Meet the Team
Meet the team that makes financial planning come to life at our firm. 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.
Herb Foedisch, CFP®, CLU®
Estate & Business Planning Advisor
415-733-6571
Herb brings a unique background to the planning process from experience as an entrepreneur in the manufacturing and construction industries and as a Wealth Management Advisor with Northwestern Mutual. Herb has been active in the financial services industry for 30 years specializing in the varied needs of business owners and affluent families. Herb is involved with a number of Bay Area Charitable organizations both as a board member and volunteer. He enjoys reading, cycling and sailing.
Joshua Y Weaver, CFP®
Josh joined Northwestern Mutual in 2015 after working for 19 years in the institutional investment business. He graduated from UC Berkeley with a BA in Economics and began his career on the floor of the NYSE. He returned to the Bay Area in 1999 where he worked at Robertson Stephens and JMP Securities before earning his CFP® designation. Josh is married with three children and lives in Moraga. He is the former Athletic Director of the local CYO basketball program and is active in his church and community.
Wynne Y Wan, RICP®
Wynne joined Herb's team in 2007. She graduated from San Francisco State University with a Bachelor of Business Administration in Finance. Wynne holds the California Life and Health insurance, Series 7 and Series 66 investment licenses. Outside of work, she enjoys yoga and spending time with her family.
Responsibilities: Investment and Qualified Plan client services
Sallie Del Socorro Madriz
Sallie is a Bay Area native that graduated from University of San Francisco in 2015 with a Bachelor’s in International Business and a minor in Spanish. She has worked at Northwestern Mutual for the last 6 years. She started as a college intern and transitioned to the Associate Financial Representative role in 2015. Holds the California Life, Accident & Health Insurance license. Enjoys traveling, photography and hiking with her large German Shepherd.
Responsibilities: Insurance/risk management client service