![Father son playing on a trampoline](https://media.northwesternmutual.com/sites/images/hero/father-playing-with-child-outside.jpg?width=1500)
Putting
people first.
Get to know our leadership team
Leadership at the Jacksonville office is dedicated to doing good for our clients, employees and community.
![Jessica Salazar - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/30558766/cf9711f7-ded8-46e7-55ab-646fad9edab0.jpg)
Jessica Salazar
MBA, CLU®, ChFC®, CLTC®
Managing Partner
![Wayne Berna - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/37875147/0063c2d1-610c-4562-b9d1-8889b28c9e7c.jpg)
![Kristan Brinkley - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/38399189/8a5e1e56-7bbf-4f5e-6f40-ed5f378e6b9e.jpg)
My goal is to help clients come up with a strategic financial plan so they can live a stress free financial life. I’ll work with you to build a unique plan for the future to achieve your goals personally, professionally, and financially.
![Jeffrey Salazar - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/34918366/dc3f6088-cbcc-4c92-6898-4e6c6ca93302.jpg)
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize...
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize in planning for Physicians, Corporate Executives, and Business Owners.
![Caroline Dove - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/42703454/e64c7c77-6e13-41a3-4d6a-f7a2dbcee037.jpg)
![Donna Fragata - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87730909/503b6bd9-9cf1-4260-5c48-7e1d8355e4ab.jpg)
Donna Fragata
Chief Operations Officer
![Colin Bernatt - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/43626487/b74ffb2a-c32c-4c02-7283-e1c3413291cc.jpg)
Colin Bernatt
Director of Supervision
After growing up near Pittsburgh, PA and studying Finance/Economics at the University of Pittsbugrh, I decided to leave the snow and cold weather and start my career in Jacksonvile Florida. After 10+ years at Merrill Lynch working in Financial Advising, FINRA Exam Coaching, Operations, and Supervision, with an...
After growing up near Pittsburgh, PA and studying Finance/Economics at the University of Pittsbugrh, I decided to leave the snow and cold weather and start my career in Jacksonvile Florida. After 10+ years at Merrill Lynch working in Financial Advising, FINRA Exam Coaching, Operations, and Supervision, with an emphasis on Global Financial Crime and International Wealth Management, I moved to Northwestern Mutual as the Director of Supervision to utilize the various skills I’ve developed in my career to help train associates, educate teammates about current industry policies, and serve as a leader in both the firm and the community. I currently hold my Series 7, 66, 9, 10, 2-15 Insurance license as well as continue to expand my knowledge by pursuing a Masters Degree through Harvard University, School of Extension Studies.
![Liza Wrobel - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/43139303/7eab496b-f2f1-4a54-69f4-8283f8e380c3.jpg)
Liza Wrobel
Director of Training and Development
![Chloe Verseput - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/84266656/6287b9b9-d3ca-4812-5089-913a3b7750f4.jpg)
Chloe Verseput
Internship Development Officer
![Corey Cresenzi - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/76308073/452ff562-09bb-4d0d-a336-7e6553fdac9c.jpg)
Corey and his team will deliver a concierge-style of service to help you achieve your financial goals. Based in the center of Manhattan, let Corey and his team be the center of your financial future by helping you through strategic planning for long-term success.
![Bradley Ernst - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/23319314/03851ce4-8b29-4cbb-9404-c7c390704a0b.jpg)
![Josh Ferguson - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87702040/79257b62-9e31-434a-7237-d5d3adffca9f.jpg)
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize...
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations to help you achieve your vision for the future.
![Jim Moretti - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87693847/092183fd-9e96-479f-96ae-a582e1aece8a.jpg)
Jim has a ceramic engineering and business background. He has 2 children and lives in Ocala, FL. Jim has a nationwide practice, but also services his clients locally in The Villages, Ocala, and Gainesville. He is passionate about his kids, sports, and cooking. Reach out to Jim via: james.moretti@nm.com
![Meghan Newell - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87709488/2952ae55-0448-46c6-4333-3ae78cd0c655.jpg)
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans...
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives.
![Michelle Baker - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/25654832/8177d295-a94f-400b-58d2-3f67661a709f.jpg)
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help...
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them." Michelle Grippi Baker
![Alex Coyne - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87753110/58ac2138-e4e9-42d5-4b30-8ab95fd13de2.jpg)
![Anastasia Gray - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87709501/89149598-f346-453e-5d57-8d163a1248cf.jpg)
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in...
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.
![Jonathan Hamby - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/32319995/b4784ea9-8cf0-48f0-585f-8e1ef8ec7aca.jpg)
![Brandon Fleming - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87778773/45a2ebd7-6273-42d2-47dc-26417b6bf719.jpg)
![Brian Koch - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87696889/da0ad3c6-2f23-4e8e-7a3e-dff3798a1b09.jpg)
![Patrick Lamb - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87756967/864c43fb-6ad5-44c4-4cad-793bc0a2609b.jpg)
![Jason Hasson - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87803542/5e317b81-1ad2-4d5c-723d-6842ec75a4c3.jpg)
![Nicholas Walker - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/81071956/f895918c-b17c-4234-41cf-6e44e0b41acc.jpg)
Financial planning or the thought of looking into our finances can often times be scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks and...
Financial planning or the thought of looking into our finances can often times be scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks and our guidance you too can begin living life by design not default.