Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
My Colleague:
Erik Duncan
Financial Advisor
Erik Duncan holds an MBA in Finance from the Wharton School of Business. Drawing from his experience as a Corporate Finance Banker, Erik Duncan and Duncan Financial provide confidential insight on how to best solve the critical wealth accumulation, risk management and wealth preservation issues
My Staff:
Kimberly Donnell
Operations Manager
kimberly.donnell@nmfn.com
602-808-3412
Kim joined Northwestern Mutual in 2002 and has been in the financial service industry since 1995. Kim currently maintains an AZ Life/Health and Long Term Care insurance license.
Prior to joining Chad’s team, Kim worked as an office manager for Cook and Associates at New York Life where she earned certificates for customer service relations. Kim is a proud mother of two and enjoys spending time watching her kids in sports programs with her husband Nathan. She also enjoys spending time with family, friends, and outside activities.
Kim believes every great business is built on friendship and trust. Clients are not just clients, they are family. Strong customer service cannot be duplicated.
How can Kim help you?
- Schedule appointments
- Welcome referrals and networking opportunities
- All services for new and existing life insurance
- New business updates/status
- Point contact for client direction
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