Team

 

We recently sat down and brainstormed how to best meet present and future client needs as they grow and change over time. The result? Our team doubled in size, bringing in fresh ideas and new capabilities to best serve our clients. We take your financial security needs seriously. My team is made up of well-trained, well-educated professionals who are ready to step in to answer questions or handle issues on their own or who free up my time to better serve you.

When you especially appreciate any aspect of your interaction with my team, please call and tell me directly. We appreciate knowing when the team is taking care of your needs.

"My business is very much a team effort, and my clients wouldn’t get the top-notch service they receive without them. I couldn’t run my business without my team."
~ Timothy Radden, CLU®, AEP®, ChFC®, CLTC 

 

Our Support Team

Concierge Planning is a service available to select Northwestern Mutual advisors to help them plan with clients who have sophisticated needs, such as complicated Estate Planning and Business Succession, Executive Compensation Planning and Advanced Retirement Income Planning.

Concierge Planning Team

 
Malisa C Henderson

Malisa C Henderson

Office 602-808-3423

Malisa Henderson joined our team in 2008. 

A native of Arizona, Malisa stayed close to home to earn her Bachelor of Science degree in International Business with a concentration in Finance from Arizona State University.

She currently holds her Arizona state securities license as well as Life and Disability Licenses. Her main goal is to nurture our customer service relationships through account management, comprehensive planning and correspondence.

Malisa is extremely dedicated to her family, friends, career and our clients.

Malisa may work directly with you to:

  • Answering questions on existing accounts.
  • Coordinate the completion of new account paperwork and any servicing of established accounts.
  • Process securities orders and any miscellaneous requests.
  • Oversee Radden Education Institute educational opportunities at prestigious medical schools and teaching hospitals.
  • Welcome referrals and networking opportunities that come from clients.
 
Blaire E Underwood

Blaire E Underwood

Office 602-808-3407

Blaire joined Northwestern Mutual's Phoenix office in 2017 after working in the industry for several years. In her role in the Gross network office in St. Louis MO., she served as a Financial Representative to her clients as well as being involved in the leadership program as a college unit captain for the St. Louis office internship program.

Seeking sunnier weather and a chance to learn and grow, Blaire moved to the Phoenix area to join our team and assist in all aspects of the business. She is excited and grateful to be working with a great team and great clients.

She currently holds her Life, Health, Long-Term Care and S63 License. Blaire is a triple alumna of Webster University most recently earning her MBA with an emphasis in finance in 2014. Blaire also received her Bachelor of Science in Business Administration and Bachelor of Art in Spanish in 2012.

Blaire may work directly with you to:

  • Conduct meetings and annual reviews.
  • Design financial planning strategies.
  • Review portfolios and provide market updates.
  • Supply quotes for life and disability.
  • Oversee Radden Education Institute educational opportunities at prestigious medical schools and teaching hospitals.
  • Welcome referrals and networking opportunities that come to her from clients.
 

Annmarie C Alaniz

Director of Marketing and Communications

Office 602-808-3439

Annmarie joined our team in 2018.

Annmarie is a financial professional in investment and business risk advisory.  As a native to Arizona, she has been servicing brokerage and managed accounts at leading brokerage and financial firms in the Phoenix and Scottsdale, Arizona areas. She brings 20+ years of investment industry experience working with individuals, corporate clients, tribally-owned companies and Native American grant schools. Also, Annmarie served as a bilingual benefit educator and counselor to corporate employees.  

As an awarded community leader and volunteer, Annmarie is past President and held various Phoenix Chapter Board seats for (ALPFA) Association of Latino Leaders of America, Building Latino Business Leaders nationwide, and Chapter Director for Women of ALPFA-Phoenix since 2008.  She was also Co-Creator and Director of the student Mentoring Program of the (AICCAz) American   Indian   Chamber   of   Commerce   of   Arizona.

Annmarie has accomplished her life’s work alongside her beautiful daughter Victoria and cherishes her family and friends from across the country and her Phoenix community.

Annmarie may work directly with you to:

  • Schedule and prepare your account review.
  • Develop strategic alliance approaches with our team.
  • Support Northwestern joint-work relationships.
  • Coordinate community involvement and cross-cultural marketing initiatives.
  • Share team news and communications.
  • Organize public relations opportunities.
  • Establish and maintain Radden Education Institute educational opportunities at prestigious medical schools, conferences and teaching hospitals.
 

Timothy E Radden, CLU®, AEP®, ChFC®, CLTC
Wealth Management Advisor


Physicians Nationwide

 

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