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.
My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial...
My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.
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!
Riley Jarrell
Director of Investment Operations
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works...
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works as hard for you as you worked for it. The process is easy...calming…freeing you to follow your heart.
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