Ramón E Rodríguez
Field Director|CFP®
Plan For the Financial Future You Deserve
The Team
We pride ourselves as an easy-going, family-friendly practice that is passionate about service and community building. But, like any good leader knows, it takes a village to build a community and we could not be prouder of our hard-working team.
What to Expect from Our Team
- Attentive & detailed communication
- A clear and seamless onboarding experience
- Knowledgeable resources for your planning
- Compassion & empathy
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 Bernstein
CFP®
Wealth Management Advisor
As a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ Professional, I work with clients to create tax efficient strategies in the areas of retirement, estate planning and generational wealth transfer. Together with my team, we can identify your wealth-building goals and implement a strategy.
Benjamin Scott Britt
CFP®
Wealth Management Advisor
For nearly a decade, Benjamin's mission has been to help clients create, implement, and maintain a comprehensive financial plan that addresses all contingencies. He knows that financial success and the freedom it provides is built over decades by making the right choices year after year.
Scott DeSantis
CFP®, AEP®
Partner and CEO
Scott DeSantis is the CEO and a partner at Civic Financial, a comprehensive planning firm under Northwestern Mutual. Scott leads a team of 20 professionals with specialization in planning, wealth management, and insurance work. The team is committed to excellent client service.
Suneel Garg
MBA, CLU®
Partner
Our team is here to help our clients achieve their dreams financially. We work hard to build strategies and plans focused on protecting your wealth and thinking about today as well as tomorrow for you. We have some unique experiences related to income tax strategies and aligning goals to your balance sheet.
Ricardo A Leonardo Jr
CFP®, CLU®, ChFC®
Financial Advisor
I am dedicated to helping families in our community make the right decisions to build generational wealth. I work with multicultural families to build confidence and optimism around their finances. We focus on making financial planning a collaborative process with clients, in understanding their wishes we are able to build a customized plan tailored for each client's financial success.
Andrew Manier
CFP®, AEP®, ChFC®, RICP®
President and CEO
Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, and efficiency. We strive to provide the best client experience possible.
Nicolas Pakler
CFP®
Founder & Private Wealth Advisor
Our objective is to assist individuals, families, and small businesses accumulate wealth, manage risk, and achieve financial security using a consultative and comprehensive financial planning process. We work closely with clients to develop innovative solutions that meet their long-term financial goals.
Adam H Riegel
CFP®, CLU®, AEP®
Partner and Private Wealth Advisor
Adam and his team create, implement and maintain bespoke, tax-efficient financial plans primarily for families at hedge funds, private equity firms, venture capital firms, management consulting firms and their close friends. Adam joined Northwestern Mutual in 2011 from Harvard University. A walk on to the football team, he graduated Cum Laude and was recognized as a Hampshire Scholar.