My Team

Insight Financial is committed to helping our clients whether they are concerned for their own financial needs, or for those of their family or business. Our team will help you plan strategically for your financial future.

Meet Our Team

 

Aaron Bernthal, CLU, CFP

Wealth Management Advisor
(646) 366-6569  

Aaron began his career in financial planning in 2000. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a principal of Insight Financial. Aaron is an Insurance Agent with Northwestern Mutual and 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 a great deal 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 Boder

Financial Representative
(212) 819-1800

Brian began his career in financial planning in 1999. He is an Insurance Agent with Northwestern Mutual and a principal of Insight Financial. Brian 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. Brian’s area of expertise includes investment management, insurance planning, and estate strategies.  He also focuses on retirement planning for clients of all ages.

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, Jason and Ashlyn.

 

Elisa Hecht CLU, ChFC

Financial Advisor
(212) 819-1800

Elisa began her career in financial planning in 1991. She is a Financial Advisor with Northwestern Mutual and a principal of Insight Financial. Elisa is a financial advisor with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and her Life, Accident & Health insurance license. She holds the Certified Life Underwriter and a Chartered Financial Consultant designations having earned them in 1997. Elisa’s area of expertise includes insurance and investment planning. She focuses on retirement, education, and asset allocation planning.

Elisa is a graduate of Lehigh University with a Bachelor of Arts in Economics. She lives in Port Washington, NY with her husband Robert and two daughters, Jenna and Carly.

 

Our Staff:

Christopher Bonnette

Associate Wealth Management Advisor
(646) 366-6666  

Chris has been with Northwestern Mutual since 2012, joining our team in 2013.  He is FINRA licensed, holding Series 7 & 63 registrations as well as his life and health licenses.  Chris handles a wide variety of investment operations including:  asset allocation analysis, mutual fund research, trade processing, account rebalances, and rollovers and account transfers.  He is a graduate of St. Bonaventure University where he studied Political Science.  Chris lives in Connecticut and enjoys playing basketball and golf.

Gabrielle Pilla

Director of Policyowner Services
(212) 819-1800 X 1067

Gabrielle interned for Northwestern Mutual during the summer of 2011 and started working on our team that September. She works with us in the areas of new insurance business coordination and policy owner services and holds her Life, Accident, and Health Insurance license. She currently resides in the Bronx with her family. Gabrielle graduated from Berkeley College in 2011.

 

Lee Weinstein, CLU®, ChFC®
Wealth Management Advisor


Insight Financial

 

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