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.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Brett Heaton Juarez
CFP®, M.S., CLU®, ChSNC®
Wealth Management Advisor
I hold myself to a fiduciary standard to act in your best interest. I bring my values of integrity, expertise and empathy to every conversation, from investments to insurance. As a former teacher/counselor, I am patient enough to hear your intentions first, and then advise. Diverse clientele nationwide, ESG investing, LGBTQ friendly, special needs planning.
Gina Nicole Pagan
CFP®, ChFC®
Wealth Management Advisor
Wealth Management Advisor serving a diverse clientele nationwide since 2009. Our team focuses on aligning clients' visions with thoughtful strategies and tactics to help them achieve their goals, and believes in leveraging technology to create a frictionless experience. Specialty areas include LGBTQ Planning and Planning for Women. Happy to meet in-person or via virtual conference.