Staff

I take customer service very seriously. So does my staff. 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.

 

Sarah Z Fleming

Director of Operations and Client Service
Office 206-777-3439

Sarah is the Director of Operations and Client Service for Dan Rosales.  She has extensive knowledge with our insurance products and can assist with questions regarding accounts, current values, policy updates, and other customer service needs. Sarah is a native Seattleite and attended Seattle University’s 2-year honors program before graduating from Spring Hill College in Mobile, AL.   She is married to Mike and they have three kids - Tess, Will and Mac – and a dog, Buster, who demands more of her attention than her kids.  In her free time, Sarah is often found behind the wheel as chauffeur to her kids, wondering if she should charge them a fee for the service.  When not chauffeuring, she enjoys the typical activities of any native of the Pacific Northwest – running, hiking, lake-time, reading, and spending time (not in the car) with her family.

 

Dana R Atkinson

Dana is an Investment Operations Associate for Dan Rosales and assists the team by handling investment logistics and operations. In addition to her BA in Finance, she’s also Series 7 and Series 66 licensed. Dana spent most of her pre-professional life working in the restaurant industry, and still finds passion working within a team, and servicing clients to help make their customer experience as exceptional as possible. In her free time, she can be found at the lake with her dogs or pursuing her mission to find the best happy hour in Seattle.

 

Dan Rosales, CLTC®

Financial Representative

 

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