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Staff

When you became a client of Curtis Estes, you entrusted him to help you accomplish your goals. Curtis leads his staff in support of this commitment. Curtis and his team never forget that customer service is the key to helping make their clients’ dreams come true.

Michael Lynch Associate Financial Advisor michael.lynch@nmfn.com (213) 243-7024

Nathan Panameno Marketing Coordinator nathan.panameno@nmfn.com (213) 243-7040

Samantha Lipton Associate Financial Representative samantha.lipton@nmfn.com (213) 243-4449 Samantha ("Sam") joined Northwestern Mutual Financial Network in January of 2007 after spending 13 years in sales, financial and music industry. A graduate of University of New Haven and a degree from Institute of Audio Research, Sam joined Curtis' team November 2010 moving from NYC to the L.A. area as his Operations Manager, being the forefront of office relations. Sam is also licensed in life and health insurance. How can Sam help you? Expedite policy owner requests Update Client Information Welcome Referrals Application questions Provide policy values Schedule insurance exams Expedite owner / beneficiary changes Facilitate premium payments Provide general policy and billing information Process changes to your billing method

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Curtis R Estes is an Insurance 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), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 515 S Flower St Fl 33, Los Angeles, CA 90071-2201, 213-243-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual - Los Angeles are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance 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 and their staff 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.

Curtis R Estes is primarily licensed in California and may be licensed in other states.

CA License: #0826511

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Curtis Estes, CFP®, CLU®, ChFC®

Financial Advisor

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