Get to know my dedicated team
We have a diverse team of smart, friendly and professional personnel committed to making sure your service is exceptional. We take time to understand the intricacies of your life and we assist you in streamlining the various tasks associated with managing your portfolio.
Our team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. We are ardently focused on delivering results and exceeding expectations.
Our culture is based on individual accountability, integrity and rewarding staff committed to broadening their financial competency. We work as a team and our interests are aligned with those of our clients.
We welcome you to learn more about our cross-functional team, their experience and life outside our organization.
Christopher R. Marshall
Partner and Financial Planning Specialist
The team at Marshall Financial Group believes that a financial plan should grow with you. We help you identify your financial goals today, and create a personalized plan to help you prepare for the future even if life takes an unexpected turn. Keeping pace with life's changes is important: our goal is to secure a strong financial future for the people you care about most.
Jonathan Edwards Romero Jr
CLU®, ChFC®, RICP®, CLTC®
Partner and Co-Founder
I specialize in working with successful, driven professionals who are looking for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on customized plans that include tax-efficient wealth accumulation and preservation strategies to help people build a strong financial foundation throughout their life and beyond.
Andrew W Kerr
Managing Director
Andrew W. Kerr is a Wealth Management Advisor and Managing Director in New York City. Andrew joined Northwestern Mutual in 2012 following graduation from Princeton University. Andrew specializes in retirement planning, life and disability insurance, asset allocation, and education planning. Andrew lives with his wife Elizabeth in Manhattan.
Adam H Riegel
CFP®, CLU®, AEP®
Partner and Private Wealth Advisor
Adam and his team create, implement and maintain bespoke, tax-optimized financial plans primarily for families at hedge funds, private equity firms, venture capital firms, management consulting firms and their close friends. Adam joined Northwestern Mutual in 2011 from Harvard University. A walk on to the football team, he graduated Cum Laude and was recognized as a Hampshire Scholar.
Raul Tavdy
Financial Advisor
My mission is to help my clients achieve financial security and protection by providing them with innovative planning solutions tailored to their needs.
Sharon Harmelin Alpert
CPA, RICP®
Financial Advisor
My role as a Financial Advisor is to be your partner. Guided by your goals and dreams, we work together to establish a plan to help make your vision a reality. By matching your unique needs with innovative solutions, world-class insurance services, and internationally recognized investment products, we seek to build, preserve and grow your wealth to help give you the peace of mind you deserve.
Brad L Bertner
RICP®
Wealth Management Advisor
I specialize in holistic financial planning for successful entertainment executives, attorneys, and corporate professionals. My ultimate goal is to understand and build a financial game plan based on what is most important to you. I provide counsel and education on retirement, investment strategies, tax efficiency and wealth preservation to alleviate stress so you can spend your life living.
Get to know my network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Kevin M. Stein
CLU®, ChFC®, CFP®
Business & Estate Planning Specialist
Kevin Stein is a Partner and Wealth Management Advisor within The Midtown Financial Group, an integrated financial planning practice which specializes in working with high net worth individuals, business owners and closely held businesses.
Jake Cohn
CFP®, CLTC®
Principal and Retirement Benefit Specialist
Planning your financial future isn’t easy. My job is to give you expert guidance and put you on the path toward lasting financial security. As the second-generation leader of our family organization, I serve families from young to mature, and businesses from startup to succession, helping them build, protect and transfer wealth.
Scott A Jacobi
CFP®
Disability Income Specialist
I specialize in working with busy successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.