Management Team

 Andrew David Rubin

Andrew David Rubin, CLU®, ChFC®, CASL®, CLTC®, ChSNC®

Managing Director
Office 760-795-5233

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As a San Diego native, Andy grew up discovering his passion for helping people. He taught scuba diving off the coast of La Jolla throughout his college career, and learned early on how to have a balanced life between work and education.

After graduating with a Bachelor of Science in Business with a finance emphasis,  Andy moved to the Caribbean to follow his dream of teaching scuba diving in the tropics. In 2001, Andy moved back to San Diego, married his college sweetheart, and began his professional career with Northwestern Mutual.

Andy now serves as a Wealth Management Advisor to over 300 clients and is the Managing Director of the Carlsbad office. Andy also holds his CLU®, ChFC®, ChSNC, CLTC, CASL®, ChSNC.

 Jonathan Michael Rubin

Jonathan Michael Rubin, CLTC®, CFS

Field Director
Office 760-795-5252

My Networks: LinkedIn Facebook

Jon began his professional career as a personal trainer and operated over 30 health clubs in the San Diego area. In 2009, Jon began his career with Northwestern Mutual. Using self-discipline as the pre-cursor to both financial success and fitness success, Jon brings a very engaging approach to everyone he works with. In 2011, Jon became the Field Director for the Carlsbad office.

Jon currently resides in Cardiff with his fiance, Regin. He loves to surf, play golf, and workout.

 Kirk Bradford Stiewel

Kirk Bradford Stiewel, CLU®

Field Director
Office 619-234-3111

Originally, Kirk worked with Jon Rubin in operating over 30 different health clubs in north county, San Diego. In 2012, Kirk began his career with Northwestern Mutual. In his first six months Kirk achieved the Pacesetter 40 milestone - a nationally recognized award for the top 10 percentile of new representatives.

In 2013, Kirk became a College Unit Director. In this role, Kirk developed and mentored students in Northwestern Mutual's Top 10 Internship Program*. In 2015, Kirk transitioned to the Growth and Develpment Director, while also maintaining his role as a Financial Advisor. 

*According to Vault Guide to Top Internships, 2016

 David Balfour

David Balfour, RICP®, CFP®

Field Director
Office 760-795-5244

My Networks: LinkedIn Facebook

As a Financial Advisor and Field Director with Northwestern Mutual, David is dedicated to working closely with each of his clients to help them develop personalized financial plans. Inspired by his wife and 4 children, he is constantly reminded of the importance of a sound financial plan and preparation for the future. 

Through integrity, sincerity, and a passion for helping others, David and his team offer every client the same level of professionalism and commitment toward helping them achieve their unique goals and dreams.

 Kyle William Stits I

Kyle William Stits I

College Unit Director
Office 760-795-5250

Kyle Stits was born and raised in Encinitas, California. He attended San Dieguito High School, and then went on to study at California State University San Marcos where he graduated with a degree in Business Administration.

Kyle began his career at Northwestern Mutual in 2013 as an intern. His dedication to helping people obtain financial security led him to his decision to pursue a financial planning career full-time. Kyle is excited to be leading the unit that he began his career in and sharing with others his experience and knowledge of the business.

Outside of work, Kyle enjoys outdoor acitivities such as fishing and hiking. He also enjoys spending time with his family, friends, and black labrador, Jack.

 Carrie E Shadle

Carrie E Shadle

Director of Operations
Office 760-795-5260

In 2011, Carrie joined the Northwestern Mutual family as Office Manager and Sales Execution Team member for the Carlsbad office. Carrie served as the support team for all new financial representatives and interns. In 2015, Carrie became the Director of Operations.

Carrie and her family live in Temecula where they spend much of their free time supporting their son, Trevor, with his baseball career.

 Jinan Halim

Jinan Halim

Recruiting Coordinator
Office 619-230-8008

My Networks: LinkedIn

Born in Louisiana, Jinan and her family made the move to San Diego in 2011. She went on to pursue her education at California State University San Marcos where she received her Bachelors of Science degree in Business Administration with an emphasis in Management.

Jinan joined Northwestern Mutual Carlsbad in 2015 as a PR Intern where she helped coordinate Northwestern Mutual Carlsbad's first philanthropic golf tournament event in partnership with the Alex’s Lemonade Stand Foundation. The event helped raise money and awareness about childhood cancer and was a great success.

Shortly after graduating in May 2016, Jinan took on the role as a Sales Execution Team member where she helped financial representatives manage their practice. Her love for connecting with people led her to wanting to pursue her career in recruiting where she is now the recruiting coordinator.

Jinan lives in Carlsbad with her family and enjoys hiking, traveling, and going to the beach.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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