David W Mc Quade, MBA, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

My Team

 

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.

 
Elizabeth E Arambula

Elizabeth E Arambula

Associate Financial Representative
Office 619-230-8098

Elizabeth is a native San Diegan and has 4 years of industry experience.  She began working alonside Dave in 2015. As Dave's Associate Financial Reprensentative and Operations Manager, Elizabeth is responsible for the overall management of the practice and servicing of clients. She primarily oversees the underwriting process and policy maintenance. Elizabeth holds a California State License for Life, Health, Disability, and Long-Term Care.

Elizabeth works with everyone on the team to ensure that all of our client's goals are achieved.

 
Erica LaMountain

Erica LaMountain

Associate Wealth Management Advisor
Office 619-230-8013

Erica is a native San Diegan and has 10 years of industry experience. She holds a Master's Degree in Financial Planning and Taxation from San Diego State University. Erica also has an Executive Financial Planning Certificate and is a licensed Notary Public for our clients.

Erica is responsible for the investment operations and management of Dave's Investment Practice. She holds FINRA Series 7, Series 66, Series 6, Series 63, and Series 26 Securities Licenses, as well as a California State Insurance License for Life, Health, Disability, and Long-Term Care.

 
 

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