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Staff

Andres Baltazar takes customer service very seriously. So does his team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

Thomas G Mc Breen, CLU, CFP®
Wealth Management Advisor
(847) 663-7059		 Thomas McBreen
Adam J Neubauer
Wealth Management Advisor
(847) 663-7036		 Adam Neubauer
Ryan B Edlefsen, CLU
Financial Representative
(847) 663-7146		 Ryan Edlefsen
Joshua Lerner, CLU
Financial Advisor
(847) 663-7086		 Joshua Lerner

The Staff

 

  

Helene B Rhodes
Manager of Finance and Administration
helene.rhodes@nmfn.com
(847) 663-7060

Helene has been with the team since 2001. She has a Master of Arts in Public Policy and Administration from the University of Wisconsin - Madison, and recently became an Associate Financial Representative who is securities licensed. She brings with her a background in small business ownership and education. Her strength is working consistently to keep the lines of communication open, and helping you with any issues having to do with your insurance or investments. In addition, she serves as our Operations Manager making sure your questions, concerns, and service requests are taken care of with professionalism and courtesy.

 Helene B Rhodes

 

Alfredo Arroyo
Associate Financial Representative
alfredo.arroyo@nmfn.com
847-663-7782

Alfredo Arroyo joined us in 2008. He completed his studies at Robert Morris College with a BA in Business Administration. He is an energetic addition to our team. He supports the submission of all your applications, and works in conjunction with the underwriters to obtain information that will help with the insurance underwriting process. Alfredo is bilingual, speaking and writing in both English and Spanish.

 Alfredo Arroyo
Nicholas L Depilla
Investment Assistant
nicholas.depilla@nmfn.com
847-663-7764

Nick joined the team in 2009. He earned his bachelor's degree from the University of Dayton in 2007.  Nick has significant business and a varied background, including the overseas studies in Italy, soon after the Euro was introduced.  He comes to our team with a significant background in operations support for both the insurance and investment worlds. His previous experience is a huge advantage to our team. Please contact Nick with any questions regarding your investments.
Adrienne Cox
Administrative Assistant
adrienne.cox@nmfn.com