Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

Meet Our Team

 
 
 
 
 
 
Alan Spiegelman

Alan Spiegelman, CLU®, ChFC®, AEP®

Associate WMC Advisor
Office 415-733-6592
 
Julie L Brim

Julie L Brim

Investment Operations Coordinator
Office 415-733-6559

How can Julie help you?

  • She assists in strategic portfolio management
  • She conducts brokerage, advisory, and direct-to-fund trading 
  • She can assist you with deposits & withdrawals, asset transfers, and account paperwork
  • She coordinates with accountants on tax-time questions
  • She services all existing investment accounts
 
Arabelle V Restauro

Arabelle V Restauro

Associate Wealth Management Advisor
Office 415-733-6567
How can Arabelle help you?
  • She develops your Personal Planning Analysis and Retirement Projections
  • She opens and processes new investment accounts
  • She can assist in opening state-specific 529 accounts
  • She can assist in brokerage, advisory, and direct-to-fund trading
  • She can assist with deposits/withdrawals, asset transfers, and account paperwork
  • She can assist in servicing all existing investment and insurance accounts
  • She can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website

 

 
Rita Ilyaguyeva

Rita Ilyaguyeva

Director of Marketing and Business Operations
Office 415-733-6702

How can Rita help you?

  • She manages all insurance planning, underwriting, and operations
  • She works with Adam to design the policies that best suit your family’s needs
  • She can provide servicing related to your insurance policies, annuities, and billing accounts
  • She can walk you through the insurance application process & e-signature
  • She can help you initiate an insurance claim
  • She can be contacted regarding public relations opportunities and sponsorships
  • She can be contacted for any marketing material or collateral
  • She can facilitate your next appointment with Adam
 

Adam D Spiegelman, CFP®, CLTC
Wealth Management Advisor


Spiegelman Wealth Management & Insurance Services

 

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