Putting
people first.
Get to know our leadership team
Leadership at the St. Augustine office is dedicated to doing good for our clients, employees and community.
Whether you are wanting to plan for your family or your business, Will and his team's personalized approach to financial planning starts with you, your life, family, and goals. We base your plan on your priorities. And as those priorities change throughout your life, we will work with you to shift the financial...
Whether you are wanting to plan for your family or your business, Will and his team's personalized approach to financial planning starts with you, your life, family, and goals. We base your plan on your priorities. And as those priorities change throughout your life, we will work with you to shift the financial strategies in your plan. Keeping your plan flexible and keeping you on track.
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
I started my career at Northwestern Mutual while wrapping up at the University of Florida with a Finance degree in Business Administration. 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...
I started my career at Northwestern Mutual while wrapping up at the University of Florida with a Finance degree in Business Administration. 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. Let’s talk!
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.
Amber Barrero
Jessica Salazar
MBA, CLU®, ChFC®, CLTC®
Managing Partner