Jesse Alan Hert, CFP®, CLU®, CLTC®

Financial Advisor

My Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

 
Stephen Charles Kennedy

Stephen Charles Kennedy

Practice Manager
Office 561-284-8060

Stephen joined Northwestern Mutual in 2012 in Orlando and relocated to West Palm Beach in August 2014, to become a member of the Warner Financial group. Stephen grew up in Tampa and received his B.S. in Finance at Florida State University. Stephen chose to further his education by continuing to law school at St. Thomas University in Miami, passing the Florida bar in 2008. Stephen's law background has proven useful when handling client insurance and planning needs. His experience with tax, health, estate, and corporate law demonstrates that he is detailed, organized, and works well with clients of different backgrounds. Stephen currently holds the Florida Life, Health, and Variable Annuities license, in addition to the Series 6 and Series 63.

Stephen and his wife, Lisette live in downtown West Palm Beach and love being the parents of a rambunctious Boston terrier named Pete.

 

Shannon Marie Hert

Special Events Coordinator
 

Debbie A Krudis

Branch Office Supervisor
Office 561-284-8054
 
 

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