Douglas E Clifford, CLU®

Wealth Management Advisor

My Team

Doug Clifford and his staff takes customer service very seriously. They take pride in providing exceptional customer service. 

Doug's team comes from various backgrounds and provide a variety of skills. Together, they provide a well-rounded approach to customer service.

Review their biographies and the services they provide below.  We look forward to helping you and your friends build a secure financial future!

 
LaNee S Small

LaNee S Small

Office 916-218-4403
Mobile 530-681-8369
Fax 916-405-3858

LaNee Small has over 11 years experience as an Associate Financial Representative here at Northwestern Mutual.  She anticipates our clients' needs and exceeds their expectations.  At Northwestern Mutual, she provides unparalleled operational and administrative support by providing exceptional customer service for our clients with insurance and investment needs.

LaNee works closely with our clients, vendors, and account custodians to establish new accounts, coordinate account transfers, and initiate disbursements, implement insurance policies, and complete the underwriting process.  Her attention to detail ensures orders are processed efficiently and transactions remain in full-compliance.

Above all, LaNee understands the importance of maintaining long-term relationships and providing a world-class experience for our clients.  As an Associate Financial Representative, LaNee Small can help you with the following needs:

  1. Obtaining Quotes for Life and Disability Income Insurance
  2. Scheduling Insurance Exams
  3. Expediting Owner and Beneficiary Changes
  4. Processing Billing Changes and Facilitating Premium Payments
  5. Providing General Policy and Billing Information
  6. Implementing Policy Changes

LaNee has her A.S. degree in Business Administration.  She is currently enrolled at Sacramento State University where she is studying for her B.S. in Business with an emphasis in Financial Planning and Risk Management.   She holds a California State Insurance License for Life and Health.  LaNee, her husband Jeff, and their daughter Jordynn (age 8.5) enjoy spending time with friends and family, camping, and doing family activities. 

 
 

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