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 Financial Planning Specialist Diana C Mazzei

Diana C Mazzei

Financial Planning Specialist

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 Financial Planning Associate Ashley T. Tate

Ashley T. Tate

Financial Planning Associate

Photo of Associate Wealth Management Advisor Katelyn M Jacques

Katelyn M Jacques

Associate Wealth Management Advisor

Photo of Growth and Marketing Associate Amanda Marie Romano

Amanda Marie Romano

Growth and Marketing Associate