Staff
We appreciate the trust and confidence our clients place in us. Together, our team is committed to serving you and your needs. We strive to stay abreast of new ideas and are always here for you.
If at any time you have a question, concern, or need, please let us know.
My Colleagues:
Michelle Wordell
Financial Representative
(904) 399-8308
William Kastelz
Financial Representative
(904) 399-8308
Samuel Cowart
Financial Representative
(904) 399-8308
Joint Work Partners
Laurie A Leja
Financial Representative
(847) 795-1763
Robert L Fecitt
Financial Representative
(317) 846-4291
My Staff:
Shirley M Malek
Associate Financial Representative
shirley.malek@nmfn.com
(904) 399-8308
Shirley Malek started working with the Northwestern Mutual Financial Network in February 1997. In July 1999, Shirley relocated and joined Mike’s team as an Operations Assistant. She now specializes in Insurance and Retirement Solutions. Shirley holds a Life, Health, and Variable Annuity License, a Series 7 General Securities License, and a Series 63 Uniform State Law License.
Shirley was awarded the Koch Group Commitment to Excellence Award in 2011. Shirley’s commitment to both personal and professional excellence could well be summed up as nutritive. Over the years, she has paired client servicing, recruiting, professional development, and community involvement to form a balanced plate for her Financial Representative, Michael Halloran.
|
|
|
Orlaith J King
Associate Wealth Management Advisor
orla.king@nmfn.com
(904) 399-8308
Orla King is an Associate Wealth Management Advisor and assists Mike with various investment and insurance responsibilities. Orla holds a Life, Health, and Variable Annuity License, a Series 7 General Securities License, and a Series 63 Uniform State Law License. Orla obtained her BBA degree majoring in Financial Services from the University of North Florida in December of 2009.
|
|
|
Denisa Rekic
Associate Wealth Management Advisor
denisa.rekic@nmfn.com
(904) 399-8308
Denisa Rekic is an Associate Wealth Management Advisor. Denisa graduated Summa Cum Laude from the University of North Florida with a BBA degree majoring in Financial Services in December of 2010. Denisa holds a Life, Health, and Variable Annuity License, a Series 7 General Securities License, and a Series 63 Uniform State Law License. She joined Mike’s team in September 2010 and assists Mike in performing comprehensive financial planning for his clients.
|
|
|
|
As representatives of Northwestern Mutual, Estate Strategies Group Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Estate Strategies Group, a division of Northwestern Mutual Wealth Management Company. Estate Strategies Group Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutual in order to support Estate Strategies Group Advisors but may not represent all companies. As a team, Estate Strategies Group Advisors and their staff are committed to helping clients achieve financial security.
