Audrey L Polinsky, CFP®, CLU®, RICP®, CLTC®, J.D.

Wealth Management Advisor

Audrey's Team

 


 
Chance M Carpenter

Chance M Carpenter

Administrative Assistant

Chance Carpenter is Audrey’s Administrative Assistant. Having worked on Audrey’s team since 2012, he tracks case underwriting, assists with client servicing, and maintains office operations. Chance graduated from Indiana University and has over 10 years’ experience in the insurance industry.

 
Ingris Cruz

Ingris Cruz

Associate Financial Representative

Ingris Cruz serves as Audrey’s Associate Financial Representative, and is responsible for the maintenance of Audrey’s calendar, proposal and case preparation, client servicing and account support. She received her degrees in Accounting and Finance, and has been in the financial services industry for over a decade.

 
Alex Velazquez

Alex Velazquez, CFP®

Director of Investment Operations and Services
Office 212-784-5608

Alex Velazquez joined Northwestern Mutual in 2015. He received a Bachelor of Science from the State University of New York at Oneonta. Before joining Northwestern Mutual, he worked at Raymond James Financial and Ameriprise Financial. He holds securities licenses Series 7, Series 63, Series 65, Series 9 and Series 10. He also holds his NY State Life, Accident and Health insurance licenses. Alex grew up in Valhalla, New York and is an avid New York sports fan. He currently resides in Riverdale with his wife Elissa and their dog Lady.

 
 

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