're committed to providing exceptional service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


 

 
Steven Ward

Steven Ward, CFP®

Associate Wealth Management Advisor
Office 206-777-3460

I started with Northwestern Mutual in 2014 and joined the team in 2015. In that time, I've earned my CERTIFIED FINANCIAL PLANNER™ certification, Life, Disability and Long-Term Care insurance licenses as well as my FINRA Series 6, 63, 65 and 7 securities licenses. My focus is on maximizing your experience with us and providing you top-notch service.

I graduated from Washington State University in 2008 with my Bachelor of Fine Arts in Digital Media degree. I love singing karaoke, gardening and long walks with my wife and our dog, Queso.

I can help you with:

  • Scheduling a meeting in person, over the phone or video conference
  • Accessing and navigating your online profile, aggregating your accounts and going paperless
  • Illustrations for life, disability and long-term care insurance as well as annuities
  • Trading stocks, bonds, mutual funds, ETFs and certain other securities
  • Account transfers, deposits, distributions and other transactions
  • Arranging premium payments
  • Taking policy loans
  • Beneficiary updates and other policy changes

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 
Nicholas Pagliai

Nicholas Pagliai

Office 206-777-3504

I manage our financial planning process, financial plan designs, and portfolio management. I have extensive knowledge regarding asset allocation, investment strategies, securities, and I'll be your primary contact for questions related to these issues. I maintain our clients’ plans with a keen focus on needs and goals.

I joined the team in 2020 and I have over 7 years of experience in the financial services industry. I hold my Life and Disability insurance licenses, and I've obtained the FINRA Series 7, 6, 63 and 66 securities licenses.

I'm a native Illinoisan and graduated from Northern Illinois University with my Bachelor of Science in Finance degree.

I can help you with:

  • Creating and amending your Personal Planning Analysis (PPA)
  • Tax-efficient strategies, including tax loss harvesting
  • Security recommendations and asset allocation modifications
  • Trading stocks, bonds, mutual funds, ETFs and certain other securities
  • Account transfers, deposits, distributions and other transactions
 
Colleen M O'Donnell

Colleen M O'Donnell

Director of Policyowner Services
Mobile 425-894-3495

I rejoined the team in 2010 after taking some time off to raise my children. Previously, I worked for Northwestern Mutual for seven years specializing in our life, disability and long-term care insurance underwriting. I take great pride in our underwriting process and leverage my knowledge and expertise to ensure your experience with us is second-to-none.

I graduated from Gonzaga University, where I earned my Bachelor of Arts in Political Science degree. I live in Bellevue with my husband and three kids.

I can help you with:

  • Arranging premium payments
  • Taking policy loans
  • Beneficiary updates and other policy changes
  • Your underwriting experience, including coordinating applications and your medical exam
 

Kevin B Johnson

Wealth Management Advisor

 

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