Your Dedicated Team

Our attention to client service is what sets us apart. Our team practices goal-based financial planning in the unique context of each client’s vision for the future. We recommend innovative, educated, and researched strategies tailored to your lifestyle and goals

Photo of Managing Director Jesse May

Jesse May

Managing Director

Managing Director of Northwestern Mutual Princeton, NJ - With over 25 years of experience in the financial services industry, I have dedicated my career to serving my clients and developing advisors. My approach extends beyond money management; I offer comprehensive planning with a wide array of investment strategies and risk management solutions tailored to meet the unique needs of each client.
Photo of Chief Supervision Officer Kristin Helm

Kristin Helm

Chief Supervision Officer

Photo of New Business Coordinator Jolena Damore

Jolena Damore

New Business Coordinator

Photo of Michael Murray

Michael Murray

CFP®, CLU®, ChFC®, RICP®, WMCP®