Meet Insight Financial

Aaron is a founding member of Insight Financial, established in 2011. He began his financial planning career in 2000 after graduating from McGill University with a finance major and Bachelor of Commerce Degree.  At the age of 24, Aaron became one of the youngest advisors with Northwestern Mutual to attain CERTIFIED FINANCIAL PLANNERTM professional certification.  He is also a Chartered Life Underwriter®, the insurance profession’s oldest standard of excellence.  He is a Wealth Management Advisor, a title held with Northwestern Mutual Wealth Management Company and is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 6 and 63 registrations, as well as NY life and health licenses.

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.

Brian joined Northwestern Mutual straight from his college campus in 1999. His interest had been piqued during a prior internship and he knew that working in sales was something he wanted to pursue. He was drawn to Northwestern Mutual upon learning of the value proposition of always putting the client first and being able to offer quality products. He is a Founder of Insight Financial as a Financial Advisor. He has his securities Series 7, 6 and 63 registrations, as well as NY life and health licenses. Through his personal commitment and dedication to lifelong learning, Brian has worked hard to establish a reputation as a respected professional. He believes strongly in diversifying his practice between risk management, asset accumulation, and estate planning solutions.

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 started her career with Northwestern Mutual in 1991, as a college intern and joined Insight Financial in 2015. She earned the title of Wealth Management Advisor in 2011, held with Northwestern Mutual Wealth Management Company and is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 6 and 63 registrations, as well as NY life and health licenses. Elisa is a Chartered Financial Consultant^®, a Chartered Life Underwriter^® and holds the certification of CLTC^® which provides her the foundation and expertise to guide her clients through concerns associated with potential challenges associated with longevity and solutions to protect the client as well as their family.

Elisa’s focus is to develop lifelong relationships with her clients, to work together and build meaningful sound financial plans. Through listening she learns of the client’s personal financial vison as well as their concerns and creates a unique plan 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.

Philanthropic causes are another significant aspect of her life. Elisa actively supports Northwestern Mutual’s corporate commitment to Alex’s Lemonade Stand Foundation, dedicated to finding a cure for childhood cancer, as well as local events benefiting Autism Speaks.

Lee is a Wealth Management Advisor and Principal of Insight Financial. He began his career in financial services in 1989, after selling a business that helped him through college. At that time, he sought an opportunity to create a service business to satisfy his entrepreneurial interests while also helping others. He found that opportunity with Northwestern Mutual, where he channeled his expertise to help clients who could benefit from the abilities he concentrated on honing from day one. In 2011, he strategically partnered with other advisors to allow him to focus on his selected niche where his well-honed skills were valued most, and Insight Financial was founded. Lee is a Chartered Life Underwriter^®, the insurance profession’s oldest standard of excellence, as well as a Chartered Financial Consultant^®. He is a Registered Representative of Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license.

Throughout his tenure Lee has focused on staying abreast of the most sophisticated planning strategies and best in class products to deliver exceptional value to his clients. Additionally, Lee and his strategic partners deliver exceptional Wealth Management and Business Benefit planning to address the full spectrum of their needs. His areas of expertise encompass estate planning and executive benefits, including non-qualified and business succession planning. He spends most of his time in the closely held business owner market and with individuals in the investment industry. His passion for helping others is evident in every planning conversation.

Lee is a graduate of the University of Michigan. When not in the office, you will find Lee either on the slopes, at live music venue, enjoying a great meal, on a mountain biking trail, or visiting historical travel destinations. He finds great joy in spending time with his wife Shari and three daughters, Madelyn, Stephanie, and Olivia.

Philanthropically, Lee supports a variety of causes which are personally meaningful to him. Two of the causes close to his heart are the Global Lyme Alliance which supports research and promotes public awareness of the Lyme disease, and Project ALS which identifies and funds the most promising scientific research to seek a cure for ALS, also known as Lou Gehrig’s disease.

