Staff

My team and I take client service very seriously. Together, we are 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.

 
Rick Bravo

Rick Bravo, CFP®, RICP®

Associate Wealth Management Advisor
Office 206-777-3460

As an Associate Wealth Management Advisor, Rick Bravo manages our financial planning process, financial plan designs, and portfolio management.  Rick has extensive knowledge regarding asset allocation, investment strategies, securities, and is our primary contact for questions related to these issues.  Rick maintains our clients’ plans with a keen focus on needs and goals.

Rick joined Kevin in 2006 and has over 14 years of experience in the financial services industry.  Rick has earned his CERTIFIED FINANCIAL PLANNER™ certification, holds his Life and Disability insurance licenses, and has obtained the FINRA Series 7 and 63 securities licenses.

Rick is a native Californian and graduated from the University of California, San Diego with a B.A. in Economics.

Rick can help you with:

  • Investment Trading
  • Construction & Revision of Personal Planning Analysis (PPA)
  • Facilitate transactions related to account deposits & distributions
  • Create/Modify insurance illustrations
  • Discuss tax efficient strategies
  • Asset transfer & funding of accounts
  • Security recommendations & asset allocation modifications
  • Developing/Implementing Advisory Plan

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ 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.

 
Steven Alexander Ward

Steven Alexander Ward, CFP®

Associate Wealth Management Advisor
Office 206-777-3460

Steven started with Northwestern Mutual in 2014 and joined our team in 2015. In his time with us he's earned his CERTIFIED FINANCIAL PLANNER certification, Life, Disability and Long-Term Care insurance licenses as well as his FINRA Series 6, 63, 65 and 7 securities licenses. His focus is on maximizing our clients' experiences with us and providing top notch service.

Steven graduated from Washington State University in 2008 with his Bachelor of Fine Arts in Digital Media degree. He enjoys anything outdoors, learning new things and play time with his dog, Queso.

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. 

 
Colleen M O'Donnell

Colleen M O'Donnell

Colleen rejoined our team in 2010 with a wealth of knowledge, after taking some time off to raise her children. Previously, she worked for Northwestern Mutual for seven years assisting with our life, disability and long-term care insurance underwriting process, client service and office management support. She will continue with those duties now that she has returned.

Colleen graduated from Gonzaga University, where she earned her B.A. in Political Science. She resides in Bellevue with her husband and three kids.

 
Mercer C Smith

Mercer C Smith

Mercer joined Kevin’s team in 2014.  She previously worked for four years in Northwestern Mutual’s investment operations and wealth management, and has brought that experience to our team.

Mercer graduated from Clarkson University in Potsdam, NY with her B.S. in Financial Information and Analysis.  She enjoys spending time with her family and friends, traveling, fitness, and saving the planet.

 

Kevin B Johnson, CLU®, ChFC®

Wealth Management Advisor

 

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