Mark W Lupton

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Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Alissa Adams
Administrative Assistant
Alissa.Adams@nmfn.com
509.459.9121

Alissa graduated from Whitworth University in 2007 and joined Northwestern Mutual in March of 2011.

 

How Alissa can help you:

  • Schedule appointments
  • Update client information
  • Provide general policy and billing information
  • Process changes to your billing methods



Colleen Herron
Associate Wealth Management Advisor
Colleen.Herron@nmfn.com
509.459.9121

Colleen is a graduate of Whitworth University with a Master’s Degree in Higher Education.  After a 15 year teaching career she came to the Northwestern Mutual and worked in the Network Office Investment Operations Dept.  She joined Mark’s team as an Associate Wealth Management Advisor in 2010.

 

How Colleen can help you:

  • Investment operations
  • Annuity operations
  • Group Disability operations

Colleen  Herron

Crystal D Laush
Investment Assistant
Crystal.Laush@nmfn.com
509.459.9121

Crystaljoined Northwestern Mutual in October of 2007 as an investment assistant. She attended Spokane Falls Community College and the University of North Dakota. Crystal is responsible for investment new business. 

 

How Crystal can help you:

  • Open new investment accounts
  • Process transfer/rollover requests
  • Create Signature Proposals
  • Create Asset Allocation Reports



Laura D Heath
Associate Financial Representative
Laura.Heath@nmfn.com
509.459.9121

A graduate of Eastern Washington University, Laura joined Mark’s team in September of 2010. Laura is an Associate Financial Representative and has her Washington Life and Disability Insurance License.

 

How Laura can help you:

  • Expedite policy owner requests
  • Provide general policy and billing information
  • Supply quotes for life, disability and long term care insurance
  • Schedule insurance exams
  • Provide policy values