Richard Steiner, CFP®

Managing Director

My Team

My main goal is to go above and beyond to help clients with their financial needs in the best way possible. However, during this process, I have the help of my team.

In our offices, the most important visit is the one from a client. We make sure that each of our clients knows that its a pleasure to be given the opportunity to be of service to them. We do not treat customer service as a department but as an attitude. This team’s priority is client satisfaction and to provide exceptional customer service to all our clients. They are here to ensure that from the moment you get on the phone or step into our office, you have a positive experience. When you walk in you are greeted with a smile, and you leave with a smile. 

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


Jennifer Mercado

Associate Financial Representative
Connor G Caple

Connor G Caple

Associate Financial Representative
Office 305-405-3600

Tracy A Byrd

Sales Execution Team Leader
Office 305-405-3625

Samantha A Maldonado

Sales Execution Team
Office 305-405-4601

Yohander Jimenez

Sales Execution Team
Office 305-405-3602

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