Trevor Flota
Financial Advisor


Physicians Nationwide

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.

 
Judy A Shubert

Judy A Shubert, CLU®, ChFC®, CASL®

Associate Financial Representative
Office 618-589-7013

She holds the CLU®, ChFC®, and CASL® designations, which are professional designations from The American College for individuals who wish to specialize in life insurance and estate planning. She works closely with clients and understands the importance of excellent customer service.  She is responsible for coordination of all plans and serves as the central contact for all questions and services.

In her free time, Judy enjoys spending time outdoors with her family and friends. 

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 
Jeffrey L Jackson

Jeffrey L Jackson

Director of Financial Planning
Office 314-744-5267

Jeff has been with Northwestern Mutual since 2010 and serves as my financial planning associate.  In this role Jeff helps me deliver financial security to my clients by developing personalized financial plans based on my client’s specific goals and needs.  Jeff also consults with me to provide investment product solutions as part of our long-term strategy which is consistent with the goals outlined in the plan.  Jeff holds his Series 7, 66, 6 and 63 registrations and his Missouri life, health and disability insurance license.   Jeff has a Bachelor degree from the University of Missouri-Columbia.  

 
Ashley M Esplund

Ashley M Esplund

Director of Insurance Operations and Services
Office 618-589-7067

Ashley joined the Esplund/Flota team in 2014. She works closely with clients and understands the importance of client service. She plays a key role in meeting preparation along with the design and placement of the life and disability income insurance appropriate for each client from conception, through the underwriting process to delivery.

“I feel that it is rewarding knowing that a family will be taken care of in case of an unforeseen event. I also take pride in knowing that what I do helps to transfer the wealth that someone has worked hard to accumulate to the next generation.”

Ashley is married to Zach and has three children. She enjoys spending time with family, camping, and being outdoors.

 
Amanda L Behrmann

Amanda L Behrmann

Director of Investment Services
Office 618-589-7067

Amanda joined the Esplund/Flota team in 2018 as a Financial Representative Assistant. She graduated from Southern Illinois University-Edwardsville with a Bachelor’s Degree in Business Administration.

She assists Trevor with investment-related processes and helps coordinate the financial planning analyses for Trevor's clients. 

Amanda resides in Albers with her husband and two children. In her free time, she enjoys being outdoors and spending time with her family.

 
 

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