Roberto Espinosa, AEP®, CAP®, CFP®, ChFC®, CLU®
Wealth Management Advisor


Avante Wealth

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Francisco Paez

Francisco Paez

Financial Representative

Francisco joined Northwestern Mutual in 2018 after graduating of the University of Incarnate Word. Francisco is a Financial Representative serving San Antonio and Mc Allen, TX 

 
James C Wendlandt

James C Wendlandt

Financial Advisor

Retirement Plan Specialist

 

James C. Wendlandt can help you find the solutions to help ensure you have enough money for retirement. Instead of a one size fits all approach, James Wendlandt begins the process by helping his clients create their own picture, define their goals, values and dreams. James then serves as a guide to lead his clients through the design of a specific solution that is flexible and holds his clients accountable to implement each phase of the solution.

When asked about James' relationship with his clients, he says "Initially, clients do not care about the products we offer. They want to know that they can achieve their goals and dreams, their business will continue, their children and grandchildren will be provided for, and that their legacy will mean something." James spends a great deal of time in the initial meetings, focusing on creating the client's future. Once that connection is made, the client understands the value of Northwestern Mutual.

James is a fourth generation Austinite and has been married to Claire for 25 years. They have 3 children Michael 25, a graduate from the University of Alabama, Callie 22 & a graduate from Texas A&M University and Catherine 19 & a sophomore at the University of Missouri. Distinguished Military Graduate, Texas A&M University. 

 
Katie Himes

Katie Himes

Financial Advisor

Employee Benefits Specialist

 

Katie is a Financial Advisor and has served Northwestern Mutual’ s Austin/San Antonio network since 2016; however, Katie has been a part of the Northwestern Mutual family her entire life. She began her personal journey with Northwestern Mutual working alongside her two sisters for their father, who spent his entire 48-year career with Northwestern Mutual serving as an expert in Executive Benefits Planning. Katie’s brother also spent 18 years attracting and developing the firm’s top talent.

Katie grew up and went to college in Minnesota where she met and fell in love with her husband, Grant. They have a daughter, Charley and two fur babies that fill their life with joy and gratitude! In her free time, Katie enjoys yoga, cooking, and just about any activity that involves quality time with family and friends.

Katie’s past personal disability event and claim experience, along with several years working in human resources benefits and recruiting, and working with her father, gave Katie the passion and experience necessary to be an expert in executive and employee benefits planning.

 

 
Megan J Rutherford

Megan J Rutherford

Financial Advisor

Megan Rutherford is a Financial Advisor serving Austin, TX

Megan is a Financial Advisor with Northwestern Mutual Wealth Management Company.  She has held several positions in banking on the federal and state level while completing her Biology studies at The University of Texas in Austin.   In 2016, Megan realized that the deeper calling to serve others through education and wellness wasn’t completely satisfied via her science and business studies; so she set out to complete her advanced Yoga teacher certification while also becoming the first woman in the Austin Northwestern Mutual office to place 40 new business contract in 6 months and succinctly pass her 7 & 63 federal securities exams. Within a year of running her planning business, Megan moved into the field director role for Northwestern Mutual Austin and was awarded the Melanie Rychlik Superstar Award for recruiting and developing the newest representatives in 2019.  She believes that a dynamic financial plan is the foundation of living a healthy life. 

Megan’s passion to help families and women secure their financial future began when facing one of her greatest challenges early in her life, her best friend and father was diagnosed with Multiple Sclerosis when she was 18.  He passed away at the young age of 58, Megan was 24, leaving her in charge of distributing his estate by making financial decisions that she didn’t feel mentally or emotionally prepared to make.

Creating a path for women is also a key driver in Megan’s career, inspired by the hard-working examples set by her heroic mother blazing the way in corporate America as a project manager over hundreds of employees in a Fortune 100 company; and Jessica Salazar, Managing Partner for Northwestern Mutual Florida Georgia Line who has been an incredible mentor and friend since Megan started her journey with Northwestern Mutual in 2017.

 
Oscar Guajardo, MBA

Oscar Guajardo, MBA

Financial Representative

Financial Representative

 

Oscar Guajardo is a Financial Representative with Northwestern Mutual. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

Oscar holds an MBA Degree from the Thunderbird School of Global Management and has 27 years of experience in leading international companies in the areas of logistics and transportation. After watching his financial security grow as a client of Northwestern Mutual for over a decade, he decided to join the company and help others to plan a secure financial future for themselves.

 
 

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