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At Lexington Financial & Insurance Services, we're proud of our team. Our financial representatives, advisors and specialists bring a wealth of experience to our team and represent the community in which we work and live. Meet the members of our team.
John has been a financial representative since 2002. His areas of expertise include Personal and Business Needs Analysis, Investment Services, Annuities, Long-Term Care Insurance and Estate Analysis.
A financial representative since 1978, Lon brings a wealth of experience and knowledge to Lexington Insurance & Financial Services, mentoring new financial representatives in his role as field director.
Krystin Fischer serves as the College Unit Director and leads a group of energized college interns.
As the Annuity and Investment Specialist, Paul provides expertise in helping individual and business clients with their wealth accumulation and wealth preservation needs as well as helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income solutions.
As the Disability Income Specialist, James Kerr assists individuals and businesses design a disability income insurance program for both individual and group needs. William Austin
As an educator and entrepreneur, James has a rich and diverse background which uniquely suits him to assist families reach their financial goals and businesses prudently prepare for the future. An area of special interest and experience to James are small to medium-sized businesses. He is able to draw upon his many years of experience of running his own company and meeting the health and retirement needs of family and employees. Learn more by visiting his web site.
Michael has been a financial representative since 1992. He is a graduate of the University of Washington with a Bachelors Degree (BA/BS) in Marketing. You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. Michael helps clients find solutions that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of those assets.
George has been a financial representatie since 2000. He describes what brought him to his career decision to become part of the Network: "After 16 years of working my way up the corporate ladder, primarily in the finance area of a major Fortune 500 company, I never quite connected with my work and became disappointed with the greed-filled culture that was taking over traditional values. Following the birth of my daughter, I decided I wanted a career that would not only be meaningful but would also allow me to control my own destiny. My association with the Northwestern Mutual Financial Network enables me to provide quality financial products and services and to make a difference in people’s lives."
A representative since 2005, Daniel previously served corporate executives, business owners, wealthy families and professionals as a stockbroker. Upon becoming a CFA charter holder, he began seeking an organization which would provide the integrity, service and intellectual capital necessary to serve clients from an enduring perspective. Daniel describes his decision which led him to the Network: "As a Northwestern Mutual policy holder, the service I had received had earned my personal trust. After further research I believed the tradition, accomplishment and concept of mutuality provided an ideal fit." Michael Thomas De Phillips
Financial Representative
Gil has been a financial representative since 1994. He is a Million Dollar Round Table (MDRT) Qualifying Member (1997, 2002, 2004-2006, 2008). MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply every year to continue their affiliation with MDRT.
Brian has been a financial representative since 1995. His areas of expertise include personal and business needs analysis, asset and income protection, and retirement solutions.
Tim has been part of the Network since 2003. Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution. Tim helps clients find the solutions to help them reach their financial goals.
A representative since 1990, John's credo is "in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation." He is a graduate of the University of NY (Baruch College) with a Bachelor of Business Administration degree in Business.
Zulkhumor has been a financial representative since 2005. Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. She specializes in providing a risk-based needs analysis utilizing life insurance, disability income insurance and long-term care insurance to help you protect what's important to you.
Frank has been a representative since 2003. He began his career in Public Accounting focusing on tax planning for businesses, wealthy families and professionals. Moving to banking and asset management, Frank developed a corporate executive services group working with executives and institutions on unregistered and stock options. As a financial representative, Frank helps clients ascertain personal and business needs analysis and solutions, and delivers elegantly on the implementation of them.
Bob was born and raised in NYC and lives with his wife, Karen, and children, Eddie and Samantha in Fort Lee, NJ. He has been a part of the Network since 2003. Bob is active in many professional organizations, including Manhattan Chamber of Commerce, President, BNI - Chapter 10 - NYC, American Business Associates (ABA) - NJ, Rockland Business Association, President, Stuyvesant High School Alumni Association and USGA and PGA Tour Partners Member.
Kelly joined the Network in 2002. She has a diverse education background, including a Masters degree in Economics & Political History from the New School for Social Research, NY, NY; Bachelor of Arts degree in French Literature from the University of Washington, Seattle; a Certificate in European Studies from The Sorbonne, Paris, France; and has earned in LUTCF designation from the Underwriters Training Council. Jeffrey Wierichs Kevin Wilcox Penny Wisdom-Rydin
Meijang has been a part of the Network since 2002. With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. One of Meijang's areas of expertise is education funding. She can help you explore the best possible alternatives for saving the money you need to send your children to college. |
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