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.


Investment Team

This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

WMC Investment Team

 
Rick Bravo

Rick Bravo, CFP®, RICP®

Associate Wealth Management Advisor
Office 206-777-3460

As an Associate Wealth Management Advisor, 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 2006 and I have over 14 years of experience in the financial services industry. I have earned my CERTIFIED FINANCIAL PLANNER™ certification, hold my Life and Disability insurance licenses, and I've obtained the FINRA Series 7 and 63 securities licenses.

I'm a native Californian and graduated from the University of California, San Diego with a B.A. in Economics.

I 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

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 our clients' experiences with us and providing top notch service.

I graduated from Washington State University in 2008 with my Bachelor of Fine Arts in Digital Media degree. I enjoy anything outdoors, learning new things and play time with my 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

I rejoined the team in 2010 with a wealth of knowledge, after taking some time off to raise my children. Previously, I 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. I'll continue with those duties now that I've returned.

I graduated from Gonzaga University, where I earned my B.A. in Political Science. I live in Bellevue with my husband and three kids.

 

Mercer C Kung Smith

I joined Kevin’s team in 2014. I previously worked for four years in Northwestern Mutual’s investment operations and wealth management departments, and I've brought that experience to our team.

I graduated from Clarkson University in Potsdam, NY with my B.S. in Financial Information and Analysis. I enjoy spending time with my 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