Our Team

Jimmy Barnes

CEO

(949) 393-2996

Barnes_james@nlgroupmail.com

Michael Byrne, ChFC®

Managing Partner, California

(760) 201-6401

Byrne_michael@nlgroupmail.com

Scott Maitland CFP® MSFS ChFC CLU

Managing Partner, Montana

(503) 227-4817

scott@mountainpeakws.com

Pieter Olree

Insurance Brokerage Managing Partner

(714) 309-6033

olree_pieter@nlgroupmail.com

Phil Jones

Vice President, Finance & Operations

(949) 836-7809

Jones_phillip@nlgroupmail.com

Wayne Wang CLU®, ChFC®

Managing Director

(949) 522-8289

(626) 512-5999

Wang_Wayne@nlgroupmail.com

David Dai

Managing Director

(650) 931-4299

(415) 336-0166

Dai_David@nlgroupmail.com

Steven Liu, MDRT

Managing Director

(415) 806-9303

Liu_Yunshan@nlgroupmail.com

Lillian Zhou

Office Administrator

(650) 931-4299

Zhou_Mi@nlgroupmail.com

Marlene Cendejas

Marketing Coordinator

(949) 238-4632

Cendejas_Marlene@NLGroupmail.com

Ryan Logan CFP, CFBS, CLU

Financial Services Professional

(949) 444-5059

ryanlogan@ralfinancial.com

Tyler Ostrovsky

Financial Services Professional

(805) 624-1706

ostrovsky_tyler@nlgroupmail.com

Mark Jacoby, CIMA®

Financial Advisor

(949) 356-6423

jacoby_mark@nlgroupmail.com

Melissa Northway

Financial Services Professional

(949) 874-1997

Northway_melissa@nlgroupmail.com

Cameron Winchel

Financial Services Professional

(949) 735-7730

Winchel_Cameron@nlgroupmail.com

Vivia Strome

Financial Advisor

310-804-2067

Strome_Vivia@nlgroupmail.com

Adrian Gomez

Financial Advisor

(949) 393-0229

Gomez_Adrian@NLgroupmail.com

Britton Hammock

Financial Advisor

(949) 393-2770

(626) 371-5202

Hammock_Britton@nlgroupmail.com

Jeffrey Wolfe

Financial Advisor

310-294-9094

wolfe_jeffrey@nlgroupmail.com

Garrett Gonzalez

Financial Services Professional

(949) 505-4465

gonzalez_garrett@nlgroupmail.com

Lorne Jackson

Financial Services Professional

(805) 433-2018

jackson_lorne@nlgroupmail.com

Brandon Herrera

Financial Services Professional

(661) 429-5508

Herrera_Brandon@nlgroupmail.com

Jamal Hansen

Financial Services Professional

(650) 885-6843

Hansen_Jamal@nlgroupmail.com

Joe Russo

Financial Services Professional

(831) 747-4552

Russo_Joseph@nlgroupmail.com

Lihong Tang

Financial Services Professional

(626) 662-3240

Tang_Lihong@nlgroupmail.com

Matthew Stubblefield

Financial Advisor

(925) 348-4718

Stubblefield_Matthew@nlgroupmail.com

Samuel Zhou

Financial Services Professional

(626) 691-8080

Zhou_Shenghao@nlgroupmail.com

Teresa Mejia

Financial Services Professional

(323) 580-4065

Mejia_Teresa@nlgroupmail.com

Viola Fang

Financial Services Professional

949-378-0050

Yu_Fang@nlgroupmail.com

Carmen Wu

Financial Services Professional

wu_car@nlgroupmail.com

Coco (Cuifeng) Gao

Financial Services Professional

Junie Ngai

Financial Services Professional

415-992-1938

Ngai_Junie@nlgroupmail.com

Melody Pang

Financial Services Professional

pang_melody@nlgroupmail.com

Millie Lam

Financial Services Professional

415-279-1038

Ping Chang

Financial Services Professional

Chang_Ping@nlgroupmail.com

Samantha Lei

Financial Services Professional

Lei_Samantha@nlgroupmail.com

Valerie Li

Financial Services Professional

(415) 509-3609

Li_Valerie@nlgroupmail.com

Luke Bentz, MBA

Financial Services Professional

(406) 624-1244

Bentz_Luke@nlgroupmail.com

David Curtin

Financial Advisor

406-306-0004

curtin_david@nlgroupmail.com

Ramon Gomez

Financial Services Professional

208-716-0312

gomez_ramon@nlgroupmail.com

Nik Killoran

Financial Services Professional

802-595-5632

Killoran_Nikolas@nlgroupmail.com

Melissa Lipscomb

Financial Services Professional

(425) 269-0208

lipscomb_melissa@nlgroupmail.com

Katie Littlefield

Financial Services Professional

(406)-897-0534

littlefield_kathryn@nlgroupmail.com

Jared Zuege

Financial Services Professional

216-789-8661

zuege_jared@nlgroupmail.com

Hans Manseth CFP^®, RICP^®

Financial Services Professional

503-227-4817

hans@mountainpeakws.com