My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service 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.

 
Carlos Baron

Carlos Baron

Director of Investment Operations

Carlos graduated from the University of California at Riverside in 2011, obtaining bachelor’s degrees in both Political Science and History. Joining our team in 2015, Carlos manages all investment operations for our practice and works side by side with Ben to ensure that all of our clients receive only the highest quality of service.  In his free time Carlos enjoys rock climbing and being outdoors.  His notable personal achievements include a thru-hike of the Pacific Crest Trail and climbing The Nose of El Capitan and The Northwest Face of Half Dome in Yosemite Valley, CA.   

- CA Life and Health Insurance Licensed

- FINRA Series 6, 7, and 63 Licensed     

 

Stella Y Yeo Shin

Director of Insurance Operations and Services
Office 401-457-2987

With a bachelor's of science in International Relations and Math Finance from the University of Southern California, Stella has both formal education and professional experience in the business and financial fields. Stella joined our practice in July 2012 to oversee insurance operations and quickly became an indispensable member of our team, ensuring all of our risk management clients receive outstanding and timely service.  In her free time Stella enjoys hiking and volunteering at her local children's hospital through Project Sunshine, a nonprofit organization that provides free educational, recreational, and social programs to children and families living with medical challenges. 

-CA Life and Health Insurance Licensed 

 

Benjamin Scott Britt, CLU®, CFP®

Wealth Management Advisor

 

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