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.
Candace H Berkman
CLTC®
Long Term Care Specialist
Candace H. Berkman is a Financial Advisor, Long Term Care, and Medicare Specialist with Northwestern Mutual since 1998.
John Todd III
Life Insurance Specialist
I am a 3rd generation Northwestern Mutual Financial Representative following in the footsteps of my Father and Grandfather. My practice focuses on Financial Security with special emphasis on executive benefits and risk management for individuals, families, and both privately held and publicly traded corporations.
Kevin Bradley Morisoli
MSFS, CFP®, CLU®, ChFC®, CAP®
Disability Income Specialist
Kevin is a graduate of the University of San Diego. He became a Financial Advisor with NM in 2007. He helps his clients navigate insurance and investment strategies through a thorough financial planning process. Kevin is married to Aerinne and has two sons, Bear and Blue. Kevin is an Ironman triathlete and frequently competes in all sorts of endurance races.
Leonard C Wright
CPA, PFS, CFP®
Leonard has a long term focus on the retirement plan marketplace and has been implementing plans over the last 30 years, first as a CFO in the retail and healthcare sectors and professionally over the last two decades. He custom tailors plans to the needs of business owners to help enhance the outcomes of plans for all participants as an integral component of a firm's employee benefits.
