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 John.Mosher@nm.com.


 
Karen Fast

Karen Fast

Chief Operating 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
Office 727-725-7128
  • 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
 
William B McMillan

William B McMillan

Director of Client Development
  • Scheduling
  • Joint Work Requests
  • Client Concierge Program
  • Media Strategies
  • Social Awareness Project
 
 

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