My Team

My team and I look forward to the opportunity to help build your plan and secure your financial future. Learn a little bit about them and how they can help you below.

 

Katrina L Jones

Associate Wealth Management Advisor
Office 407-754-0523

Katrina joined Northwestern Mutual in 2014, and has been a part of our team since early 2015. She's had a passion for financial planning since her teens, which is evident in her drive and efforts to help our clients meet their goals. Throughout her time here, she has amassed a great knowledge and understanding of Northwestern Mutual products and services, both in the personal and business markets.  Her main focus is to help our clients build and implement their financial plans by helping them satisfy their preliminary and ongoing needs. Katrina currently holds her Series 7, 6 & 63 Securities licenses, as well as her Florida 2-15 Life, Health, and Variable Annuities license. She is also qualified in Disability and Long Term Care Insurance.

 

A Florida native, Katrina grew up in Palm Beach County and developed a love for the ocean. In her free time, she enjoys going to the theme parks, kayaking, and watching movies with her boyfriend, Tash, and playing with her dog, Kaia.

 

How can Katrina help you?

  • Financial Planning Analysis
  • Life Insurance and Investment Onboarding
  • Ongoing Policy and Account Servicing
 

Lynn Maureen Effer

Associate Wealth Management Advisor
Office 407-440-6010

Lynn has been with our team since 2016 with approximately 20 years of experience in Financial Services.  She has worked with Northwestern Mutual since 1998.  Lynn is well versed in many aspects of Northwestern Mutual’s products and services.  Lynn’s main focus is to provide the highest level of service for our clients, which includes coordinating events and implementing new ideas.  Her friendly attitude and great communication skills enable her to assist our clients with any questions for a prompt and accurate solution.  Lynn currently holds her Series 7 and 63 Securities license, as well as her Florida Life, Health, and Variable Annuities license.  This includes Disability insurance.

 

Lynn is originally from Canada, but came to the United States some time ago. She has two daughters, Lauren and Lacey, and a young grandson named Jayce. She enjoys being outdoors, playing golf and spending time with her family and friends.

 

How can Lynn help you?

  • Scheduling Appointments
  • General Questions
  • Maintaining Client Relationships
 

Adam David Harris

Financial Advisor

  • Office 407-447-4223
  • Mobile 850-258-9062
 

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