Northwest Financial Advisors Welcomes Steven Bass as Financial Advisor

HERNDON, Va. — Northwest Financial Advisors, a subsidiary of Northwest Federal Credit Union (Northwest Federal) and LPL Financial’s No. 3 credit union investment services program nationwide,¹ today announced it hired Steven Bass, Jr., as a financial advisor.

Bass has more than 20 years of financial service and wealth management experience. Most recently, he served as senior financial advisor/vice president for Fulton Financial Advisors. His career also included working for M&T Securities (now M&T Financial Services) and John Hancock Life Insurance Company.

“Steven joins us with a wealth of experience and a passion for empowering clients to pursue their long-term goals. We look forward to the fresh perspective and expertise he will bring to our firm,” said Neetu Kohli, senior vice president of business development & wealth management.

“I’m thrilled to join Northwest Financial Advisors and contribute to a team deeply committed to disciplined investment strategies and exceptional client service,” said Bass. “I look forward to helping clients navigate their financial goals with clarity and confidence.”

A graduate of James Madison University (JMU), Bass also earned the CERTIFIED FINANCIAL PLANNER^®, Chartered Financial Consultant^® and Retirement Income Certified Professional^® designations, acquiring in-depth knowledge and skill in financial and retirement planning.

Bass is serving clients virtually and in Northwest Federal’s Arlington, Ashburn, Rockville and Vienna branches. He may be reached at (703) 925-5022 or sbass@nwfllc.com.

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer and NWFA's securities custodian,² ranked NWFA the No. 3 investment program among its credit union programs and the No. 13 investment program among its bank and credit union programs combined in 2025. Visit www.nwfllc.com for more information.

RICP conferred by The American College.

Neetu Kohli Promoted to Senior Vice President of Business Development & Wealth Management

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,¹ today announced the promotion of Neetu Kohli to Senior Vice President of Business Development and Wealth Management.

Read more about Neetu Kohli Promoted to Senior Vice President of Business Development & Wealth Management

Northwest Financial Advisors Hires Dorothy Qin to “Northwest Direct” Program

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,¹ today announced the hiring of Dorothy Qin as financial consultant. She is a member of the firm’s Northwest Direct team that serves as a resource for seasoned advisors, expanding client service capabilities and supporting the firm’s growth trajectory.

Qin has more than seven years of experience in the financial services industry and most recently worked for Wells Fargo and Charles Schwab.

Read more about Northwest Financial Advisors Hires Dorothy Qin to “Northwest Direct” Program

Joseph Szadvari III Joins Northwest Financial Advisors as Financial Advisor

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,¹ today announced that Joseph Szadvari III recently joined the firm as a financial advisor.

Szadvari brings 25 years of financial services experience to the firm. Most recently, he served as a financial advisor for PNC. Prior to that, he was an investment advisor with Dominion Financial Consultants and a private banker with PNC.