Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Anthony Duane Congdon

Anthony Duane Congdon, CLTC®

Managing Director
tony.congdon@nm.com

My Networks: LinkedIn

Tony Congdon’s career with Northwestern Mutual began in February of 2005 when he was referred to the company by another Financial Representative of The Beer Financial Group. Success as a Financial Representative came quickly for Tony, and his decision to join Northwestern Mutual seemed to be a perfect fit for a long-term career. Tony began the management track as a College Unit Director, where he was responsible for working with College Financial Representatives in the internship program and teaching them how to become successful in the career as well. After accomplishing the task of managing his own career and guiding the younger Financial Representatives, Tony was appointed the Managing Director of the Bakersfield office. Tony has been an astounding Financial Representative for his clients and his work has been recognized by Northwestern Mutual, Columns, Bakersfield Californian, Bakersfield Life, Time Magazine, and honored with numerous awards. In 2006 he was ranked 3rd in disability sales for all representatives in the Western United States and was recognized by The Beer Financial Group as its leading Financial Representative. He currently resides in Hart Flat with his wife, Jennifer, and their six children.

 
 Anthony Gregory Finocchiaro

Anthony Gregory Finocchiaro

Financial Representative
anthony.finocchiaro@nm.com

My Networks: LinkedIn

Anthony Finocchiaro is a Bakersfield native who graduated from California State University, Bakersfield with a degree in Business Administration concentrating in Finance. He strives to create financial security and independence for his clients’ immediate, mid-term, and long-term goals. When Anthony is not working for his clients, he loves to ride his bike, spend time with family, cook and eat, and travel around America and the world as a whole.

 
 Brittany L Shultz

Brittany L Shultz

Office Manager
brittany.shultz@nm.com

Brittany Shultz originally joined Northwestern Mutual under the leadership of Tony Congdon as a Financial Representative Assistant. As the office began to grow and develop, Brittany transitioned into the role of Office Manager. Brittany plays a large role in the development and implementation of office systems and processes, helping the team free up more time to focus on client needs. Brittany is an integral part of the Bakersfield district office by providing exceptional adminstrative support, management, and leadership. In her free time away from the office, she enjoys being outdoors and stays active through many sports and hobbies. She also enjoys spending time with her family and friends.

 
 Ethan Nicolas Aparicio

Ethan Nicolas Aparicio

Financial Representative
ethan.aparicio@nm.com

Ethan Aparicio joined Northwestern Mutual to expand on his career in the Financial Service industry of 23+ years. Ethan, a Million Dollar Round Table Life and Qualifying Member who has qualified consecutively from 2011-2014 and has been a Qualifying Life Member from 2016-2017. Ethan is very committed to helping his clients every step of the way in their overall financial planning. Ethan has won various awards for his success with Northwestern Mutual. Most recently, in 2016 he ranked 3rd place in the Woodland Hills Network Office for Lives and Clients leader. In 2011, he was awarded Rookie of the Year and Rising Star of the Year in 2012. Ethan’s main goal, is to add value and always be relevant to his client’s economic lives by enhancing what they have already done with their financial planning. When asked what excites him the most about working for Northwestern Mutual, he states “phenomenal company with an unparalleled track history of financial strength, always striving to do the very best for our clients, putting their interest first!”

 
 James Michael Hefley

James Michael Hefley

Financial Representative
james.hefley@nm.com

James began his career with Northwestern Mutual four years ago through the internship program as a College Financial Representative. Through his eagerness and work ethic he was awarded Top CFR in 2012. Now, James has now grown into a leadership role as College Unit Director. In this role, he is responsible for working alongside College Financial Representatives as a mentor and guiding them through the financial industry. James shines in the financial services arena because he enjoys helping clients customize a financial plan built for their desires.  

 
 Janice Siv Brodin

Janice Siv Brodin

Development Officer
janice.brodin@nm.com

My Networks: LinkedIn Facebook

 
 Jessica J Putman

Jessica J Putman


jessica.putman@nm.com

Jessica was born in Fillmore, California and now resides in Bakersfield. She is a graduate of West High School and is currently attending Southern New Hampshire University. Jessica is studying Accounting with a concentration of Forensic Accounting and Fraud Examination. Jessica chose this major because she loves numbers and puzzles and thought it would be a great fit for her. In her spare time, Jessica attends church, travels and spends time with her family. In addition to that, she loves to read and support the Children of Love foundation. Also, Jessica enjoys watching football and cheering for the Packers, but she cheers for other teams as well. Jessica loves to travel and is currently planning for an upcoming trip to Romania this summer. When asked why she likes working for Northwestern Mutual, she states “I enjoy working for Northwestern Mutual because I believe in their philosophy. What’s best for the client is best for us.”

 

Jonathan S Andrade

Associate Financial Representative
jonathan.andrade@nm.com

 
 Jonathan Scott Motter

Jonathan Scott Motter, CLU®, ChFC®

Field Director
jonathan.motter@nm.com

My Networks: LinkedIn Facebook

Jonathan Motter was born and raised in Lompoc, California. After high school, Jonathan joined the US Marine Corps and completed a 6 year reserve contract. During which, he concurrently relocated to Bakersfield, attended Bakersfield College, and transferred to California State University, Bakersfield where he majored in Business Administration with a focus on General Management. Jonathan was first introduced to Northwestern Mutual as a client. Jonathan understands and believes in Northwestern Mutual's philosophies and has always been proactive with his personal finances and retirement planning. Jonathan's passion is to help his clients plan early and be financially educated. When Jonathan is not meeting with clients, he can be found outside enjoying favorite hobbies such as snowboarding, scuba diving, golfing, woodworking, and home improvement.

 
 Katy A Olewiler

Katy A Olewiler


katy.olewiler@nm.com

Katy is a native of Bakersfield and attended Bakersfield College and graduated with honors from The Master’s University. While in school, Katy majored in Communications with a minor in History. In her spare time, Katy loves serving her church and is a member of Grace Bible Church of Bakersfield. Secondly, Katy also enjoys traveling, camping and playing piano. While away from the office, Katy loves spending time with her nieces and nephews, working on art projects, getting lost in a large bookstore and eating donuts. Katy’s favorite sports team is the FC Bayern, soccer team of Germany. Katy is always looking for her next adventure; some her favorite places to travel include Germany, Switzerland, and Italy. Katy enjoys traveling overseas, but will always love the mountains of Shaver Lake or the sandy beach of Cayucos. Katy enjoys working for Northwestern Mutual because she loves the people she works with and the structure company and the way we always put the client’s needs first and foremost.

 
 Whittany S Horn

Whittany S Horn


whittany.horn@nm.com

Whittany was born and raised in Bakersfield and graduated from Centennial High School and California State University, Bakersfield. While attending college, she majored in Business Administration with a concentration in Marketing. While she is away from the office, she enjoys spending time with her family and watching HGTV. Whittany is a huge sports fan, with her favorite basketball team being the Los Angeles Lakers and college football team being the USC Trojans. In her spare time, Whittany enjoys exploring Pinterest looking at interior design and doing home improvements. Whittany enjoys working for Northwestern Mutual because she loves the environment of our office and helping our clients.

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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