Firm Management Team

Greg
Nelly

Experienced Professionals

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Managing Partner,

Chief Compliance Officer

CFP®, AIFA®, RMA®, CIMA®

Chief Executive Officer

MSF, CRPS®

John Cassidy
Alexis Vanden Bos
Ryan Walsh
Dessy Raza
Daniele Gonzalez
Shelby Eckhardt

Director of Technology Services

Compliance Consultant

Portfolio Manager

CFA, FRM

Human Resources Manager 

Operations & Marketing Manager

MBA, Professional Certified Marketer (PCM®)  

Business Development Manager

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.