Staff
As an Estate and Business Planning Specialist for The Middleton Financial Group, Gerry Maurer is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. He doesn´t do it alone. Here you will find a listing of the people who help make it happen.
Together, they stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
My Colleague:
Julie Green, CLU
Financial Advisor
(206) 777-3445
Julie Green and Gerry Maurer have been colleagues for over 12 years. While they maintain separate practices, they work as a team to take care of clients’ families and businesses. Julie has been with the Northwestern Mutual Financial Network since 1989. Julie’s practice focuses on helping to meet the needs of business owners and professionals through developing financial and wealth management solutions. She works closely with clients and their other advisors in developing financial accumulation, security and transition solutions.
In her free time, Julie enjoys spending time with friend and friends and loves cooking! She is an avid sports fan and supporter of her alma mater
Gonzaga University--go Zags! Julie is an active member of the Seattle community, both professional and personally.
- Former Chair for the 54th Annual Estate Planning Seminar and Board Member of the Estate Planning Council of Seattle.
- Member of the Women Presidents' Organization, a national organization for women entrepreneurs.
- Active volunteer in both Sacred Heart Catholic Church and Sacred Heart School in Bellevue.
- Volunteer and supporter of the Childcare Resources Organization.
Her Staff:
206-777-3462
Lewis Race
Associate Wealth Management Advisor
206-777-3511
My Staff:
Amy I Weideman
Operations Manager
amy.weideman@nmfn.com
(206) 777-3463
Amy has been with Northwestern Mutual since 2002 and joined our team in 2008. Prior to working with the Maurer team, Amy worked for the former Managing Director of The Tacoma Financial Group in which she held several key roles as an Associate Financial Representative. Amy was recently chosen to serve as a committee member of the Field Staff Advisory Team for Northwestern Mutual. Along with directing the flow of business, Amy facilitates our insurance service operations, underwriting, presentations, and client service. She is also responsible for office operations, scheduling appointments, bookkeeping and marketing. Amy holds her Washington Life & Health Insurance License.
In her free time, Amy enjoys spending time with her husband Rob and running after her son Asher. She is passionate about spending time with her family, traveling, event planning, and baking for her friends and neighbors.
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Cody Cenon Ortiz
Associate Financial Representative
cody.ortiz@nmfn.com
(206) 777-3433
Cody joined our team in 2008 after earning his Bachelor’s degree in Communications from the University of Nebraska Omaha. Cody’s primary focus is assisting Gerry with case preparation, analysis, customer service questions and requests, and general policy and billing information. Cody holds a Washington State insurance license for Life, Health Insurance. He is an Associate Financial Representative.
In his free time, Cody enjoys spending time with family and friends and is an avid sports enthusiast.
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As representatives of the Northwestern Mutual Financial Network, 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 the Northwestern Mutual Financial Network 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.
