Staff
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 or request any other service, please let us know. We will respond promptly.
Rose M Fowler
New Business Coordinator
rose.fowler@nmfn.com
813-426-1049
Rosie has been with Jim Erb’s team since 1999. Prior to this she worked for Northwestern Mutual in Chicago since 1995. As the New Business and Customer Service Coordinator, Rosie is responsible for the application process as well as assisting clients with their servicing requests and questions. Rosie also assists clients with their Group Disability Income Insurance plan needs. Rosie holds a Florida State insurance license for Life, Health and Long-Term Care. She also holds her securities license and is an Associate Financial Representative.
How can Rosie help you?
- Schedule appointments
- Welcome referrals & networking opportunities
- Process address changes
- Supply quotes - life, disability income, and long-term care insurance
- Schedule insurance exams
- Provide policy values
- Expedite owner/beneficiary changes
- Process changes to your billing methods
- Facilitate premium payments
- Provide general policy and billing information
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Shelley T Del Castillo
Associate Financial Representative
shelley.delcastillo@nmfn.com
813-426-1050
Shelley has been with Jim Erb’s team since 1996 and has been working in the financial services industry since 1975. Shelley’s primary focus is assisting clients to help ensure that their wealth accumulation needs are handled accurately. Shelley holds a Florida State insurance license for Life, Health and Long-Term Care. She also holds her securities license. She is an Associate Financial Representative.
In her free time, Shelley enjoys golfing.
How can Shelley help you?
- Help open new accounts and mutual fund trades
- Provide investment return and account balance information for portfolio and individual funds
- Help with investment portfolio rebalancing paper work
- Help retrieve account balances off the web
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William J Becker
Associate Wealth Management Advisor
william.becker@nmfn.com
813-426-1051
Bill has been with Jim Erb’s team since 2004 and has been working in the financial services industry since 2000. Bill is a 1999 graduate of the University of South Florida with a degree in finance. Bill’s primary responsibilities include financial analysis and marketing efforts. Bill holds a Florida State insurance license for Life, Health and Long-Term Care. Bill has earned the Certified Financial PlannerTM (CFP®) certification, the Chartered Life Underwriter (CLU®) designation, Chartered Advisor for Senior Living (CASL®) desigantion and is securities licensed.
In his free time, Bill enjoys spending time with his wife, Cristin and his children, Liam and Chloe. Bill is a Past President of the USF Tampa Alumni Chapter.
How can Bill help you?
- Assist with Personal Needs Analyses
- Assist with client meetings, employee benefit and retirement analyses
- Discuss potential rollover opportunities from retirement plans
- Supply quotes - life, disability income and long-term care insurance
- Coordinates marketing efforts for the office
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