My Team

As a Financial Representative for the Northwestern Mutual, 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 have a problem or need assistance at any time, please let us know.

 
Jarrett W Tsai

Jarrett W Tsai

Investment Operations Assistant
Office 941-957-4524

Jarrett was born and raised in Bradenton, Florida. Jarrett received his Bachelor’s in Finance from the University of Florida, Go Gators! He started his career at Northwestern Mutual as an intern in 2017, and upon graduating in 2018, he transitioned to a full-time associate financial advisor. After starting full-time, Jarrett had the opportunity to join the Investment Strategy Group as an associate where he assists Kevin Folliet with portfolio management, portfolio analysis, and trading. Jarrett holds his Series 7, Series 63, and Florida 2-15 (Life & Health) License. He currently resides in Sarasota, Florida with his fiancé Jackie. When Jarrett isn’t working he enjoys reading, exercising, studying the financial markets, winter sports, and cooking.

 

Taylor A Forrest

Associate Financial Representative
Office 813-875-2005

Taylor Joined Northwestern Mutual in December of 2016 and worked in the Client Relations Center for 2 years until she started working on our team in the beginning of 2019. She has experience in client relations, operations and investments. She handles the calendar, assists with Investment Cases and servicing clients. Taylor is also 2-15 licensed since 2017 in Life, Health & Annuities.

 

 

 
Kevin Folliet

Kevin Folliet, RICP®

Office 813-426-1029
 

Matthew J Riggs, CFP®, ChFC®
Wealth Management Advisor


Riggs Financial Group

  • Office 813-875-2005
  • Mobile 813-767-5745
  • Fax 813-871-5488

 

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