James P Connelly

Caroline Bernero was raised in Chicago and Skokie and currently resides in the northwest suburbs with her husband and two children.  Caroline has been working in the financial industry for 30 years with a concentration in operations management.  Caroline began her career with Northwestern Mutual in December of 2017 as an Associate Financial Representative for Jim Connelly.  She obtained her life and health insurance license in 2018.  Caroline is a National Notary Association Member, a Notary Public for the state of Illinois and currently holds the title of Director of Operations and Client Services for James Connelly Financial Services.  She oversees all aspects of our growing practice and acts as the main liaison between our team and our clients.  She proudly recognizes her ability to build impactful and rewarding relationships with our clients.

Christy has been engaging our clients and building relationships since 2014. She manages the calendar and adds a personal touch to every communication. It is her pleasure to hear your updates, making sure you experience the attention to detail that your planning deserves. Christy has a background in music entertainment, and a degree in English Literature. She is a singer and published author.

Erik is a native of South Dakota whose life eventually landed him in Illinois.  Based in Vernon Hills, Erik lives in Skokie with his wife, son and 2 cats.  Erik comes from 20 plus years of working at the highest levels in the hospitality industry and brings his extensive experience of customer service to our team.  Erik works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality.  He works to find the right solutions for your personal, family or business needs. He is committed to helping you achieve your financial goals.