Jonathan Aires, CLU®, CFP®

Financial Advisor

My Team


A financial plan is useless without a great team to make sure everything is implemented properly. I have built a knowledgeable, experienced, and dedicated team to make sure our clients have the best experience possible.

 

 
Gillian R Halberg

Gillian R Halberg

Associate Financial Representative
Office 858-350-3520

Gillian Halberg has extensive experience in the financial services industry, having worked in the space since 2009.  Prior to joining Jonathan’s team, she helped run client services at a boutique insurance firm in Los Angeles.  After she transitioned back to San Diego to be closer to friends and family, she worked with an established insurance brokerage in San Diego. 

Gillian oversees all internal operations of the business which includes client servicing, preparation, implementation, and facilitation of all financial planning.  Working with Jonathan, she helps ensure that clients are getting the level of service and attention they deserve. 

Gillian holds a California State Insurance license for Life & Health.  She grew up in La Jolla, CA and is a 2004 graduate of Francis W. Parker and a 2008 graduate of The University of Arizona. 

Please contact Gillian for any assistance.

 
 

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