Robert P Yerger, CFP®, CLU®, CASL®

Wealth Management Advisor

My Team

With more than 130 years of combined expertise in the financial services industry, the Boxer wealth management team is committed to providing an exceptional experience 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.


My Colleagues

Harvey Boxer

Harvey J Boxer, CLU®, ChFC®, MSFS

Wealth Management Advisor
Office 203-598-0017 x1

Harvey Boxer has been part of the financial services industry and Northwestern Mutual since 1975. He is a graduate of Monmouth University with a Bachelor of Science in Business Economics. He also earned a Master of Science in Financial Services from the American College.

Harvey is a member of the National Association of Insurance and Financial Advisors (NAIFA), National Association of Life Underwriters American Society of CLU, Connecticut Estate and Tax Planning (Former Board Member), and the Northwestern Mutual Life Insurance Company CLU Association (Former Board Member).

Harvey Boxer relocated from New Jersey to Southbury, Connecticut in 1976 with wife, Helen, and daughters Lauri and Suzanne. He is involved philanthropically with the Jewish Federation Foundation, Waterbury Hospital Incorporators, St. Mary´s Hospital, Southbury/Middlebury Jaycees, and the Investment Committee for the Flaglar Hospital, St. Augustine, FL.

Harvey enjoys playing golf, tennis and chess, and hiking and woodworking.

 

John Cluney

John Cluney

Financial Representative
Office 203-598-0017 x 3

John Cluney joined Northwestern Mutual in 2008 as a Financial Representative. John is part of a very successful practice which led the team to be recognized with numerous awards, both locally and nationally. John has developed and given valuable service to his growing clientele.

John was previously an annuity wholesaler for Sun Life Financial in Boston. He currently holds his Series 6 and Series 63 licenses as well as an active Life and Health Insurance Producers License. John is licensed to conduct business in Connecticut along with many other states.

John is a member of the Southbury Business Association and the Waterbury Chamber of Commerce. He also serves on the committee that organizes an annual event for St. Jude Children’s Research Hospital. St. Jude is one of the world’s premier centers for the research and treatment of pediatric cancer and other catastrophic childhood diseases. The event raises $50,000 annually for the St. Jude Hospital. John graduated from Clemson University with a B.S. in Financial Management and went on to get his MBA from Suffolk University. He currently resides in Middlebury.

 
Sue Vindigni

Sue Vindigni

Associate Wealth Management Advisor
Office 203-598-0017 ext. 4

Sue has worked for Harvey Boxer and Northwestern Mutual since 1999 and is currently an Associate Wealth Management Advisor. She holds an active State of Connecticut Life and Health Insurance Producers License as well as Series 7 and Series 63 licenses. Her responsibilities include servicing existing and potential clients with life, disability income, and long term care insurance products. In addition, she serves as the office administrative assistant which includes coordinating license, contracts and continuing education requirements, overall office administration, generating reports and preparing client presentations.

Sue's previous career experience spans twenty years in the areas of human resources, career counseling and academic fields. She actively participates in community and church activities. Her involvement included Christian Youth Groups and Education, Woodbury Food Bank, Boys Scouts of America and the American Cancer Society Relay for Life. She graduated from The University of Connecticut with a Bachelor of Arts degree in Urban Planning. She currently resides in Woodbury for 30 years.

 
 

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