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.

Linda Buccilli
CLTC®, LTCP
Managing Director
Linda Buccilli is a Financial Advisor and District Director at Northwestern Mutual. Linda manages a team of fourteen Financial Advisors as well as having a staff of three. Linda’s mission is to help her clients and her community attain financial security for their families and businesses. Because we cannot predict the future, Linda will help prepare for the best and worst case.


Nicholas Swan
ChFC®
Financial Advisor
I enjoy working with driven, successful and caring people of all walks of life that find value in financial education and a comprehensive financial plan that involves protecting against what can go wrong so you can invest for what goes right. My team and I specialize in risk management and wealth accumulation as well as building life-long relationships with our clients.


Joseph A Small
Wealth Management Advisor
I am fortunate to be living my life purpose which was born from my childhood experiences. It has guided all my decisions so far including how I approach my practice. My purpose in life is to help people care for and protect their loved ones and generations to come.