David J Eisenhauer, CFP®, CLU®, CPA

Wealth Management Advisor

Team Members

 


Peter Tabet, CLU®, ChFC®, AEP®, MBA

Financial Advisor

Peter earned an undergraduate degree in English from Lehigh University and a master's degree in African Studies from the University of California at Los Angeles. He continued his education by earning an MBA in Finance from The Wharton School at the University of Pennsylvania. Peter currently holds the designations of CLU®, ChFC®, and AEP®. Peter has been honored by his peers with many industry awards, including the National Quality Award and the National Sales Achievement Award. He is a Qualifying and Life member of the Million Dollar Round Table. As a member of the Marin Estate Planning Council, Peter is recognized as one of the Bay Area's top insurance professionals. Prior to his career in financial services, Peter taught as a Peace Corps Volunteer in Nigeria and served as a Peace Corps Country Director in both Cameroon and the Central African Republic. Peter has a long and active history in civic and educational organizations; he is the Past President of the Board of Directors of Senior Access. Peter and his wife, Irene, live in Mill Valley.

 
Anthony Paul Ivancich

Anthony Paul Ivancich, CLTC

Anthony started at Northwestern Mutual in 2011 after graduating from Sonoma State with a B.S. in Finance. Before joining the Eisenhauer Team, Anthony was an advisor at Northwestern Mutual from 2011-2015. As an advisor Anthony lead the Pleasanton office in new clients in 2014, received the R.G McKenney Award in 2014, qualified for pacesetter 2011-2014, and core coalition in 2013. As well as being an Advisor Anthony was part of the leadership team as a College Unit Director in both the Pleasanton and Walnut Creek offices at Northwestern Mutual. As a college Unit director Anthony coached a team of 8-10 interns and in 2014 he led the top college unit in the San Francisco Bay Area. Anthony holds his California Life and Health licence, 6, 63, 65, 7, ChFC, CLU, and CLTC. He and his wife, Katelyn, live in Concord and were blessed to welcome their first child (Royce) into the world on 3/4/2018. When Anthony is not working, he enjoys golfing, skiing/snowboarding, getting involved at his church (Clayton Valley), and helping with the neighborhood church food distribution in Castro Valley.

 
Chloe Welch

Chloe Welch

Workflow Manager
Office 925-296-5171

Before moving back to the Bay Area, Chloe obtained her Bachelor's Degree in Communication and a Certificate in Interactive Marketing and eCommerce from Southern Oregon University in Ashland, Oregon. She was a four-year collegiate athlete as part of the women's soccer team while she attended. After graduating in 2016, Chloe moved to Florida to complete the Disney College Program Internship at Walt Disney World.

Chloe began her career at Northwestern Mutual in 2017 and holds her California Life and Health licence. She assists the team with scheduling, client services and experience, and office administration. In her free time she enjoys snowboarding, mountain biking, exploring new cities, and trying new food.

 
Daniel Thomas Goodman

Daniel Thomas Goodman, MBA

Director of Planning and Logistics

Daniel grew up in Santa Fe, New Mexico and moved to California after graduation. He received his BA in Economics with honors and a minor in Humanities from San Jose State University. Daniel attanded Santa Clara University where he earned his MBA in Quantitative Decision Methods and Investment Management. Prior to joinging the Eisenhauer Team as the Director of Planning and Logistics he spent 10 years in corporate finance and planning. He was also the founder of the Good Brewer in Livermore, a home brew and wine making store. Daniel currently lives in Livermore with his two daughters, Jessica (2007) and Rebecca (2004). He spends his free time volunteering at his church and cooking and grilling with his youngest daughter Jessica.

 
Teri R Eisenhauer

Teri R Eisenhauer

Office Manager
Office 925-296-5171
 

Elyse R Bettelli

Office 925-296-5171

Elyse was born in Los Angeles, California. She graduated from the University of California Santa Barbara with a BA in Communications.

Prior to joining the Eisenhauer team Elyse spent 5 years with the top producing Bank of America Home Loans Group in Beverly Hills, California. Elyse brings the same team driven formula to Northwestern Mutual where she pursues her passion of working with families toward their financial success. In her free time, Elyse enjoys traveling to warmer climates, hiking, discovering new restaurants, spending quality time with friends and love ones, and participates in a yearly Tough Mudder obstacle course.

 
Ryan King

Ryan King

Financial Representative Intern
 
 

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