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Staff

As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Heather L Allen
Administrative Assistant
heather.l.allen@nmfn.com
(919) 834-7772

Heather oversees and directs all new business activities, from application to policy, until the final decision from the underwriting department has been made. She also handles all customer service, assisting clients with questions regarding billing, loans, in force ledgers, and anything policy related.

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. David L Bernhardt is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC, 4020 Westchase Blvd 2nd Floor # 275, Raleigh, NC 27607-3938, 919-834-7772, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Carolina Condrey Group are not broker-dealers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

David L Bernhardt is primarily licensed in North Carolina and may be licensed in other states.

CA License: #0C93521

David L Bernhardt, CLU®

Financial Representative

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David L Bernhardt, CLU^®

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