Team
Allison Werner
Client Operations Associate
Allison brings a year of experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco. Allison...
Brian Acard, AAMS®
Financial Advisor/Research Associate
Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate.
Cathey Le Hudson
COO & Relationship Management
Cathey brings more than 18 yrs of experience in Client Relationship and Account Management; over 12 years specifically in the retirement plan industry.
Ian W. Lund, CPFA®
Client Relationship Manager
Ian brings more than eight years of private wealth management, investment guidance and relationship management experience. As a Client Relationship Manager, Ian consults and ensures Plan Sponsors' fiduciary needs are met through...
Marte Werner, AIF®, CPFA®
Principal
Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients.
Nadim Joseph Nahas, AIF®
Principal, Portfolio Manager
Nadim is one of the founders of NWK Group, Inc. He leads the investment and research process and serves as portfolio manager for private wealth and institutional clients.