My Team

As a Financial Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

Lisa Highet, B.A., MBA

Associate Financial Representative
Mobile 914-367-0962

As Jeff's New Business/Investment Coordinator, Lisa handles all new business activities, from application to policy, until the final decision from the underwriting department has been made.  Lisa also oversees and directs all investment applications and accounts. 

Lisa began her career as an Equity Analyst in New York, New Zealand and Australia, and joined Northwestern Mutual in 2006.  Lisa is a qualified insurance agent as well as a registered representative of FINRA. 

Lisa holds a BA in Pyschology from the University of Wisconsin - Madison, and an MBA in Manufacturing from Victoria University of Wellington, New Zealand.

You can reach Lisa directly by phone or email.

 

 

 

Shelley Byer

Marketing Coordinator
Office 914-367-0961
As Jeff's Marketing Coordinator, Shelley is responsible for all client data, sales cycle and activity tracking, as well as maintaining this website.  Shelley helps to reinforce and build client and prospect relationships by meeting the distinct needs of Jeff's clientele to achieve an efficient and effective practice.
 
Shelley holds a BA in Economics from New York University.
 
You can reach Shelley directly by phone or email.  
 

Trudy M Zorn

Client Service Manager
Office 914-367-0960

As Jeff's Client Service Manager, Trudy handles all customer service, assisting clients with questions regarding billing, loans, in force ledgers, and all policy related issues.

Trudy holds a bachelor's degree in Business Management.

For fastest attention to service issues, please contact Trudy directly by phone or e-mail.

 

Jeffrey G Zorn, CLU®, ChFC®

Financial Representative

 

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