My Team

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

Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®

Wealth Management Advisor
Office 414-203-6016

Jerry has been involved in his client’s financial lives for the better part of the last two decades.  In addition to building Prescient Financial Solutions, Jerry has been instrumental in managing client relationships and overseeing the financial planning process.  Much of Jerry’s planning work revolves around helping high net worth individuals achieve financial security and business owners maximize their business planning.

Prior to joining Northwestern Mutual in 1999, and starting Prescient Financial Solutions a decade later, he had a successful career as an engineer.  Jerry is a proud long-time resident of Franklin along with his wife Peggy.  They enjoy spending time with their children Jackson and Jenna.  Jerry has always been a huge “car guy”, and spends much of his free time restoring, collecting, and racing cars.

  • CERTIFIED FINANCIAL PLANNER Professional (CFP®)
  • Chartered Life Underwriter Designation (CLU®)
  • Accredited Estate Planner Designation (AEP®)
  • Certified Private Wealth Advisor Designation (CPWA®)
  • Marquette University: Masters in Business Administration (MBA)
  • University of Wisconsin-Milwaukee: Bachelor of Science in Mechanical Engineering
  • Series 7 and 66 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Matt Jablonski

Matt Jablonski, CFP®, CIMA®

Director of Investments
Office 414-203-6016

Matt is responsible for guiding clients through our financial planning process, conducting review meetings, and managing client relationships.  Matt specializes in investment strategies, capital markets, and is a member of our investment committee which focuses on portfolio construction and positioning.

Prior to joining Prescient Financial Solutions in 2009, Matt began his career in various investment management roles working for U.S. Bank, followed by Russell Investments.  Matt resides in New Berlin with his wife Jenny-Rae and two sons Mason & Tyler.  In his free time, he enjoys being with his family, watching sports, fishing, playing golf, and pheasant hunting.  

  • CERTIFIED FINANCIAL PLANNER Professional (CFP®)
  • Certified Investment Management Analyst Designation (CIMA®) through the Wharton School of Finance
  • University of Wisconsin-Milwaukee: Bachelor of Business Administration with an emphasis in Finance
  • Series 7 and 66 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Dan Guhl

Dan Guhl, CFP®

Director of Portfolio Research
Office 414-203-6016

Dan is responsible for a variety of investment related operations including trading, distributions, rollovers, tax-loss harvesting, systematic rebalancing, performance reporting, and answering account and market related questions. He is a member of our investment committee and also assists the team in the maintenance and monitoring of financial plans.

Prior to joining Prescient Financial Solutions in 2013, Dan began his career at Ameriprise Financial in Minneapolis, MN. Dan resides in downtown Milwaukee and keeps himself busy by participating year-round adult recreational sports leagues, competing in basketball, football, softball and volleyball. 

  • CERTIFIED FINANCIAL PLANNER Professional (CFP®)
  • University of Wisconsin-Madison: Bachelor of Business Administration with an emphasis in Finance & Risk Management
  • Series 7 and 63 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Kevin Kundinger

Kevin Kundinger

Chief Operating Officer
Office 414-203-6016

Kevin focuses on constantly improving client engagement, ensuring employee well-being, encouraging organic and inorganic firm growth, creating the right culture within the firm, and achieving greater efficiencies within the business.

Prior to joining Prescient Financial Solutions in 2017, Kevin founded and operated a boutique management consulting company.  During that time, he also was involved with the finance industry in consultative roles and spent two and a half years as a financial advisor.  Kevin resides in Brookfield with his wife and four children, and enjoys spending time with his family outdoors.

  • Eller College of Management: Bachelor of Science with an emphasis in Entrepreneurship, Management of Information Systems, and Operations Management
  • Series 6 and 63 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Ian Crimmins

Ian Crimmins

Office 414-224-5000

Ian assists clients with various investment related inquiries. In his role supporting the investment team, Ian helps with account maintenance, updates and research.

Prior to joining Prescient Financial Solutions in 2016, Ian began his career providing national and international marketing solutions for clients ranging from the beer industry to consumer electronics to national resorts. Ian resides in downtown Milwaukee and has a passion for photography and the outdoors.

  • Miami University – Ohio: Bachelor of Science with an emphasis in Marketing
  • Series 7 / Wisconsin Life and Disability Licenses
 
Andy Pronold

Andy Pronold

Director of Insurance Services
Office 414-224-5000

Andy serves as the point of contact for all of our clients’ insurance needs from fielding insurance related questions to assisting them through the insurance process.  In addition, Andy is responsible for guiding clients through our financial planning process, conducting review meetings, and managing client relationships.

Prior to joining Prescient Financial Solutions in 2017, Andy spent 8 years in the banking and insurance industry with JPMorgan Chase, US Bank, and Liberty Mutual Insurance before joining Northwestern Mutual as a Financial Advisor in 2015.  Andy resides in New Berlin with his wife and daughter, and enjoys spending time with his family outdoors.

  • UW-Milwaukee: Bachelor of Finance and certificate of Real Estate with an emphasis in Finance.
  • Series 6 and 63 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Haley Laundrie

Haley Laundrie

Marketing Coordinator
Office 414-203-6016

Haley plays a key role at PFS, delivering the best possible client experience through scheduling, in-office client experience, and overall client relationship management. Alongside those responsibilities, Haley also oversees the firm’s branding & marketing to grow the business in both existing and new relationships.

Prior to joining Prescient Financial Solutions in 2018, Haley began her career in recruiting and human resources with Northwestern Mutual – Denver. Haley resides in downtown Milwaukee with her fiancée and enjoys spending time with her family and exploring the outdoors.

  • University of Wisconsin-Madison: Bachelor of Communication Arts
 

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


Prescient Financial Solutions

 

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