Meet Insight Financial
Our Partnership aggregates over 100 years of combined experience. We are all practiced, highly credentialed professionals who enjoy strong relationships with our existing clients. As a team we have industry leading experience in working with a multitude of clients from various fields. These include but are not limited to hedge fund managers, physicians, attorneys and corporate executives. Supported by the financial strength of Northwestern Mutual representing virtually all carriers and asset managers.
Insight Financial’ s primary objective is to focus on the client and provide a remarkable client experience, Aaron is dedicated to this mission. He works with highly successful professionals in diverse industries crafting and executing personalized financial plans. Aaron has found the most rewarding part of his career to be forming deep relationships with his clients.
Outside of the office, Aaron has partnered with a charity called Hope for The Warriors, an organization founded to provide care and hope to post 9/11 service members and their families. He offers financial planning free of charge, regardless of who they are. In addition, Aaron recently joined the board of a charity called Hunger Free America.
Aaron resides in Port Washington, NY with his wife Danielle and their two children Ella and Liam. He enjoys playing basketball, golf, tending his garden, and traveling the world.
He realized with his chosen career he could help individuals and their families while also making a positive impact on the world. Brian thrives in helping families, employers, and employees build and sustain long term wealth with his integrative, holistic approach. His mission is to help people create a plan through fostering the realization of dreams and the alignment of prudent, insightful financial knowledge with their specific goals. He strives to create a relationship of trust and integrity, focused exclusively on his client's priorities. Ultimately, delivering financial plans that anticipate families’ needs, preparing them for today and for their future.
Brian actively supports the Alex’s Lemonade Stand Foundation through event organization and his generous donations. He shares the vision, along with the Northwestern Mutual Foundation, that through funding childhood cancer research a cure will be found.
Brian is a graduate of James Madison University with a BBS in Finance. A resident of Greenlawn, New York, on Long Island, with Katherine and their four children who he loves spending time with. He is an avid sports fan, golf enthusiast, he frequents the beach and enjoys travel and trying different New York restaurants.
Elisa Hecht CLU®, ChFC®, CLTC®, WMCP®
Wealth Management Advisor
Elisa’s focus is to develop lifelong relationships with her clients, work together and build meaningful, sound financial plans. Through listening, she learns of the client’s personal economic vision as well as their concerns and creates a unique strategy that provides a solid roadmap to guide them into the future.
Elisa is a graduate of Lehigh University, where she majored in Economics. In her free time, she enjoys spending time with her family. Elisa resides in Sands Point, NY, with her husband, Robert, and their two daughters, Jenna and Carly. She loves to ski and play tennis.
Having switched industries, Ross initially focused on education by quickly obtaining his life and health licenses, as well as his securities series 6 and 63. Most recently in 2020, Ross obtained the Certified Financial Planner ™ (CFP ®) designation. As a CFP® Professional, he is enhancing the impact he is having on his clients as he is quickly becoming the center of their financial lives. He does this while focusing on building a relationship of trust, integrity, competence, and diligence.
A graduate of Indiana University, Ross currently lives in Plainview, New York with Michele and has 2 daughters. Emma is a competitive dancer and Sydney is a figure skater. He takes great pride in watching them compete.
Carolyn began her career in finance at Goldman Sachs where she was a Compliance Officer in the Fixed Income division. Subsequently, she worked to help establish the Center for Private Equity and Venture Capital at Dartmouth’s Tuck School of Business. After taking some extended time to raise her family full time, she took on the role of Controller for a start-up venture.
Carolyn is passionate about helping individuals and families navigate their futures through insurance and planning as a bulwark against uncertainty. While the team works to provide a comprehensive platform for our clients, Carolyn is primarily focused on investments and operations.
Carolyn is originally from Los Angeles, California and has been in the New York Area for over 25 years. She has served on the Executive Committee of REACH Prep as well as the Parent Associations of both the Brunswick School and Greenwich Academy. Carolyn enjoys: tennis, anything by the beach and spending time with her husband and four children.
Danielle manages operations for Insight Financial. She currently holds her New York life insurance license. She teaches Financial Literacy to high school and elementary school children through programs like MoneyThink and Junior Achievement. Her focus is to develop her knowledge in financial literally in order to help clients build their financial strength.
Danielle currently resides in Westchester, NY. Outside of work, she enjoys yoga, kickboxing, working out, spending time with friends and family, reading and travel.
She graduated from the University of Central Florida in 2016, with a major in Human Communications. Katie was born and raised in sunny South Florida, but always knew New York would one day be home and where she would ultimately pursue her career.
She is driven by high integrity and to make an impact with the knowledge she has acquired working alongside top executives and prominent brands within the advertising/marketing sector. Katie is eager to utilize and transfer her background in to the finance world, maintain and enhance the clients experience, while building long-lasting and meaningful relationships with each client.
She enjoys yoga, horseback riding, fishing and spending as much time as possible with her golden retrievers.
She works in the areas of new insurance business coordination and policy owner services. Gabrielle holds her Life, Accident, and Health Insurance license.
Gabrielle is a graduate of Berkeley College in 2011, where she studied Business Management. She grew up in the Bronx but now resides with her boyfriend in a co-op in New Rochelle in Westchester County. She enjoys photography and spending time with her family and friends.
Michelle Weathers MBA, B.S.
Director of Insurance Operations and Services
Prior to joining Insight Financial, working with and Elisa Hecht, she worked as owner/entrepreneur of Pioneer Design and Construction, developing and supervising high-performing teams dedicated to successfully exceeding goals and increasing the revenue base.
She enjoys spending time with her family, streaming Netflix and singing with in her church choir.
She works in the areas of new insurance business as well as policy owner services and would love to expand her capabilities and knowledge in the insurance field.
Carla graduated from St. John’s University in 2000 with a degree in Communications. She loves spending time with her growing children, reading a good book, and relaxing on the beach.