James R Corso, CLTC®

Managing Director

My Team

My team and I strive to understand our clients' financial goals and to provide the right solutions at the right time. My team is very dedicated to thorough follow-up and upholds enthusiasm and professionalism in all aspects of the client relationship.




Shelby R Liberman

Planning Associate

Office: (203) 256-2167

Shelby joined our team at the beginning of 2017. She manages all client communication and assists James with any day-to-day office operations. She graduated from Central Connecticut State University with a degree in Art and Marketing. In her spare time, she enjoys hiking with her dog, traveling, and practicing yoga.

Her responsibilies include, but are not limited to:

  • Client on-boarding
  • Coordinating James schedule
  • Assisting with client services
  • Servicing existing policies
  • Marketing and social media initiatives
Daniel J Breton

Daniel J Breton

Office 203-256-2175

Rachel Marie Karchere-Lopez

Director of Operations

Executive Assistant to James Corso


(203) 256-2150




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