Refer a Friend

Do you know someone who might share your concerns about financial security?

 

Staff

As a financial advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

Joanne M Menard
Associate Financial Representative
joanne.menard@nmfn.com
239-298-5092

Joanne has been with Northwestern Mutual since 1991.  She obtained her Life & Health license, along with various securities licenses while working at the Home Office in Milwaukee, Wisconsin.  She relocated to Naples, Florida in 2001.  She has a wealth of experience providing policy and investment services to Northwestern Mutual clients.

Joanne M Menard

Karen M Parry
Director of Marketing and Client Services
karen.parry@nmfn.com
239-298-5099

Karen grew up in Northern Michigan and relocated to Naples, Florida in 1985.  In financial services for the last fifteen years, Karen got her start as a mortgage broker handling residential and commercial closings.  She then managed a title company for several months before transitioning into mortgage lending.  In 1999 she opened a mortgage lending business, which she helped grow over a ten-year period to five offices and forty employees.

Eventually, regulatory changes became all-consuming.  With lending institutions going out of business during the loan process, Karen knew the time had come for her to switch her career direction.  After much contemplation, she decided to focus on another sector of financial services-insurance and retirement planning. 

Karen took the opportunity to join Northwestern Mutual in 2011.  It was appealing to Karen because the company’s very mission is to help people obtain financial security consistent with their values.  Says Karen, joining Northwestern Mutual allows her: “Great joy, in knowing I have helped people with financial security and peace of mind.” 



Robin L Kerekes
Associate Financial Representative
robin.kerekes@nmfn.com
239-298-5091

Robin has worked in the field of life and disability income benefits since 1974.  She joined Northwestern Mutual Life in 1978 when she relocated to Naples from Toledo, Ohio. 

Robin works heavily in the area of estate planning for our high net worth clients.