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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.

Aaron Bernthal CFP®

Wealth Management Advisor

Brian J Boder

Financial Advisor

Elisa Hecht CLU®, ChFC®, CLTC®, WMCP®

Wealth Management Advisor

Ross Levine CFP®, ChFC®

Financial Advisor

Nicole Danielle Berkey

Financial Advisor

Carolyn Saunders MBA, B.A.

Investment Operations Associate

Danielle Lyerly B.S., B.A.

Investment Operations Associate

Katie Taddei

Director of Client Relations and Marketing

Gabrielle Pilla

Associate Financial Representative

Michelle Weathers MBA, B.S.

Director of Insurance Operations and Services

Carla Santorello