Success Stories
Brad Improta, CFP®
Associate Advisors, Planning Alternatives
Brennan Kurtela, CFP®
Financial Advisor, Stanford Federal Investment Services
Brett Bennett
Financial Advisor, Wells Fargo Advisors
Bridgette Chalmers
Client Service Associate, Morgan Stanley
Bryan Sintay, CFP®
Wealth Manager, LPL Financial
CJ Keckler
Financial Representative, Northwestern Mutual
Carla Haubenschild
Financial Advisor, Northwestern Mutual
Caroline Fogarty, CFP®
Independent Branch Associate Financial Consultant, Charles Schwab
Chelsey Koster, GBA, RPA, CEBS
Employee Benefits Specialist, ABG
Chris Altieri
Corporate VP, Compliance Officer, MacKay Shields LLC
Chris Ceciliane
High-Net Worth Associate, Fidelity Investments
Chris Skutnick, CFP®
VP of Flagship Wealth Planning, Ameriprise Financial Services
Christine Lesinski
Wealth Management Client Associate, Merrill Lynch
Christopher Chan
Private Equity Analyst, Morgan Stanley Valuation and Accounting
Christopher Ferrer
Christopher J. Murdock
Financial Representative, Northwestern Mutual
Chrys Kanos
Managing Director, Northwestern Mutual
Chuck Riesterer, CFP®
Partner, Promus Financial Group
Cindy Pitonzo, CFP®
Associate Wealth Advisor, Advisors Capital Management
Dalih Suchet
President, Whitehall Benefits
Daniel Dexter, CFP®
Associate Private Wealth Advisor, Next Phase Advisory Group (Northwestern Mutual )
Daniel McNulty
Northwestern Mutual
Daniel Zamora
Financial Analyst, Offen Petroleum
Danny Hernandez, CFP®
Financial Advisor, Northwestern Mutual
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