Get to know our leadership team

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

Photo of Managing Partner Jessica Salazar

Jessica Salazar

MBA, CLU®, ChFC®, CLTC®

Managing Partner

Photo of Managing Director Wayne Berna

Wayne Berna

CFP®, CLU®, RICP®

Managing Director

Photo of Managing Director Jeffrey Salazar

Jeffrey Salazar

CLU®, ChFC®, CASL®, REBC®

Managing Director

Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize in planning for Physicians, Corporate Executives, and Business Owners.
Photo of Managing Director Caroline Dove

Caroline Dove

Managing Director

Photo of Managing Director Padric Scott

Padric Scott

MSFP, CFP®, AEP®, CAP®, WMCP®

Managing Director

I thank God for providing me the privilege to be the trusted steward of such an impactful firm. Our practice is built on the principle of treating our clients in the same fashion we’d want someone to treat ourselves or those most dear to us. Our team partners with thriving individuals & businesses on clarifying their goals & aligning the appropriate strategies to achieve their desired outcomes.
Photo of Chief Operations Officer Donna Fragata

Donna Fragata

Chief Operations Officer

Photo of Director of Supervision Colin Bernatt

Colin Bernatt

Director of Supervision

After growing up near Pittsburgh, PA and studying Finance/Economics at the University of Pittsbugrh, I decided to leave the snow and cold weather and start my career in Jacksonvile Florida. After 10+ years at Merrill Lynch working in Financial Advising, FINRA Exam Coaching, Operations, and Supervision, with an emphasis on Global Financial Crime and International Wealth Management, I moved to Northwestern Mutual as the Director of Supervision to utilize the various skills I’ve developed in my career to help train associates, educate teammates about current industry policies, and serve as a leader in both the firm and the community. I currently hold my Series 7, 66, 9, 10, 2-15 Insurance license as well as continue to expand my knowledge by pursuing a Masters Degree through Harvard University, School of Extension Studies.
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Sheila Andersen

Director of Finance

Photo of Executive Director of Recruitment Chloe Verseput

Chloe Verseput

Executive Director of Recruitment

Photo of Training Manager Liza Wrobel

Liza Wrobel

Training Manager

Photo of Growth and Development Director Michelle Baker

Michelle Baker

CFP®, ChFC®, CASL®, RICP®, ChSNC®

Growth and Development Director

"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them." Michelle Grippi Baker
Photo of Growth and Development Director Alex Coyne

Alex Coyne

Growth and Development Director

Photo of Growth and Development Director Bradley Ernst

Bradley Ernst

Growth and Development Director

Photo of Growth and Development Director Anastasia Gray

Anastasia Gray

CFP®

Growth and Development 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.
Photo of Growth and Development Director Jim Moretti

Jim Moretti

MBA, RICP®

Growth and Development Director

Jim has a ceramic engineering and business background. He has 2 children and lives in Ocala, FL. Jim has a nationwide practice, but also services his clients locally in The Villages, Ocala, and Gainesville. He is passionate about his kids, sports, and cooking. Reach out to Jim via: james.moretti@nm.com
Photo of Growth and Development Director Meghan Newell

Meghan Newell

Growth and Development Director

I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives.
Photo of Growth and Development Director Josh Ferguson

Josh Ferguson

Growth and Development Director

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations to help you achieve your vision for the future.
Photo of Field Director Brandon Fleming

Brandon Fleming

Field Director

Photo of Field Director Jonathan Hamby

Jonathan Hamby

CLTC®

Field Director

Photo of Field Director Jason Hasson

Jason Hasson

Field Director

Photo of Field Director Brian Koch

Brian Koch

Field Director

Photo of Field Director Tyler Oppman

Tyler Oppman

Field Director

Photo of Field Director Megan Rutherford

Megan Rutherford

Field Director

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.
Photo of College Unit Director Riley Jarrell

Riley Jarrell

ChFC®, QPFC

College Unit Director

As a fourth-generation financial advisor, I uphold a family legacy of wisdom and trust. Growing up in a family dedicated to financial planning, I've gained invaluable insights and a commitment to personalized service. I am passionate about building lasting relationships based on trust and transparency, and helping you achieve your financial goals. Let's create your future together!
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Jacqueline Rose

Talent Acquisition Specialist

Photo of Talent Acquisition Specialist Kyle Zornes

Kyle Zornes

Talent Acquisition Specialist

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Randi Feliciano

Talent Acquisition Specialist

Photo of Talent Acquisition Specialist Amber Barrero

Amber Barrero

Talent Acquisition Specialist

Photo of Campus Recruiter Alyssa Vastano

Alyssa Vastano

Campus Recruiter

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