Team Members

As a team, we are committed to thoughtful planning, implementing world-class insurance services along with internationally recognized investment products and delivering exceