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Staff

It is our goal to provide innovative and full scope financial solutions to small business owners, executives and high net worth individuals. Let me introduce you to the other members of the team

Jack David Financial Representative 262-342-0091

Peter Syftestad Financial Representative 414-203-6077

Our Staff

Peggy A David Director of Marketing peggy.david@nmfn.com (414) 203-6016 Peggy's role as Director of Marketing for Prescient Financial Solutions is to use every possible resource to ensure that our clients receive high touch and high class service. Peggy does this by establishing good communication practices with our clients to allow our office to deliver on our promises. She is principal in the development of systems for maintaining client’s information and proper follow up. To efficiently disseminate relevant and timely information to our clients, Peggy works on keeping our website up to date and facilitates monthly e-newsletters. Finally, Peggy coordinates client marketing and appreciation events.

Denise M Janecek Associate Financial Representative denise.janecek@nmfn.com (414) 206-6063 I graduated from the University of WI-Milwaukee in 2001 with a Bachelor's degree in Finance and Marketing. I have been an Associate Financial Advisor with Jerry David since 2003, and I am fully licensed to service the various insurance and investment needs of our clients. Jerry and I will develop solutions to meet your specific needs using Northwestern Mutual's superior products and our years of expertise. Together, we will help you and your family plan to achieve your hopes and dreams for the future.

Matthew W Jablonski Associate Wealth Management Advisor matthew.jablonski@nmfn.com 414-203-6063 Matt assists in the investment management process to provide the highest quality of Investment and Wealth Management Services to our clients. He expedites all investment related forms and obtains proper documentation for ensure strict adhesion to compliance and regulation. He collaborates in the creation and maintenance of Financial Plans and provides front line service for investment and advisory products.

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Prescient Financial Solutions is a marketing name for Jerry J David and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. Jerry J David is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 731 N Jackson St Ste 100, Milwaukee, WI 53202-4697, 414-224-5000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Cornerstone Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jerry J David is primarily licensed in Wisconsin and may be licensed in other states.

CA License: #0f58193

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.