Our 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 as its Founder & CEO 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 as an Advisor 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®, CFA®

Director of Portfolio Research
Office 414-203-6016

In addition to providing investment analysis for our clients' financial plans, Dan also works directly with clients, ensuring that they have the guidance and support they need to feel confident in their financial plan. Dan is also responsible for providing guidance for the investment operation team and is a member of the investment committee.

Prior to joining Prescient Financial Solutions as an Advisor 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®)
  • Chartered Financial Analyst (CFA®)
  • 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
 
Ian Crimmins

Ian Crimmins

Associate Wealth Management Advisor
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 as an Associate Advisor 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
 
Kevin Kundinger

Kevin Kundinger

Chief Operations 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
 
Lindsay Larsen

Lindsay Larsen

Insurance Operations Associate
Office 414-224-5000

Lindsay works with our insurance clients, assisting them with underwriting, servicing their policies, and answering their insurance-related questions. In addition, she supports the advisor team by providing input on the insurance portion of our clients' financial plans.

Prior to joining Prescient Financial Solutions in 2019, Lindsay worked in different capacities at Northwestern Mutual - first at the home office and later as an assistant for several different financial representatives within the Lueder Network Office in Milwaukee. Lindsay currently resides in Menomonee Falls with her fiance, David, and their dog, Izzy. She enjoys cooking and traveling when not at work.

  • Carroll University
  • Series 6 / Wisconsin Life, Disability, & Long-Term Care Licenses
 
Zach Freudenberg

Zach Freudenberg

Investment Operations Associate
Office 312-641-8900

Zach plays an integral role on our investment operations team as he works directly with clients to provide support for their servicing, trading, and distribution needs. In addition, he supports the advisor team with investment related meeting preparation needs.

Prior to joining Prescient Financial Solutions in 2019, Zach began his career with a Northwestern Mutual team in Chicago, IL. Zach resides in downtown Milwaukee and enjoys spending time on the golf course and playing several other sports.

  • St. Ambrose University: Bachelor of Business Administration with an emphasis in Finance and Economics
  • Series 7 and Series 63 Licenses
 
Janel Nieto

Janel Nieto

Administrative Assistant
Office 414-224-5000

Janel works closely with our clients helping to provide them with non-financial related support and service. In addition, she is responsible for office administration and assisting the management team.

Prior to joining Prescient Financial Solutions in 2019, Janel was a part of the Strategic Accounts/Brand Protections team at Brady Corporation. Janel currently lives in Whitefish Bay with her boyfriend and her two pets, Luna (dog) and Nora (cat). In her free time, she loves to have her friends over for game nights.

  • Attending Milwaukee Area Technical College (MATC): Business Administration
 

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