My Team

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.

 

Jennifer L Vinciguerra

Office 215-968-7212

Jen joined Jay's team in 2013 as an Associate Financial Representative. She holds her Series 6, 63, and 7 investment licenses, as well as an license in Pennsylvania.

In additional to managing the daily duties of our practice, Jen provides a wealth of information for our clients and staff. Her duties include developing financial plans, creating investment account portfolios, and monitoring / rebalancing portfolios. She also fields phone call requests from clients needing information regarding their accounts.

Jen graduated with a degree in Mathematics from Cedarville University in 2012. Jen currently resides in New Britain, PA.  Jen is a CFA Level III candidate.

 

Jay C Burgman, CFP®, AEP®

Wealth Management Advisor

 

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