Staff

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

 
Alicia A Fuschak

Alicia A Fuschak, CFP®, CLU®, ChFC®

Director of Planning Services
Office 210-446-5755
 
Alicia holds San Antonio as her hometown after following her father's Air Force career as a child. She graduated with Summa Cum Laude honors from the University of Texas at San Antonio with a Bachelor’s of Business Administration in Finance. Alicia began her career at Northwestern Mutual in 2009 and joined Eric’s team as the Director of Planning Services in 2015. Her primary focus is collaborating with Eric to develop and implement meaningful financial plans for their clients. She is responsible for helping client's put their plans into action as well as providing excellent customer service to existing and prospective clients. She strives to excel in being a life learner and adding value to people's lives through planning. Alicia holds her Series 6, 63 and 7 securities licenses and life, accident and health insurance license. She resides in Boerne with her husband Brandon and two sons, Camden and Conley.

Contact Alicia For:

  • Financial Plan Design & Implementation Questions

  • Trade Desk

  • Investment Account Servicing

  • Online Access & Technology

 
Lindsey P Tablizo

Lindsey P Tablizo

Client Service Manager
Office 210-446-5752

Lindsey has been apart of the team since the beginning of 2016 as our Client Service Manager. She acts as our initial contact for clients regarding any account or insurance inquiries, processing or servicing. Lindsey has been in customer service for over 7 years and is fully licensed in Life, Long-Term Care and Disability Income Insurance in addition to holding her Series 6 and 63 Security Licenses. 

Contact Lindsey For:

  • Insurance Underwriting Questions

  • Servicing Insurance Policies

  • New Investment Account Processing

  • Billing Questions

  • Update Contact Information

 
Brooks Orton

Brooks Orton

Associate Wealth Management Advisor
Office 210-446-5751

Brooks joined our team after years of experience in the coaching world as a Personal Trainer and a Group Training Coordinator at Lifetime Fitness. He earned his bachelor degree from St. Mary's University after receiving a baseball athletic scholarship and the Buddy Meyer scholarship for standing out, on and off the field. Brooks continues his dedication to self-improvement, education and coaching others in working with our team to help clients plan for their goals and act towards their goals. He also serves as a face of our firm through representation with the Bexar County Medical Society, Nueces County Medical Society and other physician and dental associations we support. Brooks is currently pursuing his licensing and Chartered Financial Consultant (ChFC®) designation.

Contact Brooks For:

  • Client Reviews

  • Qualified Plan Education & Servicing

  • Business Development Opportunities

  • Community Outreach and Events

 
Tia C Kala

Tia C Kala

Special Events Coordinator

Tia teamed up with her husband, Eric, in June of 2010. She received her Bachelor’s degree from the University of Texas at San Antonio in 2010. Tia has experience in nearly all areas of the practice in her past role as an Associate Wealth Management Advisor. Her role has now developed into the Special Events Coordinator and contributes to team development.  Tia also serves as a back-up for client servicing as she is fully licensed in Life, Disability Income Insurance, Long Term Care and is also a registered Representative of Northwestern Mutual Investment Services, LLC (NMIS).  Tia enjoys traveling, spending time with Eric and their daughters McKenna and Kinsley and volunteering for various organizations.

 

Eric Ilmari Kala, CFP®, CIMA®, AEP®, CLU®, CRPS
Wealth Management Advisor


Avid Wealth Partners

 

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