Management Team

Our strong management team is the foundation of our business. These individuals work hard to provide expert guidance and direction to our financial representatives in order to support their success as independent business owners.

 Bill McKernan

Bill McKernan

Managing Director
Office 561-284-8113

 Lee Ann Thompson

Lee Ann Thompson

Office Manager
Office 561-284-8116


Lindsey Bader

Director of Recruiting
Office 561-284-8102

 David J Siegel

David J Siegel, CFP®, CLU®, ChFC®

Field Director
Office 561-284-8115

My Networks: LinkedIn

 Jeffrey R Lukosavich

Jeffrey R Lukosavich

Field Director
Office 561-846-2394

My Networks: LinkedIn

 Max Frederic Zoete

Max Frederic Zoete

Office 561-284-8100

 Michael Charles Barson II

Michael Charles Barson II, BBA

Associate Financial Representative
Office 561-284-8106


As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

Learn More arrow

Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck