Adam James Stoffey

Financial Advisor

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your current accounts, submit a claim or request any other service, please let us know. We will respond promptly.

 

Victoria L Poulter

Tori joined our team in August of 2015. She is our marketing manager. Tori is the primary contact for scheduling and any marketing related questions. She is pursuing a B.S. in business with an emphasis on Marketing and International Business at University of Colorado, Colorado Springs. In her free time, Tori enjoys spending time with family & friends, hiking, and generally enjoying the outdoors.

 

Rachael Anne Houlihan

Office 719-578-4049

Rachael joined our team in April of 2015. She is our operations manager and she is the primary contact for insurance underwriting and service needs and investment account set up. Rachael holds a Colorado State Insurance License for Life and Health. She is a proud Colorado native and with every spare moment she loves to spend it with her husband, kids and dogs. Whether she is outside or inside with a good movie or book odds are you will find her with her family and friends.

 
 

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