David J Eisenhauer, CFP®, CLU®, CPA

Wealth Management Advisor

Team Members

 
Anthony Paul Ivancich

Anthony Paul Ivancich, CFP®, ChFC®, CLU®

Associate Wealth Management Advisor
Office 925-296-5177

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 in March 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

Client Relations Manager
Office 925-296-5179

Chloe began her career at Northwestern Mutual in Walnut Creek in 2017 and holds her California Life and Health licence. She assists the team with scheduling, client services and experience, and insurance operations.

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.

She currently resides in Boulder, Colorado and enjoys hiking, snowboarding, spending time with her family and friends, and trying new food in her free time.

 
Daniel Thomas Goodman

Daniel Thomas Goodman, MBA

Director of Planning and Logistics
Office 925-296-5168

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

Teri graduated from Sonoma State with a bachelor's Degree in psychology. She was a four-year collegiate athlete as part of the women's track & field team and was Academic All-American in 2006 and Academic All-Conference 2006-2007.

Teri began her career at Northwestern Mutual in 2009 as Director of Recruiting and joined the Eisenhauer team in 2012. Teri is the office manager and is responsible for office administration, office procedures and helps with team growth by managing the hiring process.

Teri resides in Danville with her husband David (married in 2007), daughter Ellie (2011), son Greydon (2013), and son Kason (2016). In her free time, she enjoys spending time with her family and friends, cooking, and doing yoga.


 
Elyse R Bettelli

Elyse R Bettelli

Workflow Manager
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.

 
Mario Adrian Ruiz

Mario Adrian Ruiz

Office 925-296-5171

Mario Ruiz graduated from San Francisco State University with a B.S. in Business Administration, concentration in Corporate Finance and Financial Services.

 

Prior to joining the Eisenhauer team, Mario has spent the last 9 years of his career working as a merchandise planning professional for various retail companies. As a demand planner, Mario was in charge of optimizing inventory to minimize cost and maximize efficiency. Mario joined the Eisenhauer team to help optimize our client's investment experience.

 

Mario was born and raised in Sonoma County and currently lives in Penngrove with his wife Jennifer. He is also an avid Cyclist, Runner, and Swimmer and enjoys competing in Triathlons and Running events all year round.  

 
 

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