James S Borchers

Jessica began her career with Northwestern Mutual in 2013 and became a vital member of James' team in August 2022. As the Director of Operations, she expertly manages the team’s workflow and daily operations, ensuring efficient escalation of client requests. Jessica holds NY and FL Life & Health insurance licenses, FINRA Series 6 & 63 certifications, and is a Florida Notary. Based in Tampa, FL, she brings over 15 years of customer service experience and has spent the past decade working in financial planning, as well as having worked four seasons in Guest and Member Relations with the Tampa Bay Buccaneers!

In her spare time, Jessica enjoys traveling, spending quality time with her friends, and making cherished memories with her children. She is also a proud member of Northwestern Mutual’s Women’s Field Association, demonstrating her commitment to professional development and network building.

Sarah, Director of Financial Planning and Insurance, has been a cornerstone of James' team since 2022. She holds FINRA Series 6 & 63 certifications and a NYS Life, Accident & Health license. Residing in Albany, NY, Sarah expertly balances her career with her passions for cooking, travel, and family time with her son. She is committed to crafting personalized financial strategies, diligently handling insurance planning, and helping clients achieve their financial dreams. Sarah excels in completing and submitting insurance applications, providing underwriting updates, servicing existing insurance policies, and building bespoke financial plans.

Nick, a Certified Financial Planner® (CFP®) professional, joined Northwestern Mutual in 2019. With a focus on Financial Planning and Investment Operations, Nick is adept at guiding clients through tailored financial strategies aimed at achieving their goals. He provides comprehensive investment account statements, manages investment contributions and withdrawals, and offers insightful recommendations on existing investment portfolios.

Asli is our specialist in marketing and administrative support, bringing three years of valuable experience to our team. Her commitment to team growth and optimized operations is evident in her exceptional ability to coordinate meetings, book medical exams for insurance purposes, and follow up on supporting documents. Asli ensures seamless communication, facilitating a smooth financial journey for our clients.