Putting
people first.
Get to know our leadership team
Leadership at the Clearwater office is dedicated to doing good for our clients, employees and community.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Katlyn specializes in providing strategic, comprehensive advice to help individuals & businesses meet their financial goals. She helps her clients make decisions around growing & protecting their wealth in the most efficient way possible with a plan that fulfills both current & future needs. In 2022, Katlyn won...
Katlyn specializes in providing strategic, comprehensive advice to help individuals & businesses meet their financial goals. She helps her clients make decisions around growing & protecting their wealth in the most efficient way possible with a plan that fulfills both current & future needs. In 2022, Katlyn won the Women Working in Wealth Award & was a finalist for best advisor of Tampa in 2021.
Lauren Kovit
Director of Selection
Lauren Kovit has over a decade of experience in Real Estate and Property Management, bringing a wealth of expertise in client relationship building and financial acumen. Following in her father's footsteps, who has worked in investment firms throughout her life, Lauren decided to pursue a career in the financial...
Lauren Kovit has over a decade of experience in Real Estate and Property Management, bringing a wealth of expertise in client relationship building and financial acumen. Following in her father's footsteps, who has worked in investment firms throughout her life, Lauren decided to pursue a career in the financial services industry, where her passion for real estate and investments flourishes. When she's not working, Lauren enjoys spending quality time with her family and partner, exploring nature, relaxing at the beach, and cooking. She is grateful to be a part of the Northwestern Mutual family and looks forward to contributing to the firm’s success.