Get to know my dedicated team
When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.
If at any time you have a question, concern or need, please let us know.
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.
Barbara W. De Berry
CFP®, CLU®, ChFC®, CASL®, CLTC®
Long Term Care Specialist
I am a proud member of the sandwich generation. While juggling motherhood, career, and a sick parent for 3 years, I saw first-hand the importance of long term care planning. I am committed to helping individuals and couples think through how a need for extended care would impact their lives and those of their families so that together we can protect family relationships and financial security.
Lesley N Day
CFP®, CLU®, RICP®
Founder & Wealth Management Advisor
Our team brings the strategy, the management, the infrastructure, the accountability led by the heart and values of the families we serve to help them make important decisions about their wealth- allowing them more time to truly focus on what is important to them. At some point money becomes more complicated and the typical advisor is not enough. Planning is dynamic because life is dynamic.