My Team

As a financial advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.


 
Natalie Claire Brunner

Natalie Claire Brunner

Associate Financial Representative
Office 816-412-1539

 

Natalie joined Esslinger Financial in the fall of 2016 as an Associate Financial Representative. She currently holds her life and health insurance licenses, and her Series 6 and 63 FINRA registrations. As operations manager she is responsible for a wide variety of client service, financial planning and investment management services.

 

With her background in business management and well rounded knowledge in the financial services sector makes her a great asset to the team. She brings and eye for detail and an organizational approach to Esslinger Financial. She believes in the ability of her team to educate and help clients reach their financial goals.

 

Natalie grew up in the Kansas City area and still resides there with her 8 year old daughter, Aurelia, dog and 3 cats. She is passionate about serving her community and is a Council Member to the Holy Cross School Advisory Council and actively volunteers with the Ronald McDonald House charity. Outside of work she enjoys fishing, reading, crafting and traveling.

 

 
Zachary Isaac Perrett

Zachary Isaac Perrett

Office 913-362-5000

Zachary began his career with Northwestern Mutual in 2021. He started as a Financial Planning Consultant in the Leawood office. Prior to his current role, Zachary worked as a Senior Trading Specialist with TD Ameritrade in Omaha, Nebraska.

Zachary currently holds his FINRA series 6, 63, 3, and 34 licensing. He earned a Bachelor of Arts degree in History from the University of Nebraska-Lincoln and a Bachelors degree in Business from Bellevue University. He is passionate about market research, financial planning and analysis.

 
Jason Samimi

Jason Samimi, CFP®, CLU®

Office 913-362-5000

Jason joined the Integrated Financial Planning team in 2018 as a Financial Planning Consultant. He graduated locally from UMKC's Bloch School of Management with a Bachelor's degree in Finance prior to earning the CFP© desingation in 2020. 

He excels in building relationships with advisors to help them grow their book of business through comprehensive financial planning. Jason also provides Network Office PX training updates and individual consultations. As a team, he leads the department to helping teach and implement efficient investment portfolio creation and management for advisors. 

 
Ariel Boehringer

Ariel Boehringer

Office 913-362-5000

Ariel began her career with  Northwestern Mutual in 2016. She started as the IFP Assistant Operations Manager in the Leawood Office. Prior to her current role, Ariel worked as the Sales Execution Team Director in Sacramento, California.

Ariel currently holds her FINRA series 6 and 63 licensing. She earned her Bachelor of Arts degree in Psychology with a counseling concentration from Azusa Pacific University. She is passionate about equipping individuals with tools and resources to achieve their personal, financial, and professional goals. 

 
Esslinger Financial

Chad Esslinger, CFP®, CLU®, ChFC®, RICP®, AEP®
Wealth Management Advisor


Esslinger Financial

 

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