Putting
people first.
Get to know our leadership team
Leadership at the Greater Orlando office is dedicated to doing good for our clients, employees and community.
Thomas Goes
CLU®
Managing Partner
Born in Venezuela and raised in Colombia at age of 17 moved to Orlando to attend college; She graduated from UCF with a degree in Business and began her career with NM in 2007. Her main focus is to impact the Hispanic community in Central FL by educating the them on financial planning, how to accumulate assets,...
Born in Venezuela and raised in Colombia at age of 17 moved to Orlando to attend college; She graduated from UCF with a degree in Business and began her career with NM in 2007. Her main focus is to impact the Hispanic community in Central FL by educating the them on financial planning, how to accumulate assets, and most importantly how to protect and grow what's important to each person.
Felipe resides in Lake Nona with his wife and two children. He graduated UCF with a degree in Finance. Holds his Series 6, 63, 7, and 26. His involvement in the community includes NAHREP, Nemours and the Lake Nona Chamber. He enjoys working with entrepreneurs. "Legacy is very important to me and my clients. I...
Felipe resides in Lake Nona with his wife and two children. He graduated UCF with a degree in Finance. Holds his Series 6, 63, 7, and 26. His involvement in the community includes NAHREP, Nemours and the Lake Nona Chamber. He enjoys working with entrepreneurs. "Legacy is very important to me and my clients. I feel like I owe my parents for giving me the opportunity to live in this great country"
Andrea Koegel
Chief Strategy Officer
Denise Berthiaume
Chief Operations Officer
Marcus Cobbe
Chief Financial Officer