Team Members

Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring our own, unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!

 
Hilary Zumont

Hilary Zumont

Associate Financial Representative
Office 213-243-7000

Hilary joined Brian's team in 2012, coming with nearly ten years of experience in the financial services industry. With a Bachelor's Degree in Marketing from the Suffolk University, Hilary specializes in client relations. She handles overall office operations, account opening and maintenance, and client services. She holds her California Life and Health Insurance License.

Hilary works diligently to provide a high level of service for our clients, and is always available for any questions you may have. She cares about clients both professionally and personally, knowing that each client's finances have a ripple effect on the big picture of their lives and their family. 

Hilary loves to travel, be with friends, and spend time with her kids, Luke and Gia, and her husband, John. They enjoy spending weekends in Newport going to the beach and to their favorite restaurants.

 

Pat Sundin

Office 949-622-7200

As Associate Wealth Manager, Patrick assists with investment operations and is here to serve clients with all advisory-related needs. He holds his Series 7 and Series 66 Securities Licenses as well as the California Life & Health Insurance License.

Patrick studied finance at San Diego State. He brings with him 10 years of experience in the industry, having started his career as an intern a Wachovia, where he stayed on when it was acquired by Wells Fargo in 2009. Throughout his career, Patrick maintains the importance of continuing one’s education and taking advantage of every learning opportunity that presents itself.

Except for a brief time living in San Clemente, Patrick spent most of his youth in Laguna Niguel. Growing up in South Orange County gave Patrick a taste for the SoCal lifestyle. He loves to spend his time at the beach and stays active playing in a softball league with friends. When he’s not working or being outdoors, he spends time reading about whatever topic fascinates him of late. Right now, it’s artificial intelligence.

 
Didi Kovacs

Didi Kovacs, MBA

Director of Strategic Development
Office 949-622-7284
Mobile 949-295-7717

Didi Kovacs is currently our Director of Development. Didi relocated back to Southern California from Chicago in 2010, where she was working with a global manufacturing company, as a Regional Sales Manager. She spent much of her time in this position traveling internationally which she thoroughly enjoyed. Prior to that, Didi spent four years in the mortgage and real estate industry working with Chicago Title and Escrow, Countrywide, and Deutsche Bank. 

Didi grew up in Laguna Niguel and attended the University of San Diego where she graduated with a BA in Visual Communications and a Masters in Business Administration with the University of Phoenix. In her spare time, Didi enjoys any and all sports, painting and spending time with family, friends and especially her dog.   

 
Vicki Bauer

Vicki Bauer, CFP®, RICP®

Director of Financial Planning

As the Director of Financial Planning, Vicki oversees the Financial Planning Services (FPS) and Northwestern Mutual Investment Services (NMIS) teams. Her teams provide planning and risk support, investment case development and consultation, and assistance with NMIS client onboarding to financial representatives and advisors. Vicki is a Certified Financial Planner® (CFP®) and a Retirement Income Certified Professional® (RICP®). She holds Series 7, Series 63, and California Life and Health Insurance licenses.

Vicki joined Northwestern Mutual in 2013. Previously, she worked in banking and as a financial advisor herself. Because she has experience working directly with clients, she is an invaluable resource when it comes to supporting advisors in their investment planning strategy. Both advisors and her team members see Vicki as an expert and a leader.

Vicki grew up in Arcadia and graduated from Cal Poly Pomona with a B.S. in Business Administration. She loves to support Los Angeles sports and keeps up with the Dodgers, Raiders, and Kings. In her free time, she enjoys hiking and reading novels.

 
Jessica Ormandy

Jessica Ormandy

Chief Marketing Officer
Office 213-243-7000

With over a decade of expertise in marketing and business development, Jessica serves as a key member of the team, providing strategic direction and guidance on marketing and public relations efforts, as well as client experience activities and special events.

Prior to joining the financial services industry, Jessica served as Director of Marketing at several notable law firms, where she fostered the development and implementation of strategic practice group plans for attorneys, and supported partners with planning and preparation for business development meetings with key clients and prospects. She earned her Bachelor of Science Degree in Communications, with a concentration in Public Relations, cum laude, from Boston University.

Originally from Brooklyn, New York, Jessica made her way out to Los Angeles in 2005. She currently resides in Toluca Lake, CA with her husband, Jack, and son, Mason. Jessica is bilingual in English and Russian.

 
Elizabeth Clay

Elizabeth Clay

Marketing Coordinator
Office 213-412-2819

Elizabeth provides support with several marketing initiatives, including event planning and execution, trade association research, community partnership and sponsorship outreach, staff training, and assistance with securing targeted speaking engagements and media relations opportunities. Elizabeth brings to the table her interpersonal and communication skills, along with her passion for writing. She is a graduate of Pepperdine University, where she earned her B.A. in Interpersonal Communication.

 

Brian Rados

Financial Advisor

 

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