My Team

As a financial advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

 

Caleb A Hayter

Office 520-615-5375

Caleb is a graduate of the University of Arizona, with Bachelor's degrees in Economics and in PPEL (Philosophy, Politics, Economics and Law). Caleb interned with Northwestern Mutual during his time in college and requested that I become his family's financial advisor, to help plan for his future with his wife Carey, daughter Alisa, and three dachshunds, Kodi, Kile and Koda! 


Caleb would be happy to help you with:

  • scheduling appointments

  • answering inforce policy questions

  • making policy changes

  • answering billing questions

  • making premium payments

  • facilitating new policy underwriting

  • welcoming referrals and networking opportunities

Caleb can be reached by phone or email. Just let him know what you need!


 
Holly Carroll Stein

Holly Carroll Stein

Executive Assistant
Office 520-615-5360

Holly went to Northern Arizona University and Pima Community college for Interior Design. Her career was in Kitchen and Cabinet design. She is Brett's wife and retired from the cabinet business to raise their family and run the household. Brett and Holly have 3 awesome and very busy kids! Holly wears many hats at the office, you may find her assiting Brittany and Caleb, but her main role is Marketing and our Customer experience.

Holly would be happy to help you with:

  • website questions

  • welcoming referrals and networking opportunities

  • marketing and advertisements

  • social media

  • event planning

  • prospect and client experience

  • policy deliveries

  • answering inforce policy questions

  • making policy changes

  • answering billing questions

  • making premium payments

Holly can be reached by phone or email. Email is usually best as she spends limited time at the office, but checks her email regularly. Just let her know what you need!


 
Brittany Nicole Wohl Sandberg

Brittany Nicole Wohl Sandberg

Associate Financial Representative
Office 520-615-5378
Fax 520-838-8940

Brittany is from Peoria, AZ and moved to Tucson to attend the University of Arizona. After earning her bachelors degree in business administration from the Eller College of Management she decided to stay in Tucson and I was thrilled to have her join my team. Brittany's family is completed by her husband, Dustin baby boy, Milo and two dogs, Cooper and Manny.

Brittany would be happy to help you with:

  • scheduling appointments

  • answering inforce policy questions

  • making policy changes

  • answering billing questions

  • making premium payments

  • completing insurance applications

  • facilitating new policy underwriting

  • completing insurance policy deliveries

  • welcoming referrals and networking opportunities


Brittany can be reached by phone or email. Just let her know what you need!

 

Brett J Stein, CLTC®

Long Term Care Specialist

 

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