My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Karen Champagne

Karen Champagne

Director of Operations
Office 504-620-6688

Karen Champagne has worked with me since February 1995. She manages the day to day operation of my office and is responsible for case preparation for client meetings.

Karen has a Bachelor of Science degree from Southeastern Louisiana University.  She holds a Louisiana Life and Health Insurance license, a Series 6 registration and a Long Term Care Insurance certificate.

Tracy A Dash

Tracy A Dash

Marketing and Client Relations Manager
Office 504-620-6690

Tracy Dash has worked with me since December 2008.  She is responsible for marketing and oversees cases during the underwriting process.  She also assists clients with service-related needs and schedules client meetings.

Tracy has a Bachelor of Arts degree from Tulane University.  She holds a Louisiana Life and Health Insurance license, and Long Term Care Insurance certificate.


Rick Romano, DDS, CLU®, ChFC®, RICP®, CFP®
Wealth Management Advisor

Physicians Nationwide


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