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 Founder and CEO Kenneth John Tooke II

Kenneth John Tooke II

LUTCF®

Founder and CEO

Problem-solver by nature, Ken is an invaluable resource to clients with high-value, illiquid estate that have an estate planning need. For 20+ years, Tooke and Associates has provided advanced estate planning and strategic life design for their valued clients. Ken and his team are experts in using financing to solve complex estate and legacy challenges that arise in the insurance planning process.

K W

Karalee A Waldron Tooke

Chief Financial Officer

Photo of Associate Financial Advisor Jared Wallace

Jared Wallace

Associate Financial Advisor

Photo of Financial Representative Assistant Joe Sohler

Joe Sohler

Financial Representative Assistant

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 Financial Advisor Jorge P. Casariego

Jorge P. Casariego

CFP®, ChFC®

Financial Advisor

Jorge is a Miami local and University of Miami graduate who began his career as a College Intern. Jorge and his team focus on customized financial planning for sophisticated business owners and executives across the country. Our clients look to us to bring wealth protection, strategic growth, income creation and tax efficiency. We believe that life can be chaotic, but finances don't have to be.
Photo of Financial Representative Robert A. Nuño

Robert A. Nuño

MAM, WMCP®, CLTC®

Financial Representative

Robert has been successful in the financial services industry for over 20 years. He has a diverse background and experience in designing and managing complex strategies for both the corporate and military sector. He is a graduate with honors from both the University of Miami, with a BBA in Business Management, and from the University of Redlands, California, where he earned his MAM in Management, with emphasis on strategic planning. Robert served as an officer in the U.S. Army where he learned the value of leadership, problem-solving, detailed analysis, creativity and decision-making. His accomplishments earned him notable recognition with the Department of Defense prior to him beginning his financial services career in 1987.

Photo of Financial Advisor Kyle Burton

Kyle Burton

Financial Advisor