Bozovic Wealth Management Group
Marisa R. Bozovic
Wealth Management Advisor|CFP®
Imagine A Financial Plan That Reflects Your Dreams
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.
Emily Martinez
Associate Wealth Management Advisor and Director of Investments
In January 2021, Emily joined our team to enrich the client experience. In her role, she builds relationships through the onboarding and investment servicing process. Since graduating from the Universidad Autónoma Gabriel René Moreno, where she earned a degree in Business Administration, she went on to pursue a career in finance and become FINRA Registered and licensed in life, health, and variable annuities. Emily is native to South America and is fluent in Spanish. In her free time, she enjoys playing soccer, a sport that she trained with the Bolivia women’s soccer league. She resides in Naples, FL with her husband, and their son. They enjoy international travel and volunteering at their church.
Brenda L Pellegrini
Director of Client Relations
With more than four decades of experience building long-term relationships with Northwestern Mutual clients, Brenda brings a deep understanding to her role as Director of Client Relations. She is the main contact for scheduling meetings, client communications, and educational outreach opportunities through networking events and speaking engagements. Her dedication to ensuring a positive client experience has made her an invaluable team member since she joined the practice in 2010. Brenda is a lifelong south suburb resident, mother of two, and proud grandmother of three girls. When she’s not spending time with her family, you can find her painting, reading, cooking, and traveling.
Larisa O Anikina
Associate Financial Representative
Traveling the world was something that Larisa always wanted to do so she decided to study abroad in Thailand and China before she ended up in Switzerland where she graduated from University. Rather than stay in Switzerland she moved to the United States to study for her master’s degree. In America, Larisa not only graduated with 2 master’s degrees but has also earned her citizenship. She is proud to be an American.
Larisa enjoys the work she does at Northwestern Mutual. Her detail-oriented nature, resourcefulness, work ethic and problem solving skills are what make her successful as the Associate Financial Representative.
When she is not working Larisa enjoys being a big sister with Big Brothers Big Sisters of America, playing the piano, spending time with her golden retriever Prince Charming and vacations to Disney world.
Meet Marisa
"I get enjoyment out of listening to my client’s goals and dreams, developing deep and meaningful bonds, and thereby providing honest financial guidance."
The idea of making a lasting impact on the lives of others drew me to the career as a financial advisor. Since starting my practice in 2008, my mission has been to be the honest voice you deserve when it comes to your financial life.
While my door is open to anyone seeking sincere advice, the majority who have sought it are surgeons, fellows and corporate professionals. As a member of Northwestern Mutual’s Physicians Nationwide, I have specialized expertise to meet the unique financial considerations of medical professionals. I also have extensive knowledge in executive compensation and benefits while proves valuable to C-suite leaders and those in business partnership roles.
My desire to provide professional guidance that is comprehensive and firmly rooted in doing what is in your best interest has led me to earn industry-leading credentials from the Certified Financial Planner Board and The American College of Financial Services. I’m a proud Texan and graduate of the University of Houston C. T. Bauer College of Business with a degree in Business Finance.
Qualifications and Accolades
- Certified Financial Planner™ professional (CFP®)
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriting (CLU®)
- FINRA Series 6, 7, 63, 65
- Life, Health and Long-Term Care Insurance Licenses
- National Association of Insurance and Financial Advisors (NAIFA) Quality Award
- Million Dollar Round Table Qualifying Member
Industry Speaker
I have also found a deep passion for sharing my knowledge as a speaker at in-house corporate and executive presentations, medical association conferences, and within noted residency and fellowship programs.
I served as a faculty member of Beyond the Exam Room and have presented at Northwestern Mutual and Essence Magazines Path To Power “Her Wealth, Her Way.”
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Personal Story
A native Texan, who loves Chicago, I’m also drawn to the warmer temperatures and ocean breezes in Florida.
While my life has afforded me great adventures traveling to exotic places both within the US and abroad, now I am focused on enjoying quality time with my husband, Marko, and our newborn son, Luka.
I am an avid reader and enjoy a good classic, thriller or self-help book - when time allows.
Let’s connect to see how I might guide your financial well-being, either as a client, a speaker or a professional who wants to talk about the value of working with a qualified advisor.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
