Tony Jelso
Financial Advisor|ChFC®, CLTC®
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 your accounts or policies, please don't hesitate to contact us.
Lindsey Strand
CFP®, RICP®
Director of Wealth Management
Lindsey studied Business Administration with an emphasis in Finance at California State University San Marcos. Lindsey joined Tony’s team as an Associate Financial Representative where she prepares comprehensive financial plans and supports investment operations. Lindsey holds her Series 7, 66, Life and Health insurance licenses and RICP® designation. She and her husband, Thomas, enjoy traveling and spending time with their two daughters.
Paul Wayne Masick
Marketing and Client Relations Manager
Paul is a registered Associate Financial Representative and has been with Northwestern Mutual since 2004. He has attained his Series 7, 6, 63 and state Life and Health Insurance license. Paul is responsible for leading the marketing and communication efforts on Tony's team. These responsibilites include coordinating, overseeing and implementing all aspects of marketing and communication between Tony and his existing and future clients.
Paul may work directly with you to:
- Coordinate all meeting and account reviews.
- Obtain and prepare information for client meetings.