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.
Caroline Robles
Director of Selection
Caroline joined our Northwestern Mutual team in April of 2018. She was born & raised in Tampa, Fl and graduated from the University of Florida (GO GATORS!) with a degree in Communications and Business Administration. As a fifth-generation Tampanian, Caroline has made it her mission to connect the individuals that...
Caroline joined our Northwestern Mutual team in April of 2018. She was born & raised in Tampa, Fl and graduated from the University of Florida (GO GATORS!) with a degree in Communications and Business Administration. As a fifth-generation Tampanian, Caroline has made it her mission to connect the individuals that make our community so special, with an opportunity that aligns to their professional vision. She is passionate about growing and impacting our Greater Tampa Bay community and meeting those that share these same values. She enjoys speaking with career-changers from all different backgrounds and learning more of someone’s professional strengths: valuing the individual over the resume. When she’s not in the office, you can find Caroline enjoying live music, supporting any one of our Champa Bay teams, or out on the water with her Golden Retriever, Aspen.
Derick creates a client relationship that lasts a lifetime. He and his team are on a mission to share its expertise with families and businesses, like yours, helping them become and remain financially self-reliant so they can give purpose and growth to their money. The team helps our clients get organized financially,...
Derick creates a client relationship that lasts a lifetime. He and his team are on a mission to share its expertise with families and businesses, like yours, helping them become and remain financially self-reliant so they can give purpose and growth to their money. The team helps our clients get organized financially, identify goals and implement plans, all while monitoring and updating as life and business goals change.