Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Charlotte Morgan Earley

Charlotte Morgan Earley

CFP®, ChFC®

Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's mission is to help individuals and their families achieve financial security through thoughtful planning and a personalized approach.

Photo of Client Experience Associate – Paraplanning Amanda Marie Romano

Amanda Marie Romano

Client Experience Associate – Paraplanning

Photo of Financial Planning Specialist Katelyn M Jacques

Katelyn M Jacques

Financial Planning Specialist