Roger Sverre Machlin, CFP®, MSFS, CLU®, ChFC®, CIMA®

Wealth Management Advisor

My Team

Roger Machlin takes customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Debbie L. Tanner

Debbie L. Tanner

Associate Wealth Management Advisor
Office 813-426-1364

Agent Bio

Debbie Tanner has been in the financial services industry since 1996. She worked for several firms before joining Northwestern Mutual in July of 2013. She is responsible for all investment operations and looks forward to helping you with any questions or concerns.

Debbie has her Florida 2-15 Life, Health and Annuity License along with a Series 7, 63 and 65 securities licenses.

Debbie is originally from Philadelphia and moved to Florida after getting married. She enjoys reading, travel and spending time with her husband, Jim and their 3 Boston Terriers, Bonny, Otto and Baron.

 
Jose Miguel Valdez

Jose Miguel Valdez

Associate Financial Advisor
Office 813-426-1091
Agent Bio

Jose Valdez has been in the financial industry since 2013. Jose worked at T. Rowe Price as a 401k Service expert before transitioning to Northwestern Mutual in 2019. He is responsible for mutual funds investment operations, life insurance, disability and annuities operations. Jose looks forward to assisting you with your questions and concerns.

Jose has his Florida 2-15 Life, Health and Annuity License along with FINRA's Series 6 and 63 securities registrations.

Jose was born in the Dominican Republic and raised in the Bronx, NY. He served in the United States Marine Corps as an Artillery Cannon Crewman. He now resides in Tampa,FL and enjoys fishing and working on cars.

 
 

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