Meet My Team

My team and I take customer service very seriously. 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.

 
Mark K. Leong

Mark K. Leong, CFP®, ChFC®, CLU®

Financial Advisor
Office 808-566-5359
 
Sydney Vo

Sydney Vo

Office Manager
Office 808-566-5373

Sydney graduated from the University of Hawai’I in Spring 2016. She studied finance and took the specialized Certified Financial Planning track.  Sydney was born and raised in San Jose, California and moved to Hawai’i to attend college in 2012. She started her career path in finance in 2016 as an intern for Northwestern Mutual. In her free time, Sydney likes to spend quality time with her friends and family and give back to the community.

 

Alison S Ackley

Marketing Assistant
 
Haley Madison Palmer

Haley Madison Palmer

Director of Financial Planning
Office 808-566-5324

Haley is originally from Southern Oregon and moved to Oahu in 2015 to attend the University of Hawai?i at Manoa. Haley Graduated from UH’s Shidler College of Business in May 2019 with a double major in Finance and International Business. She began working with Northwestern Mutual in administration while finishing her degree, before moving to the office’s operations team full-time. In 2020, Haley joined “Team Leong” as our Director of Financial Planning. In her spare time, Haley enjoys going to the beach, cooking, and making trips back to the Pacific North West when she can.

 

Mark K. Leong, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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