Putting
people first.
Get to know our leadership team
Leadership at the New Tampa office is dedicated to doing good for our clients, employees and community.
"What I do best, through caring, is to help individuals, families and business owners craft a financial plan that aligns with their values and goals. I am known for my energetic and supportive approach to helping my client's financial dreams come true."
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion...
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion for financial planning stems from that same sense of duty to serve.
Jamie Monteith
Director of Operations
Jamie is a vital part of our team serving as the Director of Operations and Client Service. Prior to joining Northwestern Mutual in January 2021, Jamie spent 8+ years gaining knowledge and experience from the hospitality and event planning industry. She brings a unique ability to strategize, plan, and follow through...
Jamie is a vital part of our team serving as the Director of Operations and Client Service. Prior to joining Northwestern Mutual in January 2021, Jamie spent 8+ years gaining knowledge and experience from the hospitality and event planning industry. She brings a unique ability to strategize, plan, and follow through to achieve the big picture goals. Jamie’s enthusiasm to bring Nicole’s vision of culture to life is matched with her extensive experience on bringing people together. Jamie is a proud graduate of Florida State University, with a bachelor’s degree in Business & Hospitality Management.
Trisha Valentine
Director of Selection
Paige Baird
Director of Selection
I was born and raised in Clearwater / Dunedin, and I graduated from St. Petersburg College. My goal in life is to change one person's life for the better. Which is why I'm passionate about my career. I love helping others find their calling and aligning their values with their work. As an avid boater and beach...
I was born and raised in Clearwater / Dunedin, and I graduated from St. Petersburg College. My goal in life is to change one person's life for the better. Which is why I'm passionate about my career. I love helping others find their calling and aligning their values with their work. As an avid boater and beach goer, I spend as much quality time with family and friends as I can. I am a "cool" aunt to my niece Maddie Jean and a Dog Mom to Tucker.