Northwestern Mutual
Boca Raton
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Boca Raton office is dedicated to doing good for our clients, employees and community.
Peter Striano
Managing Partner
Peter F. Striano lll, joined Northwestern Mutual in 1992 as the agency’s first college agent. He signed his full-time contract after a successful college career in December of 1993. He has held the titles of College Agent, Special Agent, College Unit Director, Field Director, Managing Director and was appointed to Managing Partner in January of 2008.
Michael Celli
District Director
Michael "Mick" Celli currently serves as the Managing Director in the North Miami Beach Office: Mick Celli, joined Northwestern Mutual as a Financial Representative in 2011. Mick has been in the Financial Services Industry since 2002. Prior to joining the financial services industry in 2002, Mick played four seasons of professional baseball with the Atlanta Braves organization. In January 2013, Mick joined the management team as a College Unit Director. He took his passion for athletics and worked with student athletes looking for growth in an internship role. His real life experience on and off the playing field makes him a great mentor to young aspiring entrepreneurs. Currently, Mick works as a Managing Director, under the mentorship of Pete Striano, Managing Partner. Mick holds the CLTC designation and requirements for Financial Advisor. Mick is married to his wife Julie, and they have two boys, Dominick and Brandon.
Jesse Bouchard
CLTC®
Managing Director
Jesse is the Managing Director for the Bouchard Financial Group in Fort Myers, FL. Jesse is a graduate of Florida Gulf Coast University. Jesse started his career with Northwestern Mutual as a college intern in 2007. Since then, Jesse has held the positions of Financial Representative, College Unit Director, Field Director, Director of Development, and Chief Development Officer.
Bill McKernan
Managing Director
Bill McKernan joined Northwestern Mutual as a Financial Representative in June 2002. In 2006, while continuing to run his personal business, Bill moved into the role of a Field Director, where he mentored a group of talented professionals. Bill became the Managing Director of his own office, The McKernan Financial Group, located in beautiful downtown West Palm Beach in 2012. He is joined by his wife, Brooke McKernan, who began her career as a College Intern, along with 20 other advisors/representatives whom work out of his office.
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.
Linda Buccilli
CLTC®, LTCP
Managing Director
Linda Buccilli is a Financial Advisor and District Director at Northwestern Mutual. Linda manages a team of fourteen Financial Advisors as well as having a staff of three. Linda’s mission is to help her clients and her community attain financial security for their families and businesses. Because we cannot predict the future, Linda will help prepare for the best and worst case.
Mark Warner
CFP®, CLU®, ChFC®, CASL®
Managing Director
Mark Warner serves as the Managing Director for the Palm Beach Gardens Office. Mark joined Northwestern Mutual in 1996 after a career with the United States Navy. Mark is a Wealth Management Advisor and has earned his CERTIFIED FINANCIAL PLANNER™ certification. He began mentoring newer Financial Representatives as a Field Director in 1999. In 2009, Mark's Field Unit was named the top unit in Northwestern Mutual's southern region. In January 2012, Mark was appointed as the Managing Director of the Northwestern Mutual District Network Office in Palm Beach Gardens, Florida.
Brad Mitchell
CLU®
Managing Director
Brad Mitchell currently serves as the District Director of the Network Office. Brad began his career with Northwestern Mutual in 1991. Brad started his career under Managing Partner Chuck McIntyre, in Boca Raton. In 2002 he accepted the position of Field Director. In 2011, Brad, accepted a position as District Director in the Network Office with Pete Striano, Managing Partner.
Jordan Laser
Managing Director
For 20+ years Jordan has worked with senior executives of publicly and privately held companies, helping them optimize the transfer of wealth to their heirs using advanced life insurance concepts. He coordinates his team of advisors in the tax, legal, and investment advisory space to lead his clients through all stages of their financial lives.
Mike Enlow
Director of Supervision
Mike Enlow currently serves as the Director of Network Office Supervision. Mike has been with Northwestern Mutual for nine years. During his tenure he has held the roles of NMIS Operations, Director of Training, Recruiting, Assistant Director of Network Office Supervision and most recently Director of Network Office Supervision. Mike graduated from Florida Atlantic University with a degree in Finance. He also holds the CLU® designation. Prior to joining Northwestern Mutual, Mike worked for Citigroup as a Client Financial Analyst
Haley Carrilho
Associate Director of Supervision
Laura Ford
Chief Financial Officer
Laura Ford started with Northwestern Mutual in 2008. Laura began working directly with our Managing Partner, Pete Striano, and does a great job as our agency’s CFO. Laura handles many different things for Striano Financial Group, among them working with our advisors and management to understand payout, bonus’ & incentive compensation. Laura has a daughter Britney that is in high school, and is engaged to her fiance Chris.
