Our Team

team photo

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Ashley Toppel

Ashley Toppel

Director of Client Services
Office 781-224-1635

Ashley joined Sam's team starting as a summer intern in 2017 and began full time in August of 2017 as an Operations Associate. Ashley now manages all insurance underwriting as well as assists with operations and marketing initiatives.

Ashley holds her MA Life, Accident & Health Insurance licenses as well as her Series 7 & 63 securities registrations.

Ashley recently graduated with a Bachelor's degree in Business Administration and Management at Boston University where she was Vice President of Social Responsibility for her sorority. Before attending BU, Ashley grew up in Boca Raton, Florida with her family. Outside of work, Ashley enjoys spending time with friends and her new puppy, Sadie.

How Can Ashley Help?

  • She can direct clients to appropriate resources
  • She can answer any questions regarding insurance underwriting.
  • She can schedule your next appointment with Sam
  • She can assist in taking your insurance and investment applications
 
Amber S Akhtar

Amber S Akhtar

Director of Investment Operations and Services
Office 781-224-1654

Amber initially began her career at Northwestern Mutual in 2014, ultimately joining Sam's team in 2016. After graduating with a degree in communication and business administration from the Universtiy of New Hampshire, Amber was excited to start a career in client services and practice management. 

Amber's primary role involves assiting clients with opening accounts, managing service requests, and overseeing day to day investment operations. Amber also assists with insurance underwriting by coordinating with clients and our underwriters in Milwaukee.

Amber holds her MA and NH Life, Accident & Health Insurance licenses as well as her Series 7 & 63 securities registrations.

In her spare time, Amber enjoys traveling and spending time with her friends and family in her hometown of Portsmouth, NH.

How can Amber help?

  • She services all existing  accounts
  • She can direct clients to appropriate resources
  • She can assist in taking your insurance and investment applications
  • She oversees all insurance underwriting with the home office
 
Jessica M Terranova

Jessica M Terranova

Director of Marketing and Communications
Office 781-224-1616

In March of 2018, Jess began her career at Northwestern Mutual after being referred to Sam by her brother-in-law.  Jess graduated from Endicott College in 2009 and focuses on Marketing and scheduling.  Jess is passionate about promoting our practice and allowing us to help more families and individuals.

Jess was born and raised in Gloucester, MA where she currently lives with her fiancé Jay.  Jess enjoys spending time with her family, especially her nephews Sam and Theo.

Jess holds her Massachusetts life accident and health insurance license.

How Can Jessica Help?

  • She can schedule your next apppointment with Sam
  • She can direct clients to appropriate resources
 
Matthew J Burckhardt

Matthew J Burckhardt

Financial Advisor
Office 617-531-9568

Matt began his career at Northwestern Mutual in 2011 as a college intern.  After graduating from Penn State with a degree in Finance and International Business, he became a financial advisor and ran his practice for 6 years.

In August of 2018, Matt had the opportunity to join Sam's team and expand his client base while helping him live up to the promise of creating and maintaining a concierge level of service.  Matt's primary role on the team is to conduct financial planning reviews for existing clients as well as identify new business opportunities for the team.  He also assists in building out financial plans and analysis.

Matt holds his MA life and health insurance license as well as his series 6,63, and 65 securities registrations.  In his spare time, Matt enjoys spending time with his fiance Ashley and practicing Brazilian jiu-jitsu.

 
Vincenzo Terranova

Vincenzo Terranova

Office 781-224-1657

Vincenzo joined Sam's team in early 2017 after graduating from Boston University with a degree in economics.  While at BU, Vincenzo was a member of the Undergraduate Economics Association. Vincenzo works alongside Sam to help clients reach their financial needs and goals.

Vincenzo lives in Gloucester, Massachusetts and is an avid rower.  When he is not on the ocean, Vincenzo enjoys playing hockey and spending time with his family.

 

Samuel Perry Laorenza, CFP®, CLU®

Wealth Management Advisor

 

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