Elisa Davis Hecht, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Insight Financial

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Aaron Bernthal, CLU<sup>®</sup>

Aaron Bernthal, CLU®

Wealth Management Advisor

Aaron began his career in financial planning in 2000. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a part of Insight Financial. Aaron is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license. He is a CERTIFIED FINANCIAL PLANNER™ professional having earned his certification in 2003. Aaron's area of expertise includes investment strategies and overall asset allocation planning. He also focuses on retirement planning for clients of all ages. Aaron is a graduate of McGill University with a Bachelor of Commerce in Finance. He lives in Port Washington, NY with his wife Danielle and two children, Ella and Liam. He is passionate about travel, sports and cooking.

 
Brian J Boder

Brian J Boder

Financial Advisor

Brian began his career in financial planning in 1999. He is a Financial Advisor at Insight Financial with Northwestern Mutual. Brian is a Registered Representative of Northwestern Mutual Investment Services, LLC and maintains his Life, Accident & Health insurance license. Brian’s area of expertise includes investment management, insurance planning, and estate strategies.

Brian is a graduate of James Madison University with a Bachelor of Science in Finance. He lives in Wantagh, NY with his wife Sharon and three children, Julia, Holly and Ashlyn.

 
Jacqueline Engel

Jacqueline Engel

Financial Advisor

Jacqueline began her career in financial planning in 2016. She is a Financial Advisor with Northwestern Mutual maintaining her securities Series 6 & 63 registrations and her Life, Accident & Health insurance license.Jacqueline's area of expertise includes insurance and investment planning, focusing on retirement, education, and asset allocation planning. She is a graduate of Gettysburg College with a Bachelor of Arts in Psychology. She resides in Manhattan.

 
Lee Weinstein

Lee Weinstein

Wealth Management Advisor

Lee began his career in insurance and investment planning in 1989 and a Wealth Management Advisor with Insight Financial at Northwestern Mutual. Lee is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license. He is a Certified Life Underwriter and a Chartered Financial Consultant having earned his certifications in 1995. Lee’s area of expertise includes estate planning for high net worth individuals with a focus on business owners where he draws on his extensive experience in estate planning, executive benefits planning including non-qualified and business succession planning.

Lee earned his bachelor’s degree from the University of Michigan. Lee reisdes in Manhattan. He has a wife and 3 daughters between the ages of 12 and 18.

 
 
 
 

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