My Team

I take customer service very seriously. So does my staff. 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.

Team photo
 
Timothy L Mitchell

Timothy L Mitchell, CFA®

Associate Wealth Management Advisor
Office 949-863-5939

Tim joined the Vande Bossche Financial and Insurance Services team in 2005. Tim has earned the Chartered Financial Analyst CFA® credential. His responsibilities include security and fund analysis, portfolio construction and implementing investment strategies to help clients meet their financial goals.

Tim has over 30 years’ experience in the financial services field.  He has worked as a stock analyst, bond trader, and portfolio manager for a wide range of individuals and institutions.  Tim received a Master’s of Business Administration degree from Washington University.  He holds the Series 7 and Series 66 securities licenses as well as California Life and Health insurance licenses.  

Tim can assist you with:

  • Investment trades
  • Portfolio analysis and construction
  • Income generation in retirement
  • Managing portfolios in a tax efficient manner
  • Investment product questions

Along with supporting the investment operations process Tim provides the highest level of personalized customer service.

Outside of work, Tim enjoys spending time with his wife and two daughters.

 
Kristen Marie Vande Bossche

Kristen Marie Vande Bossche, CFP®, RICP®

Associate Wealth Management Advisor
Office 949-863-5896

Kristen is a CERTIFIED FINANCIAL PLANNERTM and Retirement Income Certified Professional®

 that joined the Vande Bossche Financial and Insurance Service team in 2013. Her responsibilities include the design and construction of comprehensive financial and retirement plans for clients, portfolio research and plan implementation.

She is dedicated to helping our clients face each new challenge with a confident investment strategy in place.

Kristen graduated from Washington State University with a Bachelor’s Degree in Business. She also holds the Series 7 and Series 66 securities licenses and California Life and Health insurance licenses. 

Kristen can assist you with:

  • Gathering pertinent information to develop a comprehensive written financial plan
  • Assist with implementation of investment and insurance solutions to meet your stated objectives.
  • Assist with servicing needs on investment accounts and insurance policies.

Along with supporting the planning process Kristen provides the highest level of personalized customer service.

Outside of work, Kristen enjoys spending time outdoors, hiking, working out and relaxing with her two adorable dogs, Chuck and Hank.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Mary A Vande Bossche

Mary A Vande Bossche

Associate Wealth Management Advisor
Office 949-863-5892

Mary joined the Vande Bossche Financial and Insurance Services team in 2006. She is responsible for managing daily operations, client services, and marketing.

Mary has a Bachelor’s Degree in Communications, Public Relations from Washington State University in Pullman, WA. She holds the Series 7 and Series 63 securities licenses as well as California Life and Health insurance licenses. 

Mary can assist you with:

  • Answering your customer service inquiries
  • Requests and inquiries of your investment accounts or insurance products
  • Personal changes and updates

Along with managing operations Mary provides the highest level of personalized customer service.

Outside of work Mary enjoys spending time with her family and friends, RVing, wine tasting, hiking, music and her lovable dogs, Button and Sadie.

 
Jennifer Lin Moses

Jennifer Lin Moses

Associate Financial Representative
Office 949-863-5845

Jennifer joined the Vande Bossche Financial and Insurance Services team in 2009. Jennifer is integrally involved in the coordination of client meetings and assistance with client inquiries.

Jennifer graduated from California State University, Fullerton with a Bachelor’s Degree in Liberal Studies. She holds her California Life and Health insurance license.

Jennifer can help you with:

  • Scheduling an appointment
  • Providing service for your investment accounts and insurance products
  • Updating your personal information

Along with coordinating client meetings Jennifer provides the highest level of personalized customer service.

Outside of work, Jennifer enjoys wine, music, dancing and playing with her grandchildren.

 

John Robert Vande Bossche
Wealth Management Advisor


Vande Bossche Financial and Insurance Services

 

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