Felix Tuccillo III
Wealth Management Advisor|CFP®, ChFC®, CLU®, CASL®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Felix Tuccillo III
CFP®, ChFC®, CLU®, CASL®, RICP®
My team and I specializing in working with individuals, families, and business owners. We build holistic financial plans that includes, but is not limited to insurance planning, tax efficient savings strategies, retirement planning, education planning, and business succession planning. We look forward to working with you and your families for generations to come.
Jason C. Olenski
CFP®, CLU®, CASL®, ChFC®, RICP®
Life Insurance Specialist
When it comes to his clients, Jason refuses to leave a single stone unturned -- crafting a sturdy and smooth walking path to brighter financial futures for his beloved clients. Along with planning, Jason is an exceptional communicator. He is ultra-effective at taking complicated financial topics, boiling them down to their simplest forms and communicating them in easy to understand ways.
Jay C Burgman
CFP®, AEP®
Wealth Management Advisor
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances.
Tyrel D Jensen
CFP®, ChFC®
Wealth Management Advisor
As someone who holds the CFP® (CERTIFIED FINANCIAL PLANNER™) designation, I take pride in providing comprehensive planning solutions for our clients. We do this by first learning about your important goals and dreams, and then by providing a customized financial plan that details where you are already doing well and where there might be room to improve. I'm backed by a great team that ensures all of our clients receive top-notch service.