Samuel Laorenza, CFP®, CLU®, RICP®
Wealth Management Advisor


Omni Wealth Management

Team Members

team photo

Our Team

To best serve our clients, we have built a dynamic and diverse team. Our team values are personal growth, education, and community. We work to create an inclusive culture with each team member providing a unique perspective and valuable insights. Through investing in the growth and development of our team, we are committing to the ongoing promise we make to our clients to help them achieve financial security.

We are grateful to come to work every day to help others achieve their goals and we recognize that not everyone is as fortunate. Our team dedicates time regularly to volunteer at local organizations to serve the underprivileged, and a portion of our profits each year are reinvested in the community through charitable donations.

 
Amber S Akhtar

Amber S Akhtar

Director of Operations
Office 781-224-1654
 

Katina Schultz

Executive Assistant
Office 781-246-1010
 
Ashley Toppel

Ashley Toppel

Director of Client Services
Mobile 561-716-0687
 
Matthew J Burckhardt

Matthew J Burckhardt

Associate Financial Representative
Office 617-531-9568
 

Corey T. Creel, MBA

Financial Planning Analyst
Office 781-224-1619
 
Christopher Ray

Christopher Ray, CFA®

 
Vincenzo Terranova

Vincenzo Terranova

Financial Planning Analyst
Office 781-224-1657
 
 

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