Staff

Helping you achieve your financial goals is the commitment you have from Eric Magone and his team. They are committed to delivering excellence in client service. Please don't hesitate to contact Eric or Lisa with any questions or concerns.

 
Lisa Begley

Lisa Begley

Associate Financial Representative
Office 513-759-8811

Professional:

Lisa Begley has an absolute wealth of knowledge on the insurance side of our practice and is critical to the insurance strategy and implementation after meeting with Eric. As it relates to clients directly, Lisa can help in the following ways:

 

  • Questions on current insurance policies or coverage
  • Insurance billing, service, or loans
  • Updating insurance beneficiaries
  • Applications for insurance
  • Questions regarding claims
  • Client summary snapshot reports

Lisa is Series 6 and 63 licensed for investments and is Accident and Health, Life, and Variable licensed for insurance. Lisa has been working with Eric since 2013, but brings 20+ years of experience working at Northwestern Mutual for other agencies.

Personal:

Lisa grew up in Cincinnati before receiving her Bachelor of Science in Psychology from Northern Kentucky University. Lisa currently resides in Morrow, OH with her husband Robbie, and daughters Caitlynn and Courtlynn. When Lisa is not in the office, she loves visiting small towns or vacationing.

Fun fact: Although Lisa likes to vacation, she is convinced that the water and creatures who reside in the water do not like her.

 

 
Kevin George

Kevin George

Director of Operations
Office 513-759-8823

Professional:

Kevin George serves as an extension of Eric. Whether you are between meetings or need something urgently, Keving can help you with the following:

  • Investment concepts or savings strategies
  • Insurance concepts or strategies
  • Requesting rollovers
  • Website assistance

Kevin is Series 7 and 66 licensed for investments and is Accident and Health, Life, and Variable licensed for insurance. Kevin has been working with Eric since 2013.

Personal:

Kevin grew up in Cincinnati before attending Mount Vernon Nazarene University and receiving his Bachelors of Science in Financial Management. Kevin resides in West Chester with his wife Andrea, daughter Phoebe (March '15), and Ezekiel (April '17). When Kevin is not in the office, he is spending time with his family or playing various competitive sports around the city.

Fun fact: Kevin purchased his first stock in 6th grade.

 
Bridget Nealis

Bridget Nealis

Investment Assistant
Office 513-759-8822

Professional:

Bridget Nealis is our back office investment and planning guru who is doing a lot of the legwork for what you see in your meetings with Eric. As it relates to clients directly, Bridget can help in the following ways:

  • Updating your planning analysis
  • Questions on investment paperwork
  • Changing beneficiaries on investment accounts
  • Updating contributions or making one-time contributions to investment accounts

Bridget is Series 7 and 63 licensed for investments and is Accident and Health, Life, and Variable licensed for insurance. She has been working with Eric since 2016 after gaining six years of experience in the banking, insurance, and investment industries.

Personal:

Bridget grew up in the Cincinnati area and holds a Bachelor's of Business Administration degree in Finance from the University of Kentucky. When Bridget is not at the office she is outside either running with her dog or spending time with her family.

Fun fact: Bridget volunteers annually with the National Spelling Bee and you may see her on tv escorting kids on or off stage during the event.

 
Salena Brooke Burg

Salena Brooke Burg

Associate Financial Representative
Office 513-759-8814

Professional:

Salena Burg is the newest addition to our team but she comes with great experience. Salena helps our team with all things insurance, investment, planning, and scheduling. As it relates to clients directly, Salena can help with:

  • Questions on current insurance policies or coverage
  • Insurance billing, service, or loans
  • Updating beneficiaries on insurance and accounts
  • Applications for insurance
  • Client summary snapshot reports
  • Updating your planning analysis
  • Questions regarding claims

Salena is Accident & Health, Life, and Variable licensed for insurance. Salena has been working with Eric since 2017, but owned her own Northwestern Mutual insurance business for 2 years prior to joining our team.

Personal:

Salena was born and raised in Cincinnati before attending the University of Cincinnati for five years. She graduated in 2016 with a Bachelors of Business Administration in Finance, a Bachelors of Business Administration in International Business, and a Minor Certificate in Professional Sales. When Salena is not in the office, she enjoys spending time with her family, traveling, and crossing things off her bucket list.

Fun fact: Salena is totally obsessed with Christmas.

 

Eric A Magone

Financial Advisor

 

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