My Team

My team and I have worked hard to establish a wealth management practice founded on meaningful relationships and doing what is right and in the best interest of our clients and their families. We focus on what motivates and inspires our clients, supporting their goals and providing the highest quality service as they strive to leave a lasting financial legacy for future generations.

 
Cassandra Lizeth Tello

Cassandra Lizeth Tello

Director of Client Services
Office 214-525-1077

Cassandra manages:

  • Client services, including scheduling appointments, handling applications, billing inquiries and account updates

  • Underwriting – ensuring a smooth and streamlined experience with regular updates

  • Marketing assistance

Cassandra enjoys sports of all kinds, especially watching the Cowboys. She resides in Dallas with her husband, Wilson, and beautiful daughter, Naomi. She is currently studying for her accounting degree.

 
Mickie Jordan

Mickie Jordan

Administrative Assistant
Office 214-525-1077

Mickie has responsibility for:

  • Running the majority of our back office systems

  • Assisting with team events 

  • Providing administrative support to our team

Mickie, a resident of Dallas, has three grown children: Christine, Jessica and Jesse, who are a continual source of pride and joy. She believes God put us on earth to help one another and is happy to a part of a team what allows her to do this. She belongs to Newman Park Christian Church and is working toward her Associate Degree in Science, focusing on business at Eastfield College.

 

Karin V Larrave

Wealth Management Advisor

 

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