2024 District Diversity & Inclusion Award Winners

SIBS 2025 Winners

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 Director of Operations and Client Service Kaitlin May

Kaitlin May

Director of Operations and Client Service

Kaitlin is the Director of A76 Operations and an Associate Financial Representative. She has developed and implemented a marketing strategy to highlight our office's culture, engage with local businesses, and nurture the relationships we have nationally with Northwestern Mutual. She also services clients, develops district-wide trainings, is the social media manager and assists our managing director, Jesse, with his day-to-day.

Photo of Investment Operations Michael Murray

Michael Murray

CFP®, CLU®

Investment Operations

Photo of Investment Operations Support Jacob DeForest Davis

Jacob DeForest Davis

CFP®, ChFC®, CLU®

Investment Operations Support

Photo of Talent Acquisition Manager Mikayla Rafferty

Mikayla Rafferty

Talent Acquisition Manager

Photo of Training Manager Chloe Marie Poggi

Chloe Marie Poggi

Training Manager

M O

Madeleine Oliver

Internship Coordinator

Photo of Investment Operations Associate David Rodriguez

David Rodriguez

Investment Operations Associate

I L

Imani Lugo

Sales Execution Team

A H

Annie W Hanan

Sales Execution Team

J S

Justin Scotto

Investment Operations Associate

Z M

Zachary McNelis

Investment Operations Associate

A E

Ashley Eisenstein

Contract, License and Registration Manager

Proud.

Jesse his daughter and his mother