My Team

Raymond Bertasi takes customer service very seriously. So does his staff.

Together, Raymond and his team are committed to providing exceptional customer service to all clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, contact Raymond or a member of his team. They will respond promptly.

Terri Roberts

Terri Roberts

Associate Wealth Management Advisor
Office 501-492-7730

Terri joined the team in April 2005. She obtained her life and health licenses and became contracted as an associate financial representative shortly after starting with Northwestern Mutual. Upon passing the securities exams later that year, Terri became a registered representative with Northwestern Mutual Investment Services, LLC. Through further education, she became an associate wealth management advisor in 2009. Her primary focus is on sales support, customer service, and marketing for Raymond.

Levi Wolters

Levi Wolters

Director of Marketing and Client Services
Office 501-228-9300

Levi obtained his life and health licenses shortly after starting with Northwestern Mutual and became contracted as an Associate Financial Representative. His primary focuses are sales support, client service and marketing.

Levi resides in Benton with his wife, Erin, and daughter, Madelyn. He is a Kansas native and graduate of Kansas State University. Out of the office, Levi enjoys playing golf, watching sports and spending time with his friends and family.


Raymond L Bertasi, CLU®, ChFC®, CFP®, CASL®

Wealth Management Advisor


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