Get to know our leadership team

Leadership at the Boca Raton office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Tim Snow

Tim Snow

WMCP®

Managing Director

I'm focused on helping my clients reach personal, professional, and financial goals through in depth fact finding. My team and I create short and long term goals to achieve financial security for their families and businesses. I'm committed to customer retention and strive to keep all of my clients satisfied. I will attempt to handle any and all challenges that arise for my clients.
Photo of Financial Advisor Carl Schachter

Carl Schachter

MBA

Financial Advisor

Carl Schachter was born and raised in Palm Beach County; therefore, taking great pride in working with business owners, professionals and families from the area. He is dedicated to building relationships with clients and helping them make the best decisions for their future. Carl is married to Ashely, who also works within Northwestern Mutual and they're both extremely active in the community.
Photo of Office Manager Erin Straight

Erin Straight

Office Manager

Photo of Field Director Shane Visnick

Shane Visnick

Field Director

Shane was born and raised right here in Boca Raton, Florida. He is a proud graduate of SUNY Brockport where he played 4 years of NCAA college hockey. Shane believes it's essential to put himself in your shoes and to see the world through your eyes before providing any financial advice. From there, Shane is confident in his ability to become a vital piece to your family's puzzle of life.

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