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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 Freize, CLU, CFP® ,,, Associate Wealth Management Advisor erin.freize@nmfn.com 631 592 2007 x2 Erin Freize, CFP® launched his career with Northwestern Mutual in 2001, and joined Strategic Planning Associates two years later. Erin's primary role is client relationship building, and working with advisors to enhance their existing client relationships. He is also tasked with evaluating a client's existing financial accounts, building individual financial plans as the roadmap to help clients achieve their definition of financial security, providing recommendations for risk management and investment solutions, and structuring service models for ongoing client maintenance. He plays an integral role in portfolio research design while assisting Hank in building his Fee Based Planning initiative. In addition to his duties with SPA, Erin holds his Series 7, Series 63, Life and Health Licenses. He graduated from the University of South Carolina with his B.S B.A. in Finance and Management and is a proud member of the Alumni Association.

James Joseph Finke Director of Marketing and Client Services jim.finke@nmfn.com 631-592-2007 x5 Jim joined the team as an intern in June of 2009. He graduated Cum Laude in May of 2010 with his Bachelor's in Business and Economics from Rutgers University. He joined the team as a Full-time Associate in 2011 and is chiefly responsible for case management and preparation. He also has responsibilities to the practice in the area of client contact and management services. He is licensed in the State of New York to sell Life, Accident and Health Insurance and on a personal note, is an active member of the Rutgers Crew Alumni Association.

Joann M Surrusco Associate Financial Representative joann.surrusco@nmfn.com (631) 592-2007 x3 Director of Insurance Services and Operations JoAnn joined the team in 2001. She is chiefly responsible for field underwriting and policy owner services. Her duties in this area include the submission and field underwriting of all annuities, life, and disability income insurance, as well as, the servicing and maintenance of our client's insurance programs. JoAnn also has responsibilities to oversee certain aspects of the practices day to day operations. Prior to joining the team, JoAnn worked for Morgan Stanley & Co. in their Investment Banking Division for 10 years. She earned her Bachelor's degree in Management from Hofstra University in 1991. She holds her Series 6 and is licensed in the State of New York for Life, Accident and Health Insurance.

Maureen D Amico Associate Financial Representative maureen.damico@nmfn.com 631 592 2007 x4 Director of Investment Services Maureen joined the team in 2007. Maureen's chief resposibilities as Director of Investment Client Services is the maintenance and oversight of our client's investment portfolios including; executing trades, rebalancing, establishing and transferring accounts. Her other responsibilities include establishing and maintaining systematic/periodic income distribution plans and processing day to day investment transactions. Maureen earned her Bachelor's degree in Management from Long Island University. She holds her Series 7, as well as, the New York Life, Accident & Health Insurance Licenses.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Strategic Planning Associates is a marketing name for Henry P Cerruti and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Henry P Cerruti is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. All financial planning, investment management and trust services are offered only through WMC by properly credentialed Representatives who operate from agency offices of WMC. WMC is not a broker-dealer or insurance company and does not offer insurance products or brokerage services. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 400 Broadhollow Rd Ste 200, Melville, NY 11747-4810, 631-592-2000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. All brokerage services are offered only by NMIS. NM and the Quinlan Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Henry P Cerruti is primarily licensed in New York and may be licensed in other states.

CA License: #0D82781

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.