Stephen P Whittemore, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

My 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, make changes to your current accounts, submit a claim or request any other service, please let us know. We will respond promptly.

 
Susan M Bergamo

Susan M Bergamo

Associate Financial Representative

Office 860 570-7485

Fax 860 540-1286

Susan joined Steve Whittemore's team in 2014, obtaining her Life/Health License the following year. Prior to joining Steve, she worked on the Property & Casualty side of the insurance industry.

Susan's attention to detail, ability to multi-task and varied life and business experience allow her to provide our clients with an exceptional customer service experience. Her ability to effectively communicate with underwriters and clients ensure smooth processing in all facets of new business placement.

Susan's passions include sustainable agriculture, gardening, architecture and interior design. She has 4 adult children, the youngest of whom has special needs. She loves engaging with her daughter in skiing, horseback riding, bicycling and swimming. In her spare time Susan loves to decompress, anywhere on a beach.

 
 

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