The Olson Financial Group |
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Contact UsPO Box 1008 Office: 908-918-0510 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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AssociatesBruce R PetrieBruce holds a Bachelors degree in Biology from Fairleigh Dickinson University and a Juris Doctor degree from Rutgers Law School. He is a registered health underwriter and a registered employee benefits consultant. Daniel CampbellJames HuntJames Hunt is a graduate of Howard University and holds the Certified Investment Management Consultant (CIMC) designation. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Investment Management Consultants Association (IMCA). James Robert StoneJim Stone has been with Northwestern Mutual since 1981. For the past 16 years he has been the Investment Specialist for The Olson Financial Group. He holds a Bachelors Degree in Finance and Management from the University of Richmond. Jim works closely with our Financial Representatives to increase their expertise and support them in their investment business. With a strategy that involves allocating assets wisely, and monitoring financial performance we help individuals identify and meet their unique goals. Our team can also help businesses choose an appropriate qualified retirement plan. We help select an appropriate plan, provide education on investment choices, assist in enrolling and educating participants, offer support for fiduciary review and ensure quality service. Jay S Kennedy, CLTCJay Kennedy is a financial advisor who has been with Northwestern Mutual Financial Network for 18 years. Jay holds a Bachelor's Degree in Marketing from Pace University. He also has earned the CLU, ChFC, and CLTC (Certified Long Term Care) designations. Jeff Rembisz, CLTCJeff Rembisz is a financial advisor who has been with Northwestern Mutual Financial Network for 16 years. Jeff holds a degree in Accounting and Finance from James Madison University, and he has earned the Chartered Financial Consultant (ChFC) and a Certified Long Term Care Specialist (CLTC) designations. His areas of expertise include Disability Income Insurance, Business Needs Analysis, Asset & Income Protection, College Education Funding, Long-Term Care Insurance, and Estate Analysis. He is the Disability Income Specialist for the Olson Financial Group. Kevin KreuzerKevin J. Kreuzer is an Investment Specialist with the Olson Financial Group in Summit, NJ. He received his Bachelor of Arts Degree from the University of Richmond in 1993. Later he received a MBA from Fordham University in New York City where he graduated with honors as a member of the Beta Gamma Sigma Honor Society in 2001. Kevin works with our Financial Representatives to provide guidance and solutions to help you identify and meet your individual financial goals. He and our team of experienced representatives can assist in the areas of asset allocation, education funding, retirement solutions, and estate analysis. Kevin is from New Jersey and currently lives in Northern New Jersey with his wife Kimberlie and daughter Ella. Wayne J MorseWayne Morse is a graduate of Lycoming College and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Wayne earned the Million Dollar Round Table Life Member Award in 1996, and was awarded the National Quality Award in 1974, 1976 through 1982, 1984 and 1985, and 1987 through 2007.
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