My Team

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

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

 

Melina Gomez

Director of Operations
Office 619-230-8001
Fax 619-687-0502

Melina is a native San Diegan and has 16 years of industry experience.  She began working alongside Scott in 2007.  As Director of Operations and Associate Financial Advisor, Melina is repsonsible for the overall management of Scott's practice. She holds FINRA Series 6 and Series 63 Securities Licenses, as well as a California State Insurance License for Life, Health, Disability and Long-Term Care. 

Melina is responsible for all aspects of the practice and works with everyone to ensure that all of our client's goals are achieved. She is bilingual and able to assist our Spanish speaking clients. 

 

 

Erica LaMountain

Associate Wealth Management Advisor
Office 619-230-8013

Erica is a native San Diegan and has 10 years of industry experience.  She holds a Master's Degree in Financial and Tax Planning from San Diego State University. Erica also has an Executive Financial Planning Certificate and is a licensed Notary Public for clients.  

Erica is responsible for the invesment operations and management of Scott's Investment Practice.  She holds FINRA Series 7, Series 66, Series 6, Series 63, and Series 26 Securities Licenses, as well as a California State Insurance License for Life, Health, Disability, and Long-Term Care. 

 

T Scott Dudley, AWMA®

Wealth Management Advisor

 

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