Our Team

We have an elite team with over 20 years of combined experience. We value our relationships with clients and are here to help with your finanical planning needs.

If you need to schedule an appointment or request any other service, please let us know.

 
Erika Lea Lakey

Erika Lea Lakey, CLTC

Director of Operations and Client Service
Office 719-602-2040

Erika joined Northwestern Mutual in March of 2008. She is a graduate of the University of New Mexico with a bachelor's degree in Business Administration - Finance. She currently holds her Series 6 & 63 Licenses, her Life & Health License and her Certification in Long Term Care designation. Erika is an Associate Financial Advisor and is the team’s operations manager and insurance planning specialist.

Erika enjoys hiking in the summers, snowboarding in the winter and participating in Spartan races. She is an active volunteer year-round with the Colorado Springs Junior Achievement and Citizen Soldier Connection.

Please contact Erika for:

  • Scheduling a meeting
  • Insurance planning services
  • Any questions or concerns

 

 
Tiago Xingu Lima

Tiago Xingu Lima

Director of Investment Operations
Office 719-578-4026

Tiago X. Lima joined Northwestern Mutual in 2011. He is a graduate of The American University in Washington, D.C. and holds a Bachelors of Arts Degree in Law & Society. He currently holds his Series 7 and 66 Licenses in addition to his Life & Health. Tiago is an Associate Wealth Management Advisor and manages the investment platform of our balanced practice.

Tiago greatly enjoys the outdoors and loves spending his time hiking, running, skiing and doing the Manitou Incline. He is fond of traveling abroad, cooking and is avid reader, greatly enjoying the works of Michael Lewis, James Clavell & Malcom Gladwell in addition to many others. 

Please contact Tiago for:

  • Servicing of new and existing investment accounts
  • Investment planning services

 

 

 

 
Emily Carlson

Emily Carlson

Office 719-636-3844

Emily joined Northwestern Mutual September 2017. She is a student at the University of Colorado at Colorado Spring, studying for her major in Business Administration with a minor in Sports Management. She joined the team in September of 2017 and is our Marketing specialist.  Upon graduation Emily she hopes to pursue a career in sports after she graduates.  Besides traveling in her free time, Emily enjoys hiking, fishing and skiing. 

 

 

Mark P Anderson, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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