Bill McKernan

Managing Director

My 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.

 
Lee Ann Thompson

Lee Ann Thompson

Director of Operations
Office 561-284-8116

Lee Ann runs the daily operations of McKernan Financial. She 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. She prepares client Personal Planning Analyis' and services clients with their investment accounts.

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

 

 

 
Michael Charles Barson II

Michael Charles Barson II, BBA

Associate Financial Representative
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 T Gilson

Trevor T Gilson

Agent Assistant
Office 561-284-8114

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).

 
 

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