Saige began her career at Northwestern Mutual in 2014 assisting in multiple roles and joined our team as the Director of Insurance Operations in 2018. She transitioned her role in April of 2019 to the Director of Investment Operations. With her wealth of knowledge and experience, Saige helps clients in a wide variety of ways; including opening new accounts, assisting in money movement, account maintenance and maintaining an efficient system for our clients’ account follow-up and servicing.
In her spare time, Saige enjoys traveling, being outdoors and spending time with her family.
Rachael started with Physician Financial in June 2019 as Investment Operations Assistant. She is a graduate of Indiana University of Pennsylvania with a dual Bachelor of Science Degree in Business Management and Human Resource Management. Rachael assists in processing of all investment business from inception to completion. She is also responsible for all investment client-related service and support.
Rachael’s greatest joy is her 10-year-old daughter Angelina. In her free time, Rachael enjoys volunteering at local charities and food banks. She is the head coach of her daughter’s cheerleading squad and captain of a bowling team. She enjoys taking vacations and spending time doing outdoor activities.
Riley started with Physician Financial in August 2019 as the Director of Insurance Services and Client Relations. A Slippery Rock University graduate, she has dabbled in real estate, digital marketing and even spent time as a pastry chef at a fine dining restaurant. She manages the insurance application process and all underwriting communications. Riley facilitates communication and account operations between our advisors and you, the client. She provides a concierge service to update your client information and technology needs for your accounts with us.
In her free time, Riley loves to attend concerts with her fiancé Matt and she enjoys developing new dessert recipes to share with friends and family.
Kendal first joined Northwestern Mutual as an Associate Financial Representative in 2013, following her graduation from Lehigh University. She continued her career in the financial services industry working as a financial analyst for a boutique investment firm before returning to NM as the newest member to our team in 2019 as a Financial Planning Assistant. Kendal assists in the preparation of presentations for future and current clients of Physician Financial. Outside of work, Kendal enjoys running, hot yoga, and the outdoors.