The Weinstein Group
Seth Weinstein
Financial Advisor
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.
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.
Charlene Marie Quaresma
CLU®
Founder & Wealth Management Advisor
Charlene works with a team of specialists to offer flexible financial planning for millennials, digital creatives, real estate professionals, and the LGBTQ community. Her team specializes in strategically creating personalized plans that are based off of her client's hopes and dreams and turns them into a reality.
Clay Cooper
CFP®
Wealth Management Advisor
Clearview Financial Partners was founded on the belief that anyone is capable of reaching their goals. You have your life plan, and we will build a financial plan to give you clarity on your goals, perspective on what is possible with your wealth, and direction on how all your puzzle pieces can fit together.
Keith A Dragoo
CASL®
Financial Advisor
We are dedicated to cultivating generational relationships with successful individuals, families, and businesses.We listen to and clarify your unique vision to deliver holistic solutions for all the stages of your professional and personal life.
Kristie J Hill
Wealth Management Advisor
Kristie's team partners closely with Individual Professionals, Families in the thick of it all, those approaching retirement, Small business Owners, and those excited to plan for the long term; helping them enjoy today and plan for tomorrow.
Thomas Jensen
MSc, CFP®
Wealth Management Advisor
Thomas works with career focused professionals. Thomas’ team helps provide clarity and direction for those who have put their financial lives in the back seat.