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.
Charlotte Morgan Earley
CFP®, ChFC®
Director of Growth and Engagement
Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's mission is to help individuals and their families achieve financial security through thoughtful planning and a personalized approach.
Diana C Mazzei
Director of Financial Planning
Katelyn M Jacques
Financial Planning Specialist
Alexandria S. Krebs
Director of Marketing and Communications
Lindsey R. Reid
Marketing Coordinator
Christopher Cornicello
Technology Coordinator
Phil Reiff
Technology Coordinator