Northwestern Mutual
Miami
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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 Miami office is dedicated to doing good for our clients, employees and community.
TJ Pacchioli
CFP®
Managing Director
As a South Florida native, TJ and his team work with families, successful professionals, and business owners to help them achieve their financial goals. He focuses on his clients' insurance, investments, and retirement plans. TJ lives in Weston, FL with his wife, Leslie, and his three girls: Paige, Peyton and Tara.
Matthew Ferrara
Growth and Development Director
Matthew feels fortunate to work for an organization that believes that acting with the client's best interest in mind makes good business sense. He conducts an on-going lecture series that educates medical residents and fellows on how to best build financial security as they transition into their full-time career.
Kristin Francisco
Growth and Development Director
Kristin began her career as an intern with Northwestern Mutual while obtaining her Bachelor’s degree in Business Administration with a major in International Finance and Marketing at the University of Miami. Upon graduation, she became a full-time financial representative. Since joining Northwestern Mutual Kristin has been among the top producing financial representative in her peer group for six consecutive years. In 2012, Kristin was one of 25 representatives to win the Community Service Award from the Northwestern Mutual Foundation. For her exceptional volunteer commitment with the Women's Fund of Miami-Dade, the Northwestern Mutual Foundation gave $10,000 in honor of Kristin's volunteer work.
David Gruen
CFP®, ChFC®
Estate & Business Planning Specialist
David Gruen concentrates on clients who are business owners or independent contractors in the highest personal and corporate tax brackets. David concentrates specifically on creditor protection, managing the impact of taxes, proper business structuring, as well as estate and succession planning.
Jesse Pacchioli
CFP®
Growth and Development Director
Jesse was born and raised in South Florida sun. While Jesse is a native Floridian, he has a National Practice with Business owners, Families, and Successful Professionals. When he’s not working on his business he’s either at a Heat game, winding down with some golf, or spending time with his nieces and nephews. In 2018, Jesse achieved his Masters in North Carolina before moving to Miami to begin his practice. He believes in building trust through strong client relationships, navigating the intricacies of financial planning, and advancing individuals on their financial journey.
Alejandra Rodriguez
Director of Operations
Having moved to the United States from Colombia in 2000, Alejandra joined the Northwestern Mutual team just two years later, during the beginning stages of the Miami office. Alejandra's background as a business owner and her B. S. in Chemical Engineering helped to develop her role from a temporary staff employee to Director of Operations. Alejandra currently oversees the administration of the office, implementation of new office procedures, participates in the training and support of new Financial Representatives and provides support to Managing Director TJ Pacchioli.