Get to know my dedicated team
Collectively, our team has the expertise to help ensure you and your business get the most comprehensive financial planning you need to achieve your financial goals. 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.
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 with primarily physicians, accountants, small business owners, and pre-retirees (ages 50-65).
Thomas A Miller
CFP®, ChFC®, CASL®, CLU®, RICP®
Financial Representative
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®
Estate & Business Planning Specialist
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.
Keith Wagner
CLU®
Wealth Management Advisor
An industry leader in financial planning, wealth management and insurance advisory services, our mission is to provide holistic planning for our clients, which incorporates all aspects of one’s professional and family goals. Please visit our website to learn more about our team.
James Kenneth Verzino
ChFC®
Managing Partner
I help families, individuals, and businesses achieve financial success with a strong, personalized plan. I specialize in helping my clients manage risk and invest appropriately based on their goals. I believe that implementation is everything and I’m here every step of the way to educate my clients and help them take control of their financial future.
Daniel J. Rooney
Managing Director
As a Financial Advisor, Daniel is committed to being a valued resource for his clients. His goal is to educate and empower them to take action and make wise financial decisions. He often partners with medical device sales professionals, physicians, lawyers, tech professionals, and business owners to steer them towards financial success.
Andrew Atakpo
Financial Advisor
As a financial Advisor, my passion is helping my clients mitigate and eliminate income taxes. My team and I work best with Doctors, small to medium sized business owners, as well as Tech professionals. We assist in helping bring Financial clarity in an uncertain world.
Janna Rezzonico
Financial Advisor
With each introduction, I do my best to understand your personal, professional, and financial goals to prepare customized, comprehensive solutions that match your current and future needs. I focus on developing strong, long term relationships with my clients built off trust, integrity, and confidentiality.
Kyle B McCabe
CFP®, RICP®, ChFC®
Financial Advisor
My main motivation from a broad perspective is to helps others discover and amplify the life that they desire. What I'm told is where I bring the most value is providing and offering my in depth research not only in investments and insurance but also in numerous other areas of personal finance.
Frederick Lopez
ChFC®
Financial Advisor
First and foremost, I want to acknowledge that you are taking one of the most important steps in your financial future to seek guidance to help you achieve your financial goals. My wife and I recently started our family by welcoming our two new babies, and we understand the importance of compassionately caring with my clients about their financial future. I look forward to being of value to you.
Jessica Martini
Financial Advisor
My financial practice is based in Long Beach, though my clientele are nationwide. I am passionate about volunteering with industry associations and organizations that support women's initiatives. My goal is to educate and empower professionals through the practice of financial planning, and I have been fortunate to be able to share my knowledge at various seminars with Fortune 500 companies.
Heather Courtney Quinn
ChFC®, CFP®
Wealth Management Advisor
The financial services I offer are unique because you are unique. I aim to serve as your strategic partner in creating a plan that fits your life, your timeline, and your vision. As an expert in tax efficiency, risk management and optimized wealth accumulation, I will serve as a guide and an educator when helping to establish the plan that works best for you.
Lupita Lechuga
RICP®
Financial Advisor
My purpose is to lead individuals and families into making intelligent financial decisions allowing them to feel confident in their financial state and closer to reaching their long-term goals. Licensed to offer life insurance and securities. Also earned my RICP® (Retirement Income Certified Professional). Schedule a meeting with me today