My Team

We take customer service very seriously. Together, our team is committed to providing an exceptional experience to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Kristin P Sheppard

Kristin P Sheppard

Director of Marketing and Business Operations
Office 415-733-6549

Kristin Sheppard joined our team in 2010. She manages our marketing and business operation. Kristin holds a California Life and Health Insurance license and her Series 6 and 63.

Kristin grew up in Baltimore, Maryland.  She graduated from the University of Georgia with a B.A. in History and a minor in Art History and from San Francisco State University with a Master's degree and credential in clinical rehabiliation with an emphasis on Orientation and Mobility.

Kristin is an active member with Guide Dogs for the Blind as a guide dog puppy raiser. Her passions include running, cycling, cooking and traveling.

 
Julia V Luong

Julia V Luong

Director of Insurance Operations and Services
Office 415-733-6579

Julia Luong joined our team in 2013 and directs our insurance operations side as the central contact for any insurance related matters. Julia holds a California Life and Health Insurance License and her Series 6 and 63.

Julia grew up in Huntington Beach, California and graduated from UCLA with a B.A. in History and a minor in Labor and Workplace studies.

Julia is an active volunteer with the FlipSide chapter at the Old Mint and a member of Little Brothers -Friends of the Elderly. Prior to joining Northwestern Mutual, Julia worked for over seven years in the networking and telecommunications industry at ZyXEL Communications, Inc, where she managed the Inside Sales Department.

 
Alexander M Baier

Alexander M Baier

Associate Financial Representative
Office 415-733-6555

 

Alex joined our team in 2018 as an Associate Financial Representative. Alex holds a California Life and Health Insurance license and his Series 6, 63, and 65.

 

Alex grew up in Vacaville, California. He graduated from the University of California Santa Cruz with a B.A. in Business Management Economics as well as Accounting.

 

Alex is an avid tennis player and powerlifter. He also enjoys learning about fitness and nutrition, watching movies, and spending time with friends and family.

 

William Richardson III, CLU®, CFP®
Wealth Management Advisor


Richardson Financial, Wealth Management & Insurance Services

 

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