Our investment team
Chad Bell
Certified Financial Planner™ Osaic Institutions Financial Professional
Chad Bell
Experience in investment services: 16 years
NSB employee since: 2004
"I like to think customers choose us because they know we go the extra mile to make sure they are getting the best service and are being provided the right solution."
Clay Bell
Certified Financial Planner™ Osaic Institutions Financial Professional
Clay Bell
Experience in investment services: 16 years
NSB employee since: 2011
"It’s a privilege to participate in helping clients reach their financial goals through the many resources available at Northfield Investment Services."
Terry Schroeder
Investment Services Administrator, Osaic Institutions
Terry Schroeder
Experience in investment services: 8 years
NSB employee since: 1996
"I think customers choose us because of the personal attention, customer service, and smiling faces. Personally, I get great satisfaction from being able to help my co-workers and clients with whatever needs they may have."
Kelley Young
Investment Services Administrator, Osaic Institutions
Kelley Young
NSB employee since: 2014
"We go above and beyond to deliver exceptional service with a personal touch. We put the customers best interest first, ensuring they always feel valued and supported."
