Our Team

 
David J Siegel

David J Siegel, CFP®, CLU®, ChFC®, RICP®

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 earned his CERTIFIED FINANCIAL PLANNER™ certification 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 the Siegel Financial Group in 2013 where he designs and implements customized financial plans. Chris received his B.S. in Business Management from Lynn University which has influenced his role at our firm where he is responsible for 401k rollovers, investment account transfers, setting up systematic contributions, and other logistics to help fulfill the financial needs of our clients. 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 more industry knowledge to better serve clients.

 

Outside of work, Chris enjoys spending time with his wonderful wife, Monica. His passions include traveling, attending the Florida Panthers’ hockey games, and playing the drums for his band, Saved by the 90s.

 

 

Tanner J Gabriel

Associate Wealth Management Advisor
Office 561-300-0322

Tanner Gabriel joined the Siegel Financial Group as an Associate Financial Representative in 2021. He received his B.S. in Finance from The University of Central Florida and began his career in the industry as an intern with Northwestern Mutual while studying in Orlando. This helped shape the foundation and knowledge base to coordinate financial plans for clients. Tanner's main responsibilities include onboarding new investment clients, portfolio analysis, managing underwriting, and scheduling annual client reviews. Tanner currently holds his FINRA Series 7, Series 63, and 2-15 Life, Health, and Variable Annuity Insurance license.

Tanner currently resides in Jupiter, Florida and when he is not working, he enjoys spending time with friends and family, working out, and cheering for his favorite sports teams - specifically his hometown Miami Heat and Dolphins.

 

 

David J Siegel, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Siegel Financial Group

 

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