Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
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 collegian 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 exercising, travelling, 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.

 
Jessica Moberg

Jessica Moberg

While attending college, Jessica began her career as an intern in 2016, and became a full-time associate soon after. She currently maintains her FINRA Series 7, Series 66, and the 2-15 Life, Health, and Variable Annuity insurance licenses. She works closely with Chris in developing comprehensive financial plans, portfolio analysis, and investment recommendations. Jessica functions as the Chief Operations Officer, and is responsible for scheduling, underwriting, and creating the ideal client experience.

In her free time, Jessica’s hobbies include reading, creative writing, and spoiling her border collie, Lola.

 

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


Siegel Financial Group

 

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