Staff

Our Team

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 Prescient Financial Solutions team.


Jerry David, MBA, CLU®, CFP®, AEP®

Wealth Management Advisor
Jerry David

Matt Jablonski, CFP®

Associate Wealth Management Advisor
Matt Jablonski

Dan S Guhl, CFP®

Director of Investment Operations

Courtney Umhoefer

Director of Client Services

Kathryn Reinick

Executive Assistant

Peggy A. David

Director of Marketing
 

Jerry David, MBA, CLU®, CFP®, AEP®
Wealth Management Advisor


Prescient Financial Solutions

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck