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Leadership Team

Nelly Mubashi

Nelly Mubashi

Chief Executive Officer
Chief Compliance Officer

Greg Headrick

Greg Headrick

Managing Partner

John Cassidy

John Cassidy

Director of Technology

Dessy Prasad

Dessy Prasad

Chief Operating Officer

Shelby Eckhardt

Shelby Eckhardt

Business Development Officer

Daniele Gonzalez

Daniele Gonzalez

Director of Human Resources

Douglass McCrae

Douglass McCrae

Compliance Manager / Inside Counsel

Robert Green

Robert Green

Accounting Manager

Quincy Loreen

Quincy Loreen

Wealth Advisor & Lead Financial Planner

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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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.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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