Kanan Sachdeva, MBA

Financial Representative

My Team

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 need assistance at any time, please let us know. We will respond promply.

 

Brianna Barket

Director of Operations
Office 508-251-7200

Brianna is our Director of Operations. She takes care of all the back end office related matters and makes sure our practice runs and operates smoothly. She is a perfectionist and very detail oriented. With her thorough knowledge about our business and operations, she is a huge asset for our practice. Brianna truly cares about our clients and is dedicated to helping them. Her passion for marketing and superior client experience makes her an invaluable member of our team.

 

Jason Charles Brennan

Office 781-237-7070

Jason is our Financial Planning Assistant. He is responsibe for the overall planning process. He builds your initial financial plan and consistently updates it based on life changes and adjusted priorities. Jason truly cares about each client. His plans make your most important descisions less stressful by creating clarity around what's possible, and he customizes each plan to optimize your results. His in depth knowledge; along with thorough and comprehensive understanding of financial planning process, make Jason an invaluable member of our team.   

 

Rachael Ann Miller

 
 

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