About me
Jacqueline Broberg is a natural coach, working alongside others to identify and prioritize their values and goals. She is passionate about helping people to become good stewards of their financial resources and moving people and families to financial security. She is a big believer that generational wealth starts with small decisions and is excited to work with you to build your financial legacy.
Jacqueline comes from a background in higher education and student life, where she advised her students in budgeting, event planning, and team and leadership development and loves that financial planning gives her the opportunity to get to know what matters most in her clients' lives and coach them to prioritize those things financially. She has a Masters of Arts in Theology from Gordon-Conwell Theological Seminary and believes that theology should inform all of life. In her spare time, Jacqueline loves to garden, chase her son around the house, and watch anything by Michael Schur. Jacqueline lives in Gloucester, MA with her family. You can probably find them walking Stacey Boulevard or grabbing a sub sandwich at Virgilios.
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.
Brooks McMurray
Financial Planning Analyst
Originally from Needham, MA and living in the North End, Brooks graduated from UMass Amherst in 2020 where he majored in Finance and Public Health. Brooks joined Northwestern Mutual in January of 2023 and holds his Life Accident & Health licenses. He specializes in comprehensive planning and analysis, and assists clients and advisors with the application and underwriting processes. When not at work, Brooks is a spin instructor, likes spending time with his French bulldog, Bentley, and his family and friends.
June Fitzpatrick Kiely
CLF®
Operations Associate
June joined the Northwestern Mutual Boston team after graduating from St. Lawrence University in May 2020 with a degree in Business and honors in History. She holds her Life Accident & Health Licenses as well as her Series 6 and 63. In her free time she loves to be around the water and hang out with friends and family!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
