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 and currently became a WMCP® Wealth Management Certified Professional with Northwestern Mutual Wealth Management Company. Elisa 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® and a Chartered Life Underwriter®. She also holds the certification of CLTC®, which provides her the foundation and expertise to guide her clients through concerns associated with potential challenges related to longevity and solutions to protect the client as well as their family.

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.

Ross joined Northwestern Mutual in 2012 after spending the prior 15 years in healthcare sales. Northwestern Mutual is in his blood, as his dad has been an Advisor with the firm since 1971. Ross made the switch to financial services because he always had a passion for helping people and he felt he could make more of an impact in this field. He quickly understood that although people may be doing certain things for their financial future, such as contributing to their employer-sponsored 401K, very few had an actual plan which often exposed them and their families to catastrophic risks. Ross also realized people did not know if their savings strategies would be sufficient to meet their retirement goals. By creating a financial plan, Ross helps people visualize their future and create a clear path to helping them achieve their goals.

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.

Nicole's goal is to help her clients identify their financial goals and develop personalized plans to help achieve those goals. She specializes in comprehensive financial planning for her clients by building long lasting relationships and consistently updating their plan as their life changes.