Brian J Boder
Financial Representative


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.

 
Aaron Bernthal, CLU<sup>®</sup>

Aaron Bernthal, CLU®

Wealth Management Advisor

aaron.bernthal@nm.com

(646) 366-6569 

Aaron began his career in financial services in 2000. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company. Aaron is an Insurance Agent with Northwestern Mutual and 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 FINANCIAL PLANNER™ professional having earned his certification in 2003.  Aaron’s area of expertise includes investment strategies and overall asset allocation planning.  He also focuses a great deal on retirement planning for clients of all ages.

Aaron is a graduate of McGill University with a Bachelor of Commerce in Finance. He lives in Port Washington, NY with his wife Danielle and two children, Ella and Liam.  He is passionate about travel, sports and cooking.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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

Elisa Davis Hecht, CLU®, ChFC®, CLTC®

Wealth Management Advisor

elisa.hecht@nm.com

(212) 819-1800

Elisa began her career in financial services in 1991. She is a Wealth Management Advisor with Northwestern Mutual. She is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining her securities Series 6, 63, and 7 registrations and her Life, Accident & Health insurance license. She holds the Certified Life Underwriter and a Chartered Financial Consultant designations having earned them in 1997. Elisa's area of expertise includes insurance and investment planning. She focuses on retirement, education, and asset allocation planning.

Elisa is a graduate of Lehigh University with a Bachelor of Arts in Economics. She lives in Port Washington, NY with her husband Robert and two daughters, Jenna and Carly.

 
Jacqueline Engel

Jacqueline Engel

Financial Advisor

jacqueline.engel@nm.com


(646) 366-6694

Jacqueline began her career in financial planning in 2016. She is a Financial Advisor with Northwestern Mutual maintaining her securities Series 6 & 63 registrations and her Life, Accident & Health insurance license. Jacqueline's area of expertise includes insurance and investment planning, focusing on retirement, education, and asset allocation planning. She is a graduate of Gettysburg College with a Bachelor of Arts in Psychology. She resides in Manhattan.

 
Lee Weinstein

Lee Weinstein

Wealth Management Advisor

lee.weinstein@nm.com

(646) 366-6666

Lee began his career in financial services in 1989. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a licensed insurance agent. 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 obtained his Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations 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. After living in Manhattan for 10 years and then in Fairfield County for a subsequent 10 years, Lee now splits his time between San Diego, California and New York City. He has a wife and 3 daughters between the ages of 12 and 18.

 
 

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