My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 

Ashley Zerega

Administrative Assistant
Mobile 978-793-4001
 
Jordan Hirsch

Jordan Hirsch, MBA

Office 781-664-1246

Financial Planning Consultant

 

Jordan helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals.

 

Jordan has been with Northwestern Mutual since July 2016. Prior to joining Northwestern Mutual, Jordan worked as an operations and investment manager for a wealth management company north of Boston. Jordan started his career at Fidelity as a trader in 2013, and is currently pursuing his MBA at Suffolk University.

 

Education and Other Credentials:

B.S.                         University of Massachusetts                              Major: Management

 

Series 7, 63, and 24 Licenses

 
Madison June Wilcox

Madison June Wilcox, MBA, CFP®

Associate Financial Advisor
Office 617-742-6200
 
Matthew Richard Hodges

Matthew Richard Hodges, CFP®, RICP®

Director of Financial Planning

 

Matt helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals.

 

Matt has been with Northwestern Mutual since February 2015. Prior to joining Northwestern Mutual, Matt worked for Delphinus Financial Advisors, a financial planning practice, and as a research analyst at Mathematica Policy Research, where he specialized in public health insurance data analysis.

 

Education and Other Credentials:

M.P.P.                    Georgetown University

B.A.                         Hendrix College

 

Series 7, 63, and 65 Licenses

 

Thomas W Mitchell, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

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