Robert P Yerger, CFP®, CLU®, CASL®

Wealth Management Advisor

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
harvey.boxer@nm.com
(203) 598-0017 x 1

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.

 

Denise HaganDenise Hagan, ChFC®, CLU®, RHU®
Wealth Management Advisor
denise.hagan@nm.com
(314) 567-6797

In a field where fewer than 8% of financial advisors are female (Firms Rally for Female Adviser Advancement, Investment News, June 16, 2013), Denise has been helping people understand how to improve their financial situations since 1980. She joined Northwestern Mutual as a Wealth Management Advisor in 2014. Denise earned a bachelor’s degree from Washington University in St. Louis and has additional post-graduate studies in marketing and management.

Denise specializes in working with successful women who are facing more complex financial decisions than they may have dealt with in the past.  She sits at the same side of the figurative table as her clients. And she listens. She takes the time to understand who her clients are, what they believe in, and what they want to accomplish.

Denise was a former invitee of the Barron's Winners Circle Top Women Advisors Summit. She is a member of the Estate Planning Council of the Fun Coast and has been a guest speaker for various civic and professional organizations.

She enjoys making hand-made soaps from herbs she grows in her garden, reading about Florida history, creating pottery, and baking sugar-free desserts. Denise also enjoys music, photography, art, football, playing tennis, and running.

She and her husband, Ed, live in The Hammock in Flagler County, Florida.

 

John Cluney

John Cluney
Financial Representative
john.cluney@nm.com
(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
sue.vindigni@nm.com
(203) 598-0017 x 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.

 
 

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