Joining Northwestern Mutual in 2012, following a 10-year career as proprietary trader, Matthew wanted to make a move to a more impactful and fulfilling career. He was initially drawn to the company from a prior experience in 2007, when he worked with a Northwestern Mutual advisor to find his own insurance plan that would help him achieve his goals. This personal experience demonstrated the company’s financial strength and commitment to their policy holders. Matthew recently joined Insight Financial to leverage the diverse experience and collaborate with his fellow advisors to benefit his clientele. He holds his series 6, 63, and life accident and health insurance licenses.

As Matthew’s career has developed he has found that his role as a Financial Advisor at Northwestern Mutual to be a perfect fit and enjoys working with his clients to help them reach their financial goals. He uses a holistic approach to help each client identify and implement a personalized plan specific to their unique financial situation.

A graduate of Georgetown University, Matthew resides in New York City with his wife Lauren and son Rory. He enjoys all things sports related and spending time on the golf course.

He gives of his time to both Next Step Fitness, an organization that helps people with spinal injuries receive the care and rehab that they need, and Hope for the Warriors which helps our wounded Veterans from all branches of the military.

Andrew joined Northwestern Mutual in February of 2019, as an Investment Analyst with Insight Financial. His prior experience included various finance responsibilities including hedge fund portfolio management and insurance underwriting with Zurich Reinsurance.

Andrew holds the Charter Financial Analyst designation. His expertise includes investment analysis, portfolio allocation, and risk management. He current responsibilities include asset allocation analysis, investment research and liaison directly with the managers of our sub-advised positions. He is also part of the retirement planning analysis team.

Andrew graduated from Tulane University AB Freeman School of Business with a Bachelor of Arts and continued on at Tulane to obtain his Masters in Finance Degree. He lives in downtown Manhattan with his wife Sarah, daughter Elise, and Tibetan Terrier Rupee. Andrew travels, golfs or heads to the slopes whenever possible.

Christopher joined Northwestern Mutual as a Financial Representative in 2012 and became part of the Insight Financial team in 2013. He previously worked at Merrill Lynch as an advisor.

He is Financial Industry Regulatory Authority (FINRA) licensed, holding Series 7 & 63 registrations as well as his life and health licenses. Chris handles a wide variety of investment operations including: asset allocation analysis, mutual fund research, trade processing, account rebalances, and rollovers and account transfers.

Christopher is a graduate of St. Bonaventure University where he studied Political Science. He lives in Connecticut and enjoys playing basketball and golf.

Jun joined Insight Financial in early 2018. He has continuously added value to the team. With 6 years of experience in financial analytics and brokerage operations, he brings a wealth of knowledge to his current role.

Jun manages the responsibilities of analyzing economic data and identifying long term financial opportunities.

He states: Utilizing the vast resources at Insight Financial and Northwestern Mutual, we are better equipped than ever to na:vigate through today's market landscape. Our relationships with clients are across generations and because of such, we have to identify trends and opportunities that match their timeframe.”

Gabrielle interned for Northwestern Mutual during the summer of 2013 and started working on the Insight Financial team that September.

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 is an Associate Financial Representative, with extensive experience in the financial industry of over 20 years. Her goal is to provide exceptional client service.

Prior to joining Insight Financial, 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.

Michelle is currently pursuing her MBA online through Columbia Southern University in Orange Beach, AL, and she holds her Life and Health license with Northwestern Mutual.

She enjoys spending time with her family, streaming Netflix and singing with in her church choir.

Sharon Joined Insight Financial in November of 2016 and is an Insurance Coordinator.

She brings insurance expertise through her previous roles in New Business Administration and Medical Underwriting. Sharon helps guide our clients through the underwriting process.  

Sharon attended Queens College and is a lifelong resident of New York City.

Katie joined the Insight Financial team in February of 2020 with an expertise in integrated marketing, retail advertising, events, video and social production.

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.