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 Stephanie Ann Jones

Stephanie Ann Jones

Stephanie Jones is originally from and currently living in Rhode Island. Over the years Stephanie has lived in Ireland, Wales, and the Charlotte metro area. Stephanie spent much of the last 15 years in education and childcare.  Just prior to joining Northwestern Mutual, she worked in customer service/trading at a retail brokerage firm.  She holds degrees from Syracuse University and Rhode Island College, as well as Series 7 and 63 licenses.  Stephanie and her family love travelling and are big Disney Cruise Line fans!

Get to know my dedicated network of specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Founder, CEO and Private Wealth Advisor Kevin M. Stein

Kevin M. Stein

CLU®, ChFC®, CFP®

Founder, CEO and Private Wealth Advisor

Kevin Stein is a Partner and Wealth Management Advisor within The Midtown Financial Group, an integrated financial planning practice which specializes in working with high net worth individuals, business owners and closely held businesses.
Photo of Partner Ross Berge

Ross Berge

CFP®, QPFC

Partner

Photo of Wealth Management Advisor Matthew J. Cutter

Matthew J. Cutter

CLU®, ChFC®, CFP®, WMCP®

Wealth Management Advisor

My team and I specialize in wealth accumulation, protection and distribution. Our commitment to our clients is to be attentive to their needs, up to date on the latest tax changes and be fully educated on all areas related to financial planning. We take a complex world and make it simple to implement and understand.
Photo of Wealth Management Advisor Timothy G McCahan

Timothy G McCahan

CLU®, ChFC®

Wealth Management Advisor

tim.mccahan@nm.com
Photo of Wealth Management Advisor Matthew W Quitmeyer

Matthew W Quitmeyer

CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Photo of Estate & Business Planning Specialist Dana R Barrows

Dana R Barrows

CLU®, ChFC®, J.D.

Estate & Business Planning Specialist

Photo of Field Director Gabrielle J Siegel

Gabrielle J Siegel

Field Director

I specialize in working with driven, successful professionals looking to create or build on their comprehensive plan. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Our team is passionate about making our clients feel comfortable and confident in their planning.