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.
Hilary Zumont
Associate Financial Representative
With over 10 years of experience at Northwestern Mutual, Hilary focuses on welcoming new clients to our team and assisting with applications, underwriting, and ongoing client service. She is passionate about applying her advanced knowledge to lead clients through the insurance underwriting process as smoothly and efficiently as possible. Hilary has a degree in business administration with an emphasis in marketing from Suffolk University in Boston, MA. Hilary is a California native and currently resides in Newport Beach, CA with her family.
Sophie Hanson
Director of Investment Services
Chelsea McLane
Director of Marketing
Chelsea provides support with several marketing initiatives, including event planning and logistics, flyers, target market sponsorships, advertising, marketing collateral and decks, vendor research, and media relations. Chelsea earned her Bachelor of Arts degree, in Fashion Merchandising, from the University of South Carolina. She brings to the table her interpersonal and communication skills, along with her passion for people.
Network of Specialists
Jimmy J. Cusimano
CFP®, CLU®, ChFC®, RICP®
Disability Income Specialist
I began my career as a financial advisor with Northwestern Mutual in 2007. Since then, my team and I have had the opportunity to help our clients with their planning needs. We specialize in comprehensive financial planning, insurance planning, retirement planning, and investments. We work primarily physicians, accountants, small business owners, and pre-retirees (ages 50-65).
Thomas A Miller
CFP®, ChFC®, CASL®, CLU®, RICP®
Wealth Management Advisor
Tom is a Wealth Management Advisor and Founding Partner of MST Financial. Tom has been a Financial Planner since 1995 after graduating from CSU Long Beach. His practice has evolved over the years to encompass risk management planning, asset management and distribution planning. Personally, Tom has been married to Kathy since 2001 and they are raising their two daughters in San Clemente, Ca.
Tyler F Terry
CLU®
Co-Founder and Private Wealth Advisor
Tyler has spent the last 25 years of his career understanding each client's vision for the future and creating a plan that fits each individual to help protect each family and build a legacy. Tyler also specializes in working with small business owners in planning tailored solutions to help ensure long term financial stability as well as educate on tax efficient strategies.