Bill McKernan

Managing Director

My Team

Bill McKernan Team

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.

 
Caroline Paige Navarro

Caroline Paige Navarro

Investment Operations
Office 561-284-8116 ext. 116

Caroline runs the daily operations of McKernan Financial. She graduated from Florida Atlantic University with a Bachelor of Business Administration. Caroline began her career with Northwestern Mutual in 2019 after leaving her career in Commercial Real Estate. She currently holds the Florida Life, Health and Variable Annuity license, in addition to the Series 6 and 63. She services clients’ investment accounts.
 

Caroline is born and raised in Jupiter and currently lives in Palm Beach Gardens with her chocolate lab Zoe. In her spare time, she enjoys riding horses, boating, and cooking.

 
Michael C. Barson II

Michael C. Barson II, BBA

Director of Insurance Operations
Office 561-284-8106

Michael is the liaison between the client and Bill. He graduated from the University of North Florida in 2015 with a Bachelor of Business Administration and studied abroad at the European Business School in Paris, France. Michael began his career with Northwestern Mutual in 2016 and currently has the Florida Life, Health and Variable Annuity license. He prepares all case work for any client phone call or meeting and facilitates the underwriting process with each client.

Michael is from the Wellington, FL area and currently lives in West Palm Beach. Michael is an avid traveler and has been to over 11 different countries. When he isn’t traveling, you can usually find him golfing, boating, or spending time with friends and family.

 
Trevor Gilson

Trevor Gilson

Sales Execution Team Leader
Office 561-284-8100

Trevor is the Sales Execution Team Leader. He graduated from Iona College with a Bachelor’s degree in Chemistry. Trevor began his career with Northwestern Mutual in 2014.  He was a Financial Representative in Connecticut and Manhattan before moving down to Florida three years ago.  He manages the under five year Representatives and also helps develop recommendations for clients as well as running all of the financial analysis’.

Trevor is originally from Connecticut and currently lives in West Palm Beach. Trevor stays as active as possible by playing various sports.  He enjoys spending time on the basketball court and softball field.  When he’s not playing he likes to spend time inside with his puppy Jordy (yes he’s named after Jordy Nelson because he’s a diehard Packers fan).

 
Kyle Steven Rodgers

Kyle Steven Rodgers

Associate Financial Representative
Mobile 631-942-1117

Kyle is an Associate Financial Advisor for Bill McKernan. He graduated from the State University of New York at Cortland with a degree in Secondary Education focusing on Social Studies and Economics. Kyle began his career with Northwestern Mutual in 2017 and currently has the Florida Life, Health and Variable Annuity license as well as a Series 6 and Series 63 securities license. Kyle runs a dual role with McKernan Financial of both bringing in new clients as well as assisting Mr. McKernan with providing the level of servicing and review existing clients have come to expect from Northwestern Mutual.
Kyle is from the Lake Ronkonkoma, NY and currently lives in Delray Beach, FL.  Kyle is bit of a history nerd and when not adding random historical facts into conversation, can be found spearfishing on the weekends and volunteering with the Boca Raton High School lacrosse team in the spring.

 
Lee Ann Thompson

Lee Ann Thompson

Financial Coordinator
Office 561-284-8116

Lee Ann started her career with Northwestern Mutual in 2007 and has held many positions. She currently holds the Florida Life, Health and Variable Annuity license in addition to the Series 6, 63 and 65.

Lee Ann is originally from Orlando and currently lives in Orlando with her son Cody. In their spare time they can usually be found spending time with family and friends. She also enjoys traveling and looks forward to her next adventure!

 
 

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