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Wealth Strategies Team

George Kerschner

ChFC®, CLU® Advanced Markets Consultant

Jeffrey Jenei

JD®** Advanced Markets Consultant

John McCullough

CFP®, ChFC®, CLU® Advanced Markets Consultant

Joseph Naselli, Sr.

AEP®, ChFC®, CLU® Agency Director

AEP® – The Accredited Estate Planner (AEP®) designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

CFP® – The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. in the United States.

ChFC® – The Chartered Financial Consultant (ChFC®) prepares you to meet the advanced financial planning needs of individuals, professionals, and small-business owners, focusing the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.

CLF® – The Chartered Leadership Fellow (CLF®) program has been developed to provide financial services managers, based out of home and field offices, with the knowledge, skills and tools needed to accomplish key organizational goals, such as: recruiting and retaining top performers, developing effective business plans, setting expectations and performance objectives, and improving managerial skills.

CLU® – The Chartered Life Underwriter (CLU®) is the world’s most respected designation of insurance expertise. This prestigious designation provides in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.

CPA* – Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.

JD – A Juris Doctor (JD) is a professional doctorate in law.
** Licensed but not practicing on behalf of MML Investors Services, LLC

*Not practicing on behalf of MML Investors Services, LLC, or its affiliated companies..