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.
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.
Andrew P. Bernstein
J.D., CFP®, CPWA®
Partner & Private Wealth Advisor
At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves.
Jimbo Huckabee
CFP®, ChFC®, CLU®
Partner and Private Wealth Advisor
I help individuals achieve a secure financial future for themselves, their families, and businesses through comprehensive financial planning. Together, we will develop a plan that will help you achieve financial independence.
Charles D. Irvin
CFP®, RICP®, ChFC®, CLU®, WMCP®
Partner and Private Wealth Advisor
My mission is to help identify your current financial picture & your future financial goals. My team will provide innovative solutions using world-class products and services to meet your goals. Through this, I develop enduring relationships with my clients.
Whit Newton
CFP®
Partner and Private Wealth Advisor
My team and I offer a collaborative approach to mapping out a financially secure future. Through comprehensive planning, I work closely with my clients to help them achieve their financial goals.