Get to know my dedicated team

Dana and his team serve their clients in the high net worth, business and estate markets.

Photo of Associate Financial Representative Valerie A Ducey

Valerie A Ducey

CLU®

Associate Financial Representative

Network of Joint Work Partners

I work closely with a number of established Northwestern Mutual Advisors who bring me into their business and estate planning client situations to help with the planning for these individuals and business.

Photo of Wealth Management Advisor Kate Kane

Kate Kane

CLU®, ChFC®

Wealth Management Advisor

Photo of Founder & Wealth Management Advisor Bilal Afolabi

Bilal Afolabi

CFP®, ChFC®

Founder & Wealth Management Advisor

I am a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and I hold Series 7, 6, and 63. I also have my Accident, Health, Life, Variable Life, & Variable Annuities license. Our clients value professional guidance in making their family’s vision a reality through education and planning. Welcome to Chosen Advisory Group; we are here to serve you.

Photo of Wealth Management Advisor Bradley S. Bedell

Bradley S. Bedell

Wealth Management Advisor

Brad is a Wealth Management Advisor and has been with Northwestern Mutual for over 30 years. Brad listens, clarifies and helps prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future. Brad and his wife Claudyne reside in New Jersey with their four children Luke, Emma, Hannah, and Owen.

Photo of Principal and Wealth Management Advisor Brian M Jones

Brian M Jones

CPA, PFS, CFP®, CLU®, CLTC®

Principal and Wealth Management Advisor

Our Team is a specialized fee-based professional team, with backgrounds and experiences including CFP®s, MBAs, CPA®, CLU®s, CFAs, CLTCs, JDs, investment and retirement specialists. We create well-coordinated planning, investment, and risk management strategies for our valued clients, businesses and families throughout the USA. Contact us to schedule a complimentary meeting!

Photo of Financial Advisor Shawn P Cullen

Shawn P Cullen

CLTC®

Financial Advisor

"I help people prepare for a sound financial future while protecting their loved ones in the present. I also look to attract and recruit potential leaders with the same goals as I personally have for myself, my family, and my clients."