My Team

I take customer service very seriously. So does my staff.

Together, we are committed to providing exceptional customer service to all of our clients.

 

Krystal Amanda Garcia

Associate Wealth Management Advisor
Office 707-578-2477

Krystal graduated from Sonoma State University in 2015 with a Bachelor of Science in Business Administration with a concentration in Financial Management.

Krystal’s main role is as the primary liaison for all servicing issues and her focus is to help assure that each client’s individual needs are met. She handles billing questions, coordination of underwriting, paperwork processing for both insurance and investments and updating client database information.

 

Sharon S Zimmerman, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

 

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