Aaron Bernthal, CLU®
Wealth Management Advisor


Insight Financial

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Brian J Boder

Brian J Boder

Financial Advisor

Brian began his career in financial planning in 1999. He is an Insurance Agent with Northwestern Mutual.  Brian maintains his Life, Accident & Health insurance license. Brian’s area of expertise includes investment management, insurance planning, and estate strategies.  He also focuses on retirement planning for clients of all ages.

Brian is a graduate of James Madison University with a Bachelor of Science in Finance. He lives in Wantagh, NY with his wife Sharon and three daughters.

 
Elisa Davis Hecht, CLU<sup>®</sup>, ChFC<sup>®</sup>, CLTC<sup>®</sup>

Elisa Davis Hecht, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Elisa Hecht began her financial advisory career in 1991. She is a Northwestern Mutual Wealth Management Advisor. Elisa is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, and 63 registrations and her Life, Accident & Health insurance license. She is a Certified Life Underwriter, a Chartered Financial Consultant and is Certified in Long Term Care.

 

Elisa graduated from Lehigh University in 1991 where she earned a Bachelor’s Degree in Arts of Economics and a Minor in Psychology. She resides in Sands Point, NY with her husband Robert and her two daughters, Jenna and Carly. In her down time, Elisa loves to ski and play tennis.

 
Lee Weinstein

Lee Weinstein

Wealth Management Advisor

Lee began his career in insurance and investment planning in 1989. Lee is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license. He is a Certified Life Underwriter and a Chartered Financial Consultant having earned his certifications in 1995. Lee’s area of expertise includes estate planning for high net worth individuals with a focus on business owners where he draws on his extensive experience in estate planning, executive benefits planning including non-qualified and business succession planning.

Lee earned his bachelor’s degree from the University of Michigan. He currently lives in Manhattan. He has a wife and 3 daughters between the ages of 12 and 18.

 
 

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