Our Team

 
David J Siegel

David J Siegel, CFP®, CLU®, ChFC®

Financial Advisor
Office 561-284-8115

Dave graduated from Florida State University with his Bachelor’s degree in Business Management and Finance. As a collegiate lacrosse player, he learned what it meant to work as a team. Since college, he has been recognized as a national industry leader. He is committed to ensuring the well-being of his clients, which is why he became a Certified Financial Planner™ and obtained his FINRA Series 7, 6, 65 and 63. His extensive educational background and industry experience allow him to bring a fresh perspective to comprehensive financial planning.

Dave currently resides in North Palm Beach, Florida with his wife, Chrissie, who is a pediatrician at St. Mary’s Hospital. He enjoys excercising, traveling, and reading personal development books.

 
Christopher M Ballerano

Christopher M Ballerano

Associate Financial Advisor
Office 561-284-8126

Chris began his career with us in ­­­­­­­2013. He received his Bachelor’s degree in Business Management from Lynn University. Chris is responsible for the design and implementation of customized financial plans. Chris is responsible for rollovers & transfers, contributions, and asset logistics. He currently holds his FINRA Series 6, Series 66, as well as his 2-15 Life, Health, and Variable Annuity insurance license, and is actively pursuing the CFP.

Chris is recently married to his wonderful wife, Monica. Outside of work, he enjoys traveling, attending sporting events for the Florida Panthers, and playing the drums for his band, Saved by the 90s.

 
Sawyer Wilson

Sawyer Wilson

Director of Client Relations and Marketing
Office 561-284-8100

Sawyer began his career with us 2016. He graduated from Florida Gulf Coast University with his Bachelor's in Civil Engineering. Sawyer is responsible for onboarding new clients, developing relationships wih current clients, and market research. He curently holds his FINRA Series 6, 66, as well as his 2-15 Life, Health, and Variable Annity Insurance License, and is actively pursuing his CFA designation.

Sawyer enjoys golfing, watching football with his dog, Brady, and the beach on the weekends.

 

David J Siegel, CFP®, CLU®, ChFC®
Financial Advisor


Siegel Financial Group

 

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