Mark J Krowiak
Wealth Management Advisor|CLU®, ChFC®
Providing expert guidance to help you achieve a lifetime of financial security
Meet the Team
Our mission is to understand you and what matters most. We realize that when you become a client, you place your trust in us to help make your vision a reality. Our team is dedicated and focused on understanding how to achieve this goal.
Team Members
If you need to schedule an appointment or request any other service, please call or email us. We will respond as promptly as we can.
Lucas R. Zabel
Associate Wealth Management Advisor
Lucas began his career in financial planning with Northwestern Mutual in 2013 and joined the team in 2015 as an Associate Wealth Management Advisor. His responsibilities include preparing individualized personalized financial plans, constructing investment proposals to ensure proper asset allocation, and facilitating all aspects of operations to satisfy our client's needs.
Lucas is a graduate of Rutgers University and he is an Associate Financial Advisor of Northwestern Mutual Investment Services, LLC maintaining the Series 7 and 63 securities registrations and his Life, Accident & Health insurance licenses.
Margot Cerutti
Chief Operations Officer
As our Chief Operations Officer, Margot joined the team in March 2021 after moving to the Princeton area from New York City. She brings with her over 20 years of experience working in high volume sales and workflow management. Her extensive experience in customer service also allows her to quickly identify the needs of our clients and she understands the importance of earing trust and building relationships.
Margot is a graduate of Boston University, and she is an Associate Wealth Management Advisor of Northwestern Mutual Investment Services, LLC, maintaining the securities Series 7 and 63 registrations and her Life, Accident & Health Insurance license.
Get to know my dedicated 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.
