John Mosher, CLU®, ChFC®, AEP®

Estate & Business Planning Advisor

Team Members

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern, or need, please call me or my team directly at 727-725-7113 or email me at

Karen Fast

Karen Fast

Chief Operations Officer
Office 727-725-7113
  • Oversee day to day operations.
  • Responsible for maintaining an elite level of client service.
  • Participate in the design and implementation of financial planning strategies.
  • Fulfill client inquiries.
  • Service insurance and investment accounts.
Mike James Talbot

Mike James Talbot

Director of Planning
  • Customize and update Financial Planning Anaylsis'
  • Review Investment Portfolios
  • Analyze household and business cash flow efficiencies
  • Customize and prepare insurance and investment proposals
  • Prepare in-force illustrations, performance reports, and investment research

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