Putting
people first.
Get to know our leadership team
Leadership at the West Palm Beach office is dedicated to doing good for our clients, employees and community.
Bill McKernan joined Northwestern Mutual as a Financial Representative in June 2002. In 2006, while continuing to run his personal business, Bill moved into the role of a Field Director, where he mentored a group of talented professionals. Bill became the Managing Director of his own office, The McKernan Financial...
Bill McKernan joined Northwestern Mutual as a Financial Representative in June 2002. In 2006, while continuing to run his personal business, Bill moved into the role of a Field Director, where he mentored a group of talented professionals. Bill became the Managing Director of his own office, The McKernan Financial Group, located in beautiful downtown West Palm Beach in 2012. He is joined by his wife, Brooke McKernan, who began her career as a College Intern, along with 20 other advisors/representatives whom work out of his office. Over the years, Bill has received recognition for his sales volume and high level of quality from the National Association of Insurance and Financial Advisors. He has qualified for The Million Dollar Round Table from 2006-2014 and has received numerous awards for outstanding production with Northwestern Mutual. Bill prides himself on helping clients achieve their financial goals, as well as helping his team achieve their professional goals.
Michael Barson
BBA
Associate Financial Representative
Michael is the liaison between the client and Bill. He graduated from the University of North Florida in 2015 with a Bachelor of Business Administration and studied abroad at the European Business School in Paris, France. Michael began his career with Northwestern Mutual in 2016 and currently has the Florida Life,...
Michael is the liaison between the client and Bill. He graduated from the University of North Florida in 2015 with a Bachelor of Business Administration and studied abroad at the European Business School in Paris, France. Michael began his career with Northwestern Mutual in 2016 and currently has the Florida Life, Health and Variable Annuity license. He prepares all case work for any client phone call or meeting and facilitates the underwriting process with each client. Michael is from the Wellington, FL area and currently lives in West Palm Beach. Michael is an avid traveler and has been to over 11 different countries. When he isn’t traveling, you can usually find him golfing, boating, or spending time with friends and family.
Jeff Lukosavich is a field director and financial representative of Northwestern Mutual out of the West Palm Beach office. Jeff is originally from and grew up in Michigan moving to South Florida in 2011. He is an active father of two and when not meeting with clients, Jeff can likely be found on the soccer...
Jeff Lukosavich is a field director and financial representative of Northwestern Mutual out of the West Palm Beach office. Jeff is originally from and grew up in Michigan moving to South Florida in 2011. He is an active father of two and when not meeting with clients, Jeff can likely be found on the soccer field coaching his son’s team. While he can assist in many areas of personal insurance and financial planning, one of his favorite tasks is in providing creative and unique solutions for people to help understand and decide on a suitable Long Term Care plan.
Dave Siegel earned his CFP™, ChFC® and CLU® certifications and is a Financial Advisor. Dave began his career in 2009 and has been able to grow his practice by utilizing unique savings and tax strategies for his clients. Since 2012, Dave has been a NAIFA quality award winner and in the past 3 years has achieved...
Dave Siegel earned his CFP™, ChFC® and CLU® certifications and is a Financial Advisor. Dave began his career in 2009 and has been able to grow his practice by utilizing unique savings and tax strategies for his clients. Since 2012, Dave has been a NAIFA quality award winner and in the past 3 years has achieved FORUM recognition with Northwestern Mutual. Being a Jupiter local and graduate of Florida State, Dave is involved in several charities in the West Palm Beach area which include being a board member for the Leukemia and Lymphoma Society, an avid sponsor for Place of Hope as well as an annual sponsor for ICU Baby of Miami. Dave resides in North Palm Beach with his wife Chrissie, he enjoys reading, traveling, free diving, and playing lacrosse in his spare time.
As a Field Director & Financial Advisor, Felix seeks motivated individuals to join his team at The McKernan Financial Group and helping his clients achieve financial independence. He started his career with Northwestern Mutual in 2015 after receiving his BA in Business double majoring in both Finance & Management...
As a Field Director & Financial Advisor, Felix seeks motivated individuals to join his team at The McKernan Financial Group and helping his clients achieve financial independence. He started his career with Northwestern Mutual in 2015 after receiving his BA in Business double majoring in both Finance & Management from Florida Atlantic University. He also has 10+ years’ experience in business management and sales. Felix was born and raised in Boynton Beach, FL where he lives now with his wonderful wife Wendy and beautiful daughter Mia. Felix is one of our lead contributors in our Hispanic Marketing Team. Felix himself speaks English, Spanish, Creole, & Portuguese. In his spare time, he loves spending time with his family and friends. Felix’s interests include food, cars, motorcycles, & all motorsports. He grew up racing motocross and looks for any opportunity to go out riding.
Joseph Rodgers is a Financial Advisor and College Unit Director at the McKernan Financial Group. He has been in the business for almost 4 years now, joining the McKernan group 2 years ago after moving to West Palm Beach from Tuscaloosa Alabama. There he was a student at the University of Alabama and studied Wealth...
Joseph Rodgers is a Financial Advisor and College Unit Director at the McKernan Financial Group. He has been in the business for almost 4 years now, joining the McKernan group 2 years ago after moving to West Palm Beach from Tuscaloosa Alabama. There he was a student at the University of Alabama and studied Wealth Management. Joseph started his career with Northwestern as a college intern and utilizes his firsthand knowledge to develop the college interns in our office, preparing them for a role as a full time representative after graduation. Joseph utilizes his extensive financial training background to help his clients achieve their financial goals while mitigating taxes along the way. In his free time, you can find Joseph on the golf course or the baseball field where he serves as a coach for Elite Squad Baseball and Suncoast Highschool.