Planning Team

Our in-house planning team takes client service very seriously. Together, we are committed to meeting and exceeding your expectations. 

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Alexander Dorell

Associate Wealth Management Advisor
Office 206-777-3526

Alex has been in the investment industry since 2010, joining Northwestern Mutual and Chris' team in 2018. 

Alex graduated from Indiana University with a B.S. in Finance and a B.A. in Spanish.  He moved to Seattle in 2015 and loves spending time hiking, traveling and camping. 

What Alex can help you with:

  • Scheduling a meeting with Chris
  • Financial Plan updates and questions
  • Account or policy information
  • General inquiries
 
Matthew Behning

Matthew Behning

Associate Wealth Management Advisor

Matt has been in the investment industry since 2014, joining Northwestern Mutual and Chris’ team in 2019. 

Matt holds an MBA from the University of Ashford and a B.S. in Finance from Mount Mercy University.  Originally from Iowa, Matt and his wife Kate moved to Seattle in 2018 from Albuquerque, New Mexico, where they lived for 10 years.  Matt enjoys playing golf, traveling, reading, and cooking. 

What Matt can help you with:

  • Scheduling a meeting with Chris
  • Financial Plan updates and questions
  • Account or policy information
  • General inquiries
 
Mercer Kung Smith

Mercer Kung Smith

Director of Investment Operations
Office 206-777-3442

Mercer joined Chris' team in 2014.  She began working with Northwestern Mutual's Investment Operations and Wealth Management division in 2010, and has brought that experience to our team. 

Mercer graduated from Clarkson University in Potsdam, NY with her B.S. in Financial Information and Analysis.  She enjoys spending time with her family and friends, traveling, fitness, and saving the planet.  Mercer is also a very active member with the Seattle Brain Cancer Walk and won the Northwestern Mutual Community Service Award in 2014 for this cause.

What Mercer can help you with:

  • Opening an investment account & all corresponding paperwork
  • Processing all trades, transfers, and ACHs
  • Setting up online access
 
Amy Weideman

Amy Weideman, CLF®

Director of Insurance Services
Office 206-777-3463

Amy has been with Northwestern Mutual since 2002 and joined our team in 2014. Prior to working with the our team, Amy worked for the former Managing Director of The Tacoma Financial Group in which she held several key roles as an Associate Financial Representative. Over the course of her career, she has been fortunate to attend the following clinics and trainings: Beyond the Basics, Advanced AFR Academy, Mutual Fit, Internship 101, and the Activity Coaching Clinic. She also served for 3 years on the Field Staff Advisory Team at our home office. 

Along with directing the flow of business, Amy facilitates our insurance service operations, underwriting process, and client service. Amy holds her Washington Life & Health Insurance License. 

Amy graduated with a B.A. in History from Oregon State University.

Amy and her husband live in Tacoma with their children. She is passionate about spending time with her family, travel and event planning.

What Amy can help you with:

  • Insurance underwriting questions & follow-up
  • Insurance billing
  • Scheduling a medical exam for your insurance application
 

Christopher M. Kaminski, CFP®, CLU®, CLTC®

Wealth Management Advisor

 

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