Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Erin O O neill
Associate Wealth Management Advisor
erin.l.oconnor@nmfn.com
720-962-6700
Erin O'Connor joined the team in 2004, with 11 years industry experience. As an Associate Wealth Management Advisor, Erin is fully licensed in life and health insurance as well as being a Registered Representative with NMIS, having passed several industry exams. She assists the practice with account administration, customer service, and office management. She can assist with NMIS orders and provide information on your accounts.
Erin lives in Lakewood with her pre-school age daughter. They enjoy outdoor activities, visiting museums and volunteering at church and the Clear Creek History Park in Golden.
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Jack W Moore
Associate Wealth Management Advisor
jack.moore@nmfn.com
720-962-6700
Jack has worked with Greg since 2006. Jack is registered with Northwestern Mutual Investment Services. He is an Associate Wealth Management Advisor with Northwestern Mutual Wealth Management Company, having passed several industry exams.
Jack assists Greg with day to day wealth management operations and is our clients' principal liaison for wealth management services. Wealth management products and services include fee-based planning and investment advisory products.
Jack is an outdoor enthusiast. His family enjoys hiking, mountain biking, camping, skiing and golf to mention a few. He is very active with The Church of the Ascension where he's a Vestry and Outreach Committee member. Jack dedicates time to volunteering in the Community.
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As representatives of the Northwestern Mutual Financial Network, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with the Northwestern Mutual Financial Network in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
