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.
Andrew S Hester
Associate Financial Advisor
andrew.hester@nmfn.com
(619) 230-8026
Andy has a BS from James Madison University in Virginia majoring in Economics. He has a Series 7 general securities license and a Series 66 license for Registered Investment Advisors. Andy's focus is on client portfolio analysis, investment strategy, and day-to-day administration of the team's investment practice.
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Katherine E Strauss
Marketing Assistant
kate.strauss@nmfn.com
619.230.8087
Kate has a BA from California State University San Marcos in communication. As marketing assistant, Kate coordinates appointments and events for clients and prospects. She prepares marketing materials for clients and files for initial client meetings.
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