Staff
As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.
Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
Eliscia M Cassavaugh
Associate Financial Representative
eliscia.cassavaugh@nmfn.com
(781) 431-4779
Eliscia and I have worked together for several years now. She first started with me when I was housed in our Manchester, NH office; and transferred to our Wellesley, MA office when I relocated. She is the primary go-to person for my practice. In addition to doing much of the training for my entire team, she is also charged with the large responsibility of customer service for my practice. She is extremely dedicated to her work and is dedicated to providing exceptional customer service to all of our clients. Her primary focus is on the risk management side of my practice. Please contact Eliscia for things such as: - Questions you have during underwriting - Updating your address or bank account information for your insurance accounts - Billing questions on your insurance accounts - Changing your beneficiary elections for your insurance accounts - Questions about account or policy values or to obtain current values of your insurance accounts - How to get on-line access to your insurance accounts
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Benjamin R Wiesman
Director of Operations
benjamin.wiesman@nmfn.com
(781) 431-4704
Ben primarily focuses his efforts and attention on the planning and investment side of my business; but can also assist with insurance related questions as well. He is a very hard worker and is a great addition to our team. Please contact Ben for things such as: - Making updates to your Personal Planning Analysis - Status updates for investment rollovers - Updating your address and banking information for your investment accounts - Billing questions on your investment accounts - Changing your beneficiary elections for your investment accounts - Summary reports of all of your investment accounts - How to get on-line access to your investment accounts
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Yufei A Cao
Director of Marketing and Client Services
airene.cao@nmfn.com
(781) 431-4788
Airene focuses her time and attention on the strategic marketing initiatives of my practice. She is the quietest member of my team; but don't let that fool you! She does a great job of working with my clients. Please contact Airene for things such as: - Scheduling a review meeting - Setting up an initial consultation - Discussing networking opportunites - Client appreciation events
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Christina Marie Hall
Associate Financial Representative
christina.hall @nmfn.com
781-431-7889
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As representatives of Northwestern Mutual, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutualin order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
