My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
I work with a team of professionals that specializes in planning. We help our clients develop a deeper knowledge of tax efficient strategies available to their tailored financial picture, and provide solutions to help them preserve and grow their wealth.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Katherine M Jarozewski
Katherine is the Director of Insurance Services and oversees our processes of medical exams, applications, underwriting, policy delivery, and follow ups. Our clients are welcome to contact her directly at k.jarozewski@nm.com as no inquiry or request is too big or too small.
She joined our team with industry experience in trade desk operations and product knowledge of insurance and investments. She is a graduate of The University of Chicago and Northwestern University, is Series 7 & 63 registered, and is NY/NJ/CT Life and Health licensed. Away from the office, Katherine enjoys spending time with her daughters Katja and Lila in their home city of Norwalk CT.