Putting
people first.
Get to know our leadership team
Leadership at the Boca Raton office is dedicated to doing good for our clients, employees and community.
I'm focused on helping my clients reach personal, professional, and financial goals through in depth fact finding. My team and I create short and long term goals to achieve financial security for their families and businesses. I'm committed to customer retention and strive to keep all of my clients satisfied. I...
I'm focused on helping my clients reach personal, professional, and financial goals through in depth fact finding. My team and I create short and long term goals to achieve financial security for their families and businesses. I'm committed to customer retention and strive to keep all of my clients satisfied. I will attempt to handle any and all challenges that arise for my clients.
Carl Schachter was born and raised in Palm Beach County; therefore, taking great pride in working with business owners, professionals and families from the area. He is dedicated to building relationships with clients and helping them make the best decisions for their future. Carl is married to Ashely, who also...
Carl Schachter was born and raised in Palm Beach County; therefore, taking great pride in working with business owners, professionals and families from the area. He is dedicated to building relationships with clients and helping them make the best decisions for their future. Carl is married to Ashely, who also works within Northwestern Mutual and they're both extremely active in the community.
Erin Straight
Office Manager
Megan Martel
Director of Recruitment