My Team

I take customer service very seriously, as well as my team.  Our team experience  promotes creativity and open communication in an atmosphere of personal warmth, enthusiasm and optimism.  Together, we are committed to providing exceptional customer service 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.

http://kylelahonta.nm.com/         

http://www.patrick-cummings.com/

 
Teri L Sivanish

Teri L Sivanish, AWMA®

Director of Investment Operations and Services
Office 509-343-9141
Fax 509-343-9141

Teri has 30 years of experience at Northwestern Mutual. She is the Director of Investment Operations and Services in our Spokane office. Teri holds Washington State Life and Disability Insurance Licenses and Series 7, 66, 6 & 63 security registrations.

 
Natalie A Neer

Natalie A Neer, AWMA®

Director of Investment Operations and Services
Office 208-892-5714

Natalie has been with Northwestern Mutual since 2004. She joined our  team in 2012. Natalie focuses her efforts toward refining the experience we provide to our clients. She is responsible for scheduling appointments, communicating with clients and facilitating your relationship with our office. She also assists our clients by transferring and implementing investment strategies, placing insurance business providing ongoing client service. Natalie is insurance licensed and has her Series 7, 6 & 63.

 
Megan G Frostad

Megan G Frostad

Director of Insurance Services
Office 509-838-5246

Megan has been with Northwestern Mutual since 2012. She joined our team at Pinecroft Financial Group in 2017.  Megan is responsible for insurance operations, client communication and scheduling, as well as client service requests. Megan holds a Washington and Idaho State life and disability insurance license.

 
Betsy Gilliland

Betsy Gilliland

Director of Insurance Services
Mobile 208-818-8247

Betsy started her career with Northwestern Mutual in 2017. She joined our team in 2021. Betsy's focus is on New Business Implementation. Betsy works directly with clients through the application and underwriting stages of implementing their Life, Disability, and Long-term care insurance needs. Betsy holds a Idaho and Washington State life and disability Insurance license.

 
Chad Michael Krahn

Chad Michael Krahn

Investment Assistant
Office 509-838-5246

Chad started his career with Raymond James in 2007 as a Sales Assistant & Financial Advisor. He then worked for Edward Jones from 2010-2015 as a Financial Advisor and D.A. Davidson from 2015-2021 as a Financial Advisor and 401(k) Specialist. He joined our team in 2021 as an Agent Assistant. Chad is responsible for wealth management services and planning. Chad holds a Washington and Idaho State life and disability insurance license, as well as a Series 7 & 66.

 
Kolton Zender

Kolton Zender

Director of Marketing
Office 509-505-6102

Kolton began his career with Northwestern Mutual in 2019 while he was in his senior year at Washington State University. He joined our team in 2021. Kolton focuses his efforts towards directing the development and implementation of customized marketing plans to enhance productivity and grow revenue for the Pinecroft team through media, proposal/planning creation and client operations.

 

James H Bockemuehl, CLU®, ChFC®, AEP®
Wealth Management Advisor


Pinecroft Financial Group

 

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