Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Investment Operations Haley Carrilho

Haley Carrilho

Investment Operations

Email: Haley.Carrilho@nm.com

S G

Sarah Gante

Workflow Manager

Investment Workflow Manager

Email: Sarah.Gante@nm.com

Photo of Director of Client Relations Janice Moore

Janice Moore

CLU®, ChFC®

Director of Client Relations

Email: Janice.Moore@nm.com

Photo of Financial Advisor Nicholas Swan

Nicholas Swan

ChFC®

Financial Advisor

Disability Insurance Specialist

Email: Nicholas.Swan@nm.com

Photo of Financial Advisor Ian W. Ackerman

Ian W. Ackerman

CFP®, RICP®, CLU®, ChFC®

Financial Advisor

Certified Financial Planner

Email: Ian.Ackerman@nm.com