Meet The Team

Team

Our Local Team

Allison Ellstrom, Associate Financial Representative: focuses on client service and experience

Jim Broderick, MBA,  Director of Investments: focuses on portfolio construction and monitoring

Greg Finger, CFP®, Director of Financial Planning: focuses on financial planning solutions

 

 
Allison Ellstrom

Allison Ellstrom

Associate Wealth Management Advisor
Office 602-808-3400

Allison started as an associate for Kent in 2018. She has 3 years experience with the company and over 5 years experience in the financial services industry.

Allison prides herself in providing excellent client service and takes satisfaction in helping others reach their financial goals.

In addition to her BSBA in Marketing from Northern Arizona University (Go Lumberjacks!), Allison holds her life, Series 63, and Series 7 licenses.

Outside of Northwestern Mutual, Allison is passionate about animal rescue and you can usually find her on a dog-friendly patio with her fur baby.

 

M. Kent Welborn, CFP®, AEP®
Wealth Management Advisor


Welborn Financial

 

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