My Team

My team and I are committed to delivering customized financial plans and disciplined investment management to all clients. We understand how important your financial future is and we want to help you achieve financial security. By providing exceptional service and accessibility, we are able to help you achieve your goals.


Please contact us for your needs. We would love to work with you!

 

 
Lauren L Waltz

Lauren L Waltz, CLU®

Associate Wealth Management Advisor
Office 904-356-5155

Lauren joined my team in January of 2014 and has been working at Northwestern Mutual since 2012. She is a graduate of Valdosta State University where she obtained her Bachelor’s degree with a double major in Finance and Business Management.  She holds FINRA Series 6, 7, and 63 securities licenses, as well as her 2-15 Life, Health, and Annuity License. She is also a Certified Life Underwriter.

Lauren assists with many client financial planning needs, including service requests for existing investment accounts and insurance policies.  She is responsible for preparing all financial plans and other performance reporting.  She also assist in the opening new investment accounts and field underwriting of insurance policies.

When not at work, Lauren enjoys spending time with her husband, family, and friends. They enjoy traveling, the beach, and staying active.

 
Joy Bueno Ortiz

Joy Bueno Ortiz

Associate Financial Representative
Office 904-356-5155

Joy joined my team in August 2017. She graduated with her Master’s degree in Communications from the University of Florida in 2015 and comes to my team with experience in marketing, communications, and customer service and relations.  She holds her 2-15 license in Life, Health, and Disability Insurance.

Currently, Joy assists with various office needs, including scheduling appointments, helping with client inquiries and requests, and handling social media profiles.

When not at work, Joy enjoys spending time with her husband, son, and 2 dogs. They enjoy traveling to Disney, staying active, and trying new foods and restaurants.

 

Paul C Richards

Wealth Management Advisor

 

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