Tyler Terry
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Office: 949-863-5805

1500 Quail St Ste 600
Newport Beach, CA 92660-2738

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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 have any questions or concerns please do not hesitate to give us a call and we will be glad to assist you in any manner.

Ersula M Martell
Operations Manager
(949) 863-5843

Customer service is her number one goal as an Operations Manager for Tyler. She has been with Northwestern Mutual since 1999. Ersula is a licensed Associate Financial Representative and qualified to answer all questions regarding insurance issues. She is also licensed to service Tyler's investment clients.

Ersula M Martell

Michael John Koehler
Associate Financial Representative
michael.koehler@nmfn.com
(949) 863-5884

 

Michael Koehler joined Tyler's team as an Associate Financial Advisor and will play a vital role in helping clients protect, maintain and manage assets. Michael will serve as the primary contact for investment client services and is responsible for portfolio analysis and maintenance. Michael received an MBA from California State University, Long Beach in 2007 with an emphasis in finance and has degrees in Political Science and Sociology from the University of California, Irvine. Michael joined The Waltos Group in 2005 and currently holds his Series 6, 7, 9, 10, 63, and 65 licenses.

Michael John Koehler