Staff

As a Wealth Management Advisor for 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.

 

Alyssa Rogoz

Director of Operations
Office 919-834-7772

A graduate from Appalachian State University and a former Corporate Wellness professional, Alyssa helps manage the wellness of our clients as they experience our financial planning process. From engaging with our team for the first time, on-boarding new businesses and families and reviewing your planning on an on-going basis, Alyssa makes sure it all runs smoothly.

 

You can reach out to Alyssa if you need assistance with:

  • Scheduling an initial consultation

  • Scheduling a time to review your planning

  • Policy service requests

  • Requests to be connected to other valued professionals in our network (estate planning attorneys, business valuation specialists, young family financial advisors, accountants, etc.)

 

Grayson Short

Financial Planning Assistant
Office 919-834-7772
 
Ashleigh Ford Nelson

Ashleigh Ford Nelson

Director of Operations
Office 919-834-7772

Ashleigh is a North Carolina native who enjoys helping people discover their path to financial security. When not at work she enjoys cooking, working out and rallycross.

Contact Ashleigh if you have questions or need assistance with your accounts.

 
Robin L Kerekes

Robin L Kerekes

Office 239-298-5091

Robin joined Northwestern Mutual in 1977 after moving to Naples from Toledo, Ohio.  In addition to being our team's individual and group disability specialist, Robin’s focus is assisting Vaughn in working with high net worth clients for estate planning. As the most tenured Associate Financial Representative on Vaughn's team, her experience and knowledge, combined with her love of people and desire to serve, help us build client relationships that are often multi-generational.

Robin is proud of her family’s strong military heritage and is involved in several local veteran service projects. She is an active member of First Baptist Church Naples and enjoys spending time with her family, her dog, and sitting at the beach with friends with her toes in the water. 

  

 

Vaughn H Hoban

Wealth Management Advisor

 

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