Our Team

Jeff Gayonski takes customer service very seriously. So does our team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let them know. They will respond promptly.

 
Kevin George

Kevin George

Director of Operations
Office 513-759-8823

Professional:

Kevin George serves as an extension of Jeff be it from a planning and strategy perspective or as an ambassador for the West Chester Office. Whether you are between meetings or need something urgently, Kevin can help you with the following:

  • West Chester office related items
  • Investment concepts or savings strategies
  • Insurance concepts or strategy
  • Website assistance

Kevin is Series 7 & 66 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. Kevin has been working with Jeff since 2009.

Personal:

Kevin grew up in Cincinnati before attending Mount Vernon Nazarene University and receiving his Bachelors of Science in Financial Management. Kevin resides in West Chester with his wife Andrea, daughter Phoebe (March '15), and Ezekiel (April '17). When Kevin is not in the office, he is spending his time with his family or playing various competitive sports around the city.

Fun fact: Kevin purchased his first stock in 6th grade.

 
Lisa Begley

Lisa Begley

Associate Financial Representative
Office 513-759-8811

Professional:

Lisa Begley is an absolute wealth of knowledge on the insurance side of our practice and critical to the insurance strategy and implementation after meeting with Jeff. As it relates to clients directly, Lisa can help in the following ways:

  • Scheduling appointments
  • Questions on current insurance policies or coverage
  • Insurance billing, service, or loans
  • Updating insurance beneficiaries
  • Applications for insurance
  • Questions on claims
  • Client summary snapshot reports

Lisa is Series 6 & 63 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. Lisa has been working with Jeff since 2016, but brings 20+ years of experience working at Northwestern Mutual for other agencies.

Personal:

Lisa grew up in Cincinnati before receiving her Bachelor of Science in Psychology from Northern Kentucky University. Lisa currently resides in Morrow, OH with her husband Robbie, and daughters Caitlynn and Courtlynn. When Lisa is not in the office, she loves visiting small towns or vacationing.

Fun fact: Although Lisa likes to vacation, she is convinced that the water and the creatures who reside in the water do not like her.

 

Jeffrey J Gayonski

Wealth Management Advisor

 

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