Team Members

Team photo

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.


 
Gregory W Bumstead

Gregory W Bumstead

Associate Wealth Management Advisor
Office 213-243-7190

Greg brings over 8 years of experience in the financial services industry to his role. As Associate Wealth Management Advisor, he is responsible for all investment management services our team provides. He also assists with the creation and implementation of financial plans. A strategic thinker, Greg brings honed analytical skills that contribute immensely to our team’s success.

Greg graduated from the University of Southern California (USC) with a degree in Business Administration. He began his career at Northwestern Mutual as an intern in 2011 where he gained the knowledge and experience necessary to provide clients with the best attention and service. Greg holds his Series 6 and 63 securities licenses, his General Securities License and has his California Life, Health and Variable Insurance Licenses. He is also a CERTIFIED FINANCIAL PLANNER (CFP®).

Greg was born and raised in Southern California. He is a scratch golfer and loves attending USC football games. He’s a fan of the Anaheim Ducks and plays in a fantasy football league every year. In his free time, he enjoys riding dirt bikes and off-roading.

CA License: 0H44834

 
Kaelynn Marie Faustinos

Kaelynn Marie Faustinos

Director of Operations and Client Service
Office 213-243-7167

Kaelynn joined our team in 2018 to provide administrative support and to assist with client service outreach and strategy. She serves as a touchpoint for clients and is a crucial member of the team.

Kaelynn attended California State University, Northridge where she earned her Bachelor of Science in Public Health CEPH Accreditation with a focus on biology. She currently holds her California Life, Health and Variable Insurance License. She loves connecting with new people and brings a breadth of skills and experience to her role in client services.

A native Angeleno, Kaelynn loves Los Angeles for the learning opportunities and bustling atmosphere. She enjoys swimming in her free time and often volunteers for foundations that focus on health education for women.

 
Mayra Ortiz

Mayra Ortiz

Marketing Director
Office 213-243-7156

Mayra oversees daily operations and client scheduling, social media and branding strategies, client appreciation and outreach, and client events. She prides herself on providing excellent service by maintaining close contact with clients and working tirelessly to ensure that their needs are met. Mayra brings extensive knowledge and experience to the team, having worked in the financial services industry since 2004 in licensing and contracting, policy services, and new business generation. Mayra holds her California Life, Health and Variable Insurance License.

Born and raised in Los Angeles, Mayra enjoys hiking, kickboxing, and exploring the city with her husband and children. According to her family, Mayra is always the life of the party, and she brings this same joy and energy to her role on the team. 

 
Vicki Bauer

Vicki Bauer, CFP®, RICP®

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

Director of Marketing
Office 213-243-7046

With over a decade of expertise in marketing and business development, Jessica serves as a key member of David Clausen's 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.

 

David M Clausen, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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