Expertise

As part of Northwestern Mutual, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class solutions such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.


Meet Our Planning Team

Pictured from left-to-right: Jasmine Newman, Robin Smith, Matt Morris, Dan Toula, Mesa Lewch,
Leo Tucker, Kevin Shavalay, Gunnar Laasanen, Rosario Green

 

Leo TuckerLeo Tucker
Managing Partner
​leo.tucker@nm.com
(202) 403-2582

In April 2003, Leo Tucker assumed Managing Partner responsibilities for Northwestern Mutual's Washington, D.C. office and is responsible for sales and service operations in the District of Columbia, Western Maryland and Northern Virginia, with offices located in McLean, Bethesda, Fairfax, Reston and Rockville.

As one of Northwestern Mutual’s exciting young leaders, he brings proven management experience, personal energy and a deep commitment to service to this position. The Washington, D.C. office has over 75 full-time Financial Representatives specializing in employee benefits, investments, and business and estate analysis.

Leo and his wife, Marilyn, have two children named Colby and Sloane. In his off-hours, he is an active volunteer in the community.

 

Mesa LewchalermwongMesa Lewch
Chief Operations Officer
mesa.lewch@nm.com
(202) 403-2582

Mesa Lewchalermwong is the Chief Operating Officer for Northwestern Mutual's Washington, D.C. office.  She is responsible for developing and executing operational and human resource strategy in support of the overall business plan and strategic direction of the organization.  She was previously Director of Development where she coached and developed financial representatives under 2 years in the business.  Prior to joining NM-DC in 2009, she was the Associate Director of Client Relations for the Worrell Agency in Charlotte, NC.  She holds an active Life & Health License and is a registered investment representative with Northwestern Mutual Investment Services.

She is a graduate of Appalachian State University with a BSBA in Health Care Management.  Mesa lives in Washington, D.C.

 

Robin Smith
Director of Development
(202) 403-2582

 

Dan ToulaDaniel Toula
Operations & Investment Support Manager
dan.l.toula@nm.com
(202) 600-7115

Danny Toula has been with Northwestern Mutual for 5 years.  He has held multiple roles at Northwestern including Intern Financial Representative, Associate FR, Sales Execution Team Associate, Investment Operations Manager, Associate Director of Network Office Supervision, and now serves as our Operations and Investment Support Manager.  Danny currently holds his FINRA Series 6, Series 63, Series 7, Series 66, Series 9, Series 10, Series 24, and MD Life & Health exams.

Rosario Green

Rosario Green
Planning Associate

Rosario Green joined Northwestern Mutual in 1999.  Currently Rosario is a member of the Planning Team, where she supports financial advisors on the administrative aspects of their business.

Rosario grew up in a very large family in a rural part of the Philippines, there she graduated from college with a B.A. Degree in Education.  She was an elementary school teacher for 7 years before coming to the United States in 1993.  She met and later married her husband Eric in Arlington, and they currently reside in Crystal City. She and her husband love to travel in their free time.

Gunnar Laasanen

Gunnar Laasanen
Planning Associate

Gunnar is a Planning Team Associate focused on developing plan and investment proposals. He is licensed in life, health, and annuities as well as Series 7 general securities licensed. Gunnar has been with NM for two and a half years. Gunnar grew up in Hawaii and Maryland as a child, and attended high school and college in Virginia. He graduated from Old Dominion University with a BS in Finance with a minor in Economics. He currently lives in Loudoun County, Virginia and enjoys golfing and going to concerts during his free time.

 

Matt Morris
Planning Associate

Matt Morris is a member of our Investment Operations Team.  He joined Northwestern Mutual in 2015.  Matt grew up in Fair Haven, NJ and attended Penn State University.  He currently lives in Washington, DC and enjoys reading, running, football, movies & TV, and traveling.

 

Jasmine Newman
Planning Associate

Jasmine joined Northwestern Mutual in 2013. She has graduated from George Mason University with a B.A. in International Development. Jasmine serves as an underwriting process specialist on the planning team.  Jasmine dedicates her free time twice a week to tutoring elementary students in math through the non-profit: For Love of Children (FLOC). For fun, Jasmine enjoys taking dance classes and playing the viola.

 

Kevin Shavalay
Junior Planning Associate

Kevin recently graduated with honors from the University of Mary Washington where he earned a Bachelor of Science in Business Administration and a minor in economics. He also studied finance and investment analysis at the University of Manchester Business School, UK. In 2015, he joined the Washington D.C. planning team to assist advisors with research, personal planning analysis and insurance product recommendations.


Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

Learn More arrow

Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

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