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.
Jessica Quaid
Director of Operations
Jessica started her career with Northwestern Mutual in 2013. She recently joined Kevin's team in August 2022. As the Director of Operations, she manages team work-flow, efficiently handles client requests and assists in the design and implementation of client's financial plans. She holds her NY and FL Life & Health insurance licenses, FINRA Series 6 & 63 and is a Florida Notary. Jessica has an extensive background, with over 15 years in customer service, working in financial planning for the past 9 years, as well as having worked four seasons in Guest and Member Relations with the Tampa Bay Buccaneers. In her spare time, Jessica loves giving back to her Tampa Bay community. Serving on five committees for local non-profit organizations. She is also a proud member of the ForbesWomen Forum.Get to know my dedicated network of advisors
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.
Kevin M. Stein
CLU®, ChFC®, CFP®
Estate & Business Planning Specialist
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.
