Staff
Erika Lakey
Associate Financial Representative
erika.lakey@nmfn.com
(505) 872-7822
Erika has been a member of the team since March of 2008. She is a graduate from the University of New Mexico receiving her Bachelors in Business Administration with a concentration in Finance. She plans to continue on at the University to obtain her Masters in Business Adminstration.
Erika provides clients with the quality customer service they expect from Bill. If you have any questions or need to meet with Bill, Erika will be glad to assist you.
As a member of the team, Erika does the following:
Office administration
Schedules and Confirms appointments
Client Servicing:
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Updates client information
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Provides policy values
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Expedites owner/beneficiary changes
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Processes changes to your billing methods
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Provides general policy and billing information
Client Processing:
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Expedites the underwriting and policy approval process for all life and disability insurance applications
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Keeps you updated throughout the underwriting process Marketing, planning and client appreciation events
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Assists with Personal Planning Analysis
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As representatives of Northwestern Mutual, Estate Strategies Group Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Estate Strategies Group, a division of Northwestern Mutual Wealth Management Company. Estate Strategies Group Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutual in order to support Estate Strategies Group Advisors but may not represent all companies. As a team, Estate Strategies Group Advisors and their staff are committed to helping clients achieve financial security.