Daniel Marquez
Director of Operations
Dan started with Northwestern Mutual in 2003. Prior to Northwestern Mutual Dan worked at Eastern Airlines and in banking for many years Dan is our Director of Operations and among those duties heads our contracting and licensing department for new advisors, and also serves as our Assistant Director of Network Office Supervision. Dan is married to his wife Louise, is a marathon man, having completed a marathon, and is a die-hard Florida Gators fan.
Kelly Matczak
MPA
Director of Strategic Development
Ian Freeman
CLU®, ChFC®, CASL®, AEP®
Life Insurance Specialist
After graduating from Wesleyan University in 1980 with an interdisciplinary major in government, history, economics, and philosophy, Ian became a banker and investment banker before joining Northwestern Mutual in October of 1987. His passion and commitment to his clients are the driving forces in his practice and carry through to his team of three dedicated associates. In his spare time Ian has been President of the Financial Representative Association at Northwestern Mutual, the primary link between their field and home office. Less than 80 representatives in the history of the company have held this honor. Ian has served on countless committees and his counsel is often sought by senior management. He regularly gives dynamic main platform presentations throughout the U.S. to help explain the basics of insurance. He is active in several charitable organizations in Connecticut and Florida.
Robert Polizzi
CLU®, CFP®, WMCP®
Annuity Specialist
Our Investment Specialist provides expertise in helping individual and business clients with their wealth accumulation and wealth preservation needs.
Benjamin Kapusta
Wealth Management Advisor
I am an established advisor with a focus on values-based planning. I find it most enjoyable to work with clients from all walks of life and help them achieve their goals by providing a plan for a secure future- be it personally, for their business, or both.
Nicholas Swan
ChFC®
Field Director
I enjoy working with driven, successful and caring people of all walks of life that find value in financial education and a comprehensive financial plan that involves protecting against what can go wrong so you can invest for what goes right. My team and I specialize in risk management and wealth accumulation as well as building life-long relationships with our clients.
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.
Frederick Santory
Field Director
Frederick Santory aims to be the focal point of his client’s financial universe. He believes knowledge is power and the information he provides his client’s, gives them the competitive advantage in regards to their retirement goals. There are four basic values, Frederick holds himself and his client’s too: Honesty, Transparency, Trust and Accountability.
Jeffrey Lukosavich
MBA, RICP®, CLTC®
Field Director
Financial or insurance planning are concepts that we all think about, but may be considered too stressful or confusing to want to deal with. My ultimate goal is to help my clients achieve their financial goals and to educate them on the many options available. I also help with Life insurance and Long term care planning so they can sleep easy at night knowing their family is well protected.
David Siegel
CFP®, CLU®, ChFC®, RICP®
Field Director
We work with you to build the best life possible for yourself and your family. We take the time to understand what is most important and become an advocate for your vision. From there we design, then implement a detailed financial plan that gives you confidence and peace of mind so you can focus on what matters most.
Justis Cousins
CFP®, ChFC®
Field Director
We are a family-run financial strategies firm that works closely with attorneys and business owners. We seek to first understand a client's values, visions, and goals. We then utilize insurance and investment tools to help achieve those goals. Our best clients view us as an integral part of their financial world and an advocate for their long-term success. We look forward to working with you!
Sean Mullin
CLTC®
Field Director
I am passionate about empowering my community to achieve financial security. I help families and businesses identify their financial goals and objectives to help prepare them for the future and protect them from life's unexpected moments. Allow me to help push you towards your best financial future. Call today for your FREE consultation.
Chad Luttrell
CLU®, ChFC®, RICP®
Field Director
A lot of financial advisors focus on income. I’m more interested in your outcome. As a married father of two young adults and a former business owner, there is a strong chance I can relate to the challenges you face protecting your family, saving for retirement or preparing for your children’s college education. Let’s have a discussion regarding tax-efficient ways to accomplish these goals.
Gabriel Montesino
Growth and Development Director
As a Growth and Development Director with a focus on both Defensive (Insurances) and Offensive (Retirement Planning + Tax Efficient Strategies) sides of finances, I have been able to help individuals achieve their financial goals. Additionally, as a Director at Northwestern Mutual, I have taken on the role of Recruiting, Mentoring, and Supporting my team to design the life of their dreams.
Vanesa Mullin
Growth and Development Director
I am passionate about empowering my community attain financial security. I help families and businesses identify their financial goals and objectives to help prepare them for the future and protect them from life's unexpected moments. Allow me to help push you towards your best financial future.
Matthew Kalkbrenner
Growth and Development Director
My Team and I serve professionals in the medical device community by providing the right tools, technology and resources to save more money! Our 4 step process of full circle planning provides an easy to follow guide to help transition from saving money to accumlating more wealth. We focus on tax-efficient planning looking to find the right strategy for each situation. Let's start your plan today!
Camilo Hortet
CLTC®
Field Director
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.
Jenn King
CLF®
Field Director
My objective is to offer the highest level of service throughout each and every year of our relationship! I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most. Jenn.King@nm.com
