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
Our Staff
Peggy A David
Director of Marketing
peggy.david@nmfn.com
(414) 203-6016
Peggy's role in our operation is to be sure that we 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 provide the best possible service. 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.
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Jessica A Unger
Associate Financial Representative
jessica.unger@nmfn.com
414-203-6016
Jessica coordinates and disseminates all incoming calls, correspondence and information. She manages all aspects of risk management service, expediting, follow up and workflow. She collaborates in scheduling appointments and assists in preparation for each meeting.
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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.
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