Nicole Collins

2020-01-24T01:06:29-08:00

Nicole has been an assistant for Kevin Ryan and Derrigan Sheedy since 2011. Before starting her career with NWF Advisory she was a life insurance agent for Allstate Employee Benefits and for Transamerica. Nicole currently oversees the servicing of Kevin Ryan and Derrigan Sheedy’s high net worth client investment accounts.

On a personal note, Nicole is […]

Matthew Almanza

2020-02-14T22:58:46-08:00

Matt is the Operations Manager at NWF Advisory headquartered in Los Angeles, California. Before starting his career with NWF Advisory he worked for Automatic Data Processing, (ADP) as an Associate Tax Processing Specialist. In his current role Matt plans, directs, and coordinates all operations, and is responsible for improving performance, productivity, efficiency and profitability through […]

Jolene Garat

2020-01-24T01:06:53-08:00

Jolene Garat is a Registered Paraplanner, and has been the Client Service Manager and Assistant to Advisor Robert M. Schultz since 2013. She assists Rob and his clients while managing the day-to-day functions of the office. Jolene received her B.S. Degree from the University of La Verne and an ABA Paralegal Certification from UCLA.

Jolene currently […]

Karla Rose

2020-01-24T01:06:53-08:00

Karla is assistant to Kevin Ryan and Derrigan Sheedy. Prior to NWF, Karla worked as a legal administrative assistant. Karla provides direct support to the advisor team and currently handles the day to day requests for all of their client accounts.

* Karla Rose is not a registered representative or investment advisor. She is not affiliated […]

Cinthya Salas

2020-01-24T01:06:55-08:00

Cinthya has been an integral member of Craig Steinhauer’s financial planning team for over 15 years and truly enjoys the special relationships she has established with many of their clients.

In her current role, Cinthya communicates with clients daily, fulfilling their operational needs, opening and servicing accounts, providing tax statements to clients and their CPAs, and […]

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NWF Advisory Group | 11835 W. Olympic Boulevard | Suite 1150 East | Los Angeles, CA 90064 | Phone: (310) 475-5854 | Fax: (310) 207-1628

The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. Insurance products are also offered through New World Financial and Insurance Services, Inc. which is not affiliated with Royal Alliance, Inc. Royal Alliance Associates, Inc. does not offer tax or legal services. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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