Get to know our dedicated team and partners

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 Managing Director Mark Warner

Mark Warner

CFP®, CLU®, ChFC®, CASL®

Managing Director

Photo of CEO and Private Wealth Advisor Matthew B. Lytell

Matthew B. Lytell

CFP®, CLU®, RICP®, CIMA®

CEO and Private Wealth Advisor

As a Wealth Management Advisor with 27 years of financial experience, Matthew joined Northwestern Mutual in 2005 and has built his reputation on working with affluent clients around the country.

Prior to joining Northwestern Mutual, he graduated from Syracuse University with dual majors in finance and marketing and began his career with American Express Financial Advisors where he advanced to Regional Vice President. He then joined Raymond James in 2001 as Vice President and Director of Private Client Group training & development.

Matt was named one of the Top 400 Advisers in the country by the Financial Times in 2020.

 
Photo of Director of Operations Stephen Charles Kennedy

Stephen Charles Kennedy

J.D.

Director of Operations

Stephen graduated from Florida State University where he double majored in Finance and Multi-National business. After which, he furthered his education with Juris Doctorate Degree from the St. Thomas School of Law in Miam, FL. He has been a proud member of the Florida Bar since 2008.  Stephen utilizes his extensive educational and professional background to help the firm’s clients achieve their financial and retirement planning goals. Currently, Stephen holds a Series 7, Series 6 and 63, as well as his Life, Health, and Variable Annuity license, helping him serve a wide range of clients.

 

 

Stephen, his wife Lisette, and daughter Lauren love everything Palm Beach County has to offer.  Outside the office, you can find him at the beach, Lauren’s many extracurricular activities or at the helm of a grill.

Photo of Managing Director Dundee Gouin

Dundee Gouin

Managing Director

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.

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Debbie A Krudis

Office Manager