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.
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.
Jeff Burch
CLU®, ChFC®, CASL®
Financial Advisor
I've been helping clients take control of their financial futures for over 15 years. I work in partnership with my clients to develop, implement and monitor a customized financial plan based on their unique situation and goals for the future. Let me help you achieve a lifetime of goals.
Scott J Sernett
CFP®, CLU®, ChFC®, AEP®
Estate & Business Planning Specialist
For over twenty years, Sernett Wealth Management has specialized in the unique needs of the Medical, Executive, Retirement, and Business markets. We take complex problems and solutions and turn them into a manageable process to simply your financial life. Give us a call to see if our team of dedicated professionals can help your family or business reach your most important goals and objectives!