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.

 

Acalia J Lee

Office 801-533-8444

Acalia (AK) handles client applications for insurance products.  She proactively engages with our underwriters and clients to advocate for the quick approval of our clients’ insurance so that they can have their families and businesses protected.

 

Douglas Saia Miller

Financial Plan Analyst
Office 801-225-8000

Doug is our in-house planning expert who designs and assembles our client-facing presentations, and handles much of the ongoing correspondence to clients from our office.

 

Ben Balikov

Financial Representative

  • Office 801-433-1666
  • Mobile 732-618-5090
 

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