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Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service. If at any time you have a question, concern or need, please let us know.

My Colleagues:

John Alden Packard Jr.
Financial Representative
(509) 444-5865

Bret and I have been colleagues for 6+ years. While we maintain separate clients, we enjoy many strong relationships with our growing resume of mutual clients.

Our shared vision of effective solutions centered around dedicated staff allows us to provide timely service and assistance that all of our clients appreciate.

Michael Welch
Financial Representative
(509) 444-5866

I joined the Packard & Wheeler Offices four years ago. Born and raised in Spokane, I come from a family of educators and it reflects an educational spirit with my clients. Married with 4 children, active in coaching Highschool age volleyball, we understand the needs of a growing family and business environment.

My Team:

Joanne C Watts Marketing Coordinator joanne.watts@nmfn.com (509) 444-5866

Lindsey M Gauper Financial Assistant lindsey.gauper@nmfn.com (509) 444-5866

Lindsi Meiervining Policy Service Coordinator lindsi.meiervining@nmfn.com (509) 444-5866

Theresa Sullivan Client Relations Center Coordinator theresa.sullivan@nmfn.com (509) 444-5866

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Packard & Wheeler Offices is a marketing name for Bret M Wheeler and is not a broker-dealer, registered investment adviser, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. Bret M Wheeler is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC, 705 W 7th Ave Marycliff Center, Spokane, WA 99204-2836, 509-838-5246, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Hubbell Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Bret M Wheeler is primarily licensed in Washington and may be licensed in other states.

Packard & Wheeler Offices

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