My Team

My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 
Matthew Greiner

Matthew Greiner, CFP®

Financial Advisor
Office 949-769-5630
 
Didi Kovacs

Didi Kovacs, MBA

Director of Operations
Office 949-622-7284
Mobile 949-295-7717
 
Rebecca A Itzen

Rebecca A Itzen

Director of Development
Mobile 949-622-7254
 

Theresa Tannous

Investment Operations Associate
Office 213-243-7000
 
Thomas Michael Forbes

Thomas Michael Forbes

Financial Planning Associate
Office 213-243-7103
 

Matthew Greiner, CFP®

Financial Advisor

 

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