My Team

Our dedicated staff is always available to handle any of your questions that may arise.  Below you will find a listing of the team to help you in your time of need. We place a strong commitment on customer service. Please feel free to contact the appropriate member of our team to address your needs.

 

 
Laura Beth Dose

Laura Beth Dose

Director of Operations

Laura Beth graduated from the University of Florida in 2013 with a Bachelor of Arts in Economics and a minor in Family, Youth, and Community Sciences. She began her career at Northwestern Mutual in Gainesville, FL in 2015 and joined Menke Financial in 2016. In her spare time, she enjoys spending time with her husband, Michael, and their beautiful daughter, Ellie.

 
Kayla R Matter

Kayla R Matter

Director of Marketing and Client Services
Office 727-803-1151

Kayla joined Menke Financial in 2017! Prior to joining the team, she worked with an advisor at Northwestern Mutual in St. Louis, MO. She graduated from Southeast Missouri State University in 2010 with a Bachelor of Science in Integrated Marketing Communications. Kayla holds her Florida 215 license, as well as the Series 6 and 63 securities registrations.

Kayla and her husband, Matt, moved to St. Petersburg in May of 2017 from Missouri, when her husband got a promotion with his company! When she’s not working, Kayla enjoys exploring her new home town and spending as much time outdoors as possible with Matt and their dog, Trixie.  

 
Dylan J Habeeb

Dylan J Habeeb, CLU®, ChFC®, CFP®

Director of Investment Services
Office 813-875-2005

Dylan has been with Northwestern Mutual for more than 10 years. During his tenure with the company Dylan has served as a registered financial representative, as well as an associate on an Executive Benefits Team helping clients with Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) plans. Dylan holds his Series 7, Series 63 and Florida 2-15 (Life & Health) License.

Dylan also has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College, and is a board Certified Financial Planner (CFP®). Dylan has a Bachelor’s degree in Finance from the State University of NY at Oswego.

Dylan helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals!

 
Toriano Faulkner

Toriano Faulkner

Manager, Investment Operations
Office 813-875-2005

Tori joined Northwestern Mutual in May 2015 as a Financial Planning Paraplanner.  He also holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License.  Tori has over 20 years of financial services experience specializing in Investments and Financial Planning.   Tori has a Bachelor’s degree in Operations Management from the University of Florida.  He enjoys traveling, especially cruising, going to sporting events and spending quality time with his wife, Kristi, and his children (Zachary and Sarai).

Tori helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals 

 
Angelina Leonetti

Angelina Leonetti

Chief Marketing Officer
Office 813-875-2005

Angie started her career with Northwestern Mutual in 2015. She has 15+ years of expansive, proven experience in all aspects of corporate marketing including branding, customer relations, creative team leadership, advertising and media relations. She is responsible for utilizing strategic marketing and media strategies to help Taylor Financial Group reach our growth goals.

She is the co-chair of the community action committee in which she spearheads fundraising and awareness for Alex's Lemonade Stand Foundation as well as local organizations that support pediatric cancer families. She resides on the Corporate Advisory Committee for Johns Hopkins All Children's Hospital and is involved in a number of other local non-profit organization in Tampa Bay. In her spare time, Angie loves to travel, attend sporting events and spend quality time with friends and family.

 

Kyle Menke, CFP®, CLU®, ChFC®, CASL®, RICP®
Financial Advisor


Menke Financial

 

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