Associates

Philip Cappelleri

Investment Specialist

Philip Cappelleri is an Investment Specialists at Northwestern Mutual Financial Network. He has been a part of the financial services industry since 1989. Phil has received the National Quality Award from the years 1993-1996, 2000- 2004 & again in 2006 and is a 2009  member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Phil capitalizes on having a unique combination of life insurance and investment management expertise to provide compelling asset growth and protection solutions for the ever-increasing retirement needs of individuals and businesses. He is committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management.

Douglas Keller, ChFC®, MSFS, CLU®

Senior Investment Specialist

Douglas earned his insurance licenses in 1986 and investment licenses in 1987. He has completed years of continuing education to become a Master of Science in Financial Services (MSFS) and Chartered Financial Consultant (ChFC). As one of our office’s leading investment producers, Douglas accepted the position of Associate Investment Specialist in 1996 and then Senior Investment Specialist in 2006. In addition to managing the personal portfolios for much of our Agency’s investment clients, he also specializes in 401(k), Pensions and Profit Sharing for our corporate clients.

John Parisi, CLU®, ChFC®, CLTC

Long Term Care Specialist

John Parisi graduated from Boston College in 1986 with a degree in finance.  He joined Northwestern that same year and went on to earn the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Long Term Care (CLTC) planner. John has devoted his practice to assisting his clients in securing their financial futures. He has over 24 years of experience in life insurance, disability income, estate planning and business planning matters. John serves as the Long Term Care Specialist for our office and in 2009, John placed among the Top 10 for overall production for the Company’s eastern region.

Rick Reder, CLU®, ChFC®

Specialist

Maurice Rick Reder has been with Northwestern Mutual since 1975. He is a Wealth Management Advisor and Senior Investment Specialist at our network office. He has a Master of Business Administration from Columbia University, is a Chartered Financial Analyst and a Chartered Financial Consultant. Rick applies his knowledge and experience through a multi-step process to achieve your financial goals through investment planning, retirement planning and recommendations of solutions.

Robert Reni

Disability Insurance Specialist

Robert Reni is committed to helping his clients identify their needs by taking the time to get to know them and their objectives. Working together, Robert Reni helps clients create sound solutions to help them achieve financial security.  He has been the Disability Insurance Specialist for The Nemec Financial Group for two years. 

David Rossett, CLU®, ChFC®, CFP®

Life Insurance Specialist

David started a financial services career because of the impact he would be able to have on people. After graduating from Stony Brook University with a degree in Psychology, he felt the most satisfaction he would get from a career would be one where he could empower others to realize their goals. Because of the “income potential, independent nature and impact on others” he felt that Northwestern Mutual would be able to give him the opportunity to have his ideal career. David has never regretted his choice. As a life insurance specialist and field director, he acts as the conduit between representatives and the home office works with new representatives, early in their career.

Jeff Ungvary

Employee Benefit Specialist
jeffrey.ungvary@nmfn.com

In March 2001, Jeff was recruited to lead Northwestern Group Marketing, Inc., a well-established company with an eighteen-year history. Supported by a staff of eight, Jeff oversees the daily operations of Northwestern Group Marketing, Inc. and is additionally responsible for new business sales and servicing of his existing clients. Northwestern Group Marketing, Inc, is the marketing name for the local affiliate of Strategic Employee Benefit Services, which offers employee benefit services through Northwestern Mutual. His experiences in working for insurance carriers and as an insurance broker bring a broad range of industry knowledge and experience to our operation.