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.

Photo of Workflow Manager Nicole Kehoe

Nicole Kehoe

Workflow Manager

As Jeff's Workflow Manager, Nicole handles all New Business activities, from application to policy, until the final decision from the underwriting department has been made. Nicole also oversees and directs all Investment applications and accounts.

Nicole holds an English Master's degree from Binghamton University in New York, and has been with Northwestern Mutual since 2000, working in White Plains, NY and Raleigh, NC.

For all New Business and Investment concerns, please contact Nicole directly by phone.

Photo of Marketing Coordinator Shelley Byer

Shelley Byer

Marketing Coordinator

As Jeff's Marketing Coordinator, Shelley is responsible for all client data, sales cycle and activity tracking, as well as maintaining this website. Shelley helps to reinforce and build client and prospect relationships by meeting the distinct needs of Jeff's clientele to achieve an efficient and effective practice.

Shelley holds a BA in Economics from New York University, and has been with Northwestern Mutual since 2006, working in White Plains, NY 

You can reach Shelley directly by phone.

 

 

Photo of Client Service Manager Trudy M Zorn

Trudy M Zorn

Client Service Manager

As Jeff's Client Service Manager, Trudy handles all customer service, assisting clients with questions regarding billing, loans, in force ledgers, and all policy related issues.

Trudy holds a bachelor's degree in Business Management.

For fastest attention to service issues, please contact Trudy directly by phone.