Team Members

Our team of expert professionals is committed to providing the best client service experience. Together, we strive to develop trusted relationships with clients. Our team is detail-oriented and able to identify the complex aspects of personal and business needs analysis. Through the Network, we have access to a wide array of specialists that offer advanced expertise. Together, we create the solid financial framework to help clients achieve their goals.

If you need to schedule an appointment, make changes to your investments or policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!

 
Jessica Guidi

Jessica Guidi, AWMA®

Associate Wealth Management Advisor
Office 949-633-9758

Jessica Guidi joined Northwestern Mutual in 2005, as an Investment and Insurance Client Services Representative. With 20 years of experience in the industry, Jessica directs all individual and institutional account implementation and service transactions for clients' accounts, in both investment relations and risk management areas of the practice. 

Jessica holds California Life and Health, Variable, Long Term Care and General Securities Series 7, Series 6 and Series 63 Licenses.

 

Irene Valle

Financial Representative Assistant
Office 949-622-7201

Irene is the account manager of our insurance operations. She has been a member of Northwestern Mutual since 2015 and has extensive experience in client relations, insurance and financial underwriting. Irene has her bachelors degree in psychology. In her free time, Irene crochets and enjoys spending time with her husband, baby girl, and Maltipoo puppy Lily.

 

Scott Gajda, CLU®, ChFC®
Wealth Management Advisor


Pathway Wealth Management and Insurance Services

 

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