Strategic Financial Group

 

Bob Kerrigan, CLU, ChFC
Managing Partner
Bob Kerrigan

For over 40 years, the Financial Representatives of Strategic Financial Group have been providing quality products and services to the Los Angeles area, including Irvine. At Strategic Financial Group, we provide our clients with financial guidance and world-class products and services that help families and businesses obtain financial security and success.

Strategic Financial Group has 107 Financial Representatives, many of whom consistently rank in the “Top 10 Financial Representatives” category. In 2004, five out of the “Top 10 Financial Representatives” for the Western Region were part of Strategic Financial Group, and in 2004 Strategic Financial Group was the top Network Office in the Western Region.

Bob Kerrigan is the Managing Partner of Strategic Financial Group of Los Angeles. Bob started his career as a Financial Representative in 1979. The Network Office has been active since 1961.



Shawn C Mackey, CLU, ChFC
Managing Director
Shawn C Mackey

Shawn Mackey, Managing Director of the Strategic Financial Group, has been providing financial solutions for over 18 years. Shawn started with Northwestern Mutual in 1987 as a Financial Representative in Chicago. In 1991, Shawn joined Strategic Financial Group and in 1996 he became its Managing Director. Under his leadership, the Strategic Financial Group has led all District Network Offices nationally numerous times.

Shawn graduated with a bachelor of arts degree in economics from the University of North Carolina-Charlotte and later continued his education to earn his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations.

Supporting the community in which we live is important to Shawn. Shawn has been helping the economic development of the Southern California community through his participation as Executive Committee Board Member for the Los Angeles Economic Development Corporation. He is also a member of GAMA, the American Association of Advanced Life Underwriters and NAIFA.

Shawn resides in Pasadena with his wife and four children. He is active in his children’s schools and coaches soccer for AYSO Region 214.


Randy Riley, CLU, ChFCRandy Riley, CLU, ChFC
Managing Director

Randy Riley has been with Northwestern Mutual since 1980.  Randy has been a leading financial representative in Denver, Colorado, a District Agent in Boulder, Colorado and a Managing Partner in Hartford, Connecticut.  Randy has a Bachelor of Liberal Arts from the University of Iowa and a MBA from the University of Denver.

Randy will be on the senior management team as a Managing Director with Strategic Financial Group.  His role will include recruiting, training and management in both the Los Angeles and Irvine offices. Additionally, Randy will be involved in strategic planning and training Financial Advisors in the areas of planning, implementing and reviewing benefit plans.  Randy is especially adept at working with high net worth business owners and personal clients.


Jeffery Clemons, CFP®, CLU, ChFCJeffery Clemons, CFP®, CLU, ChFC
Managing Director



Jeffery Clemons, Managing Director of The Las Vegas Network Office of the Northwestern Mutual Financial Network, began his career with Northwestern Mutual as a college intern in January 1990. By May of 1992, Jeff ranked 3rd among the company’s prestigious College Top Ten. Upon entering the career full-time, Jeff Clemons went on to qualify for New Agent Bronze, Silver and Gold awards in 1993, 1994 and 1995, respectively.


In 1995, Jeffery was awarded New Financial Representative of the Year award and also became a Field Director, joining the ranks of management. In April of 1996, Jeff Clemons was given additional responsibility for the office investment program. In 1997, 1998, 1999 and 2000, he led all Field Directors within his category in total production in both a Financial Representative’s year and regional competition. He has been a qualifying member of the Million Dollar Round Table since 1999.


Jeff was named Agency Director of the Northwestern Mutual Financial Network - Las Vegas on July 1st, 2002. Most recently, he was named Managing Director on May 1, 2006.


Supporting the community of Las Vegas, Jeffery Clemons is a member of the UNLV Foundation and is on the Executive Advisory Board of the UNLV College of Business.


Thomas Stewart, CLU, ChFCThomas Stewart
Managing Director



Tom began his career with Northwestern Mutual Financial Network in 1992 after graduating from Marist College with a B.S. degree in Business Administration. He quickly set out and built a successful financial security practice while completing his MBA from the State University of New York. He quickly became a leading Financial Representative in the Albany, New York office of Northwestern Mutual Financial Network.

Tom discovered that he had an interest in pursuing a leadership role within the Network system and was appointed as the Assistant Managing partner in Albany, New York. While in that capacity he helped build a development system that led to tier leading results for his newer Financial Representatives. While in Albany, Tom was able to build a top 20 field unit.

In 1999 Tom accepted an appointment to Managing Partner of the Buffalo, New York Network Office. While there he and his team doubled the production base in that office. He was a multiple year recipient of Northwestern Mutual’s Growth Award and built the organization to a GAMA Gold Agency. During Tom’s tenure in Buffalo, New York, he was an active board member of the American Red Cross and The Kevin Guest House and was also recognized as Volunteer of the Year for The March of Dimes Buffalo chapter.

As part of a planned expansion project, Tom accepted the position of Managing Director for the Downtown Los Angeles Office of the Strategic Financial Group in 2006. As part of the Senior Management team, Tom offers his years of expertise to his new city and is focused on continuing to build upon the organization.

Tom has earned the Chartered Life Underwrite (CLU) and Chatered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania.

Tom and his wife Robin are the proud parents of a son and daughter and live in Los Angeles, California.

 

Los Angeles Office
515 S Flower St
33rd Floor
Los Angeles, CA 90071
get a map

Irvine Office
18191 Von Karman Ave., Ste. 100
Irvine, CA  92612
get a map


Las Vegas Office

3773 Howard Hughes Pkwy
Ste. 100S
Las Vegas, NV 89109

get a map
 

 

 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert Henry Kerrigan Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 515 S Flower St Fl 33, Los Angeles, CA, 90071, (213) 243-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and Strategic Financial Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Robert Henry Kerrigan Jr, General Agent, Strategic Financial Group has Financial Representatives that are primarily licensed in California.

 
   
 

Los Angeles Office
515 S Flower St
33rd Floor
Los Angeles, CA 90071
GET A MAP
Office: (213)-243-7000
Email This Office
Robert Kerrigan, CLU, ChFC
CA #0754557


Irvine Office

18191 Von Karman Ave.
Ste. 100
Irvine, CA  92612
GET A MAP
Office: (949) 622-7200
Email This Office
Shawn C. Mackey, CLU, ChFC,
CA #0829957


Las Vegas Office
3773 Howard Hughes Pkwy Ste. 100S
Las Vegas, NV 89109
GET A MAP
Office: (702) 734-4000
Email This Office
Jeffery Clemons, CFP®,CLU, ChFC
CA #0C02927


 
 

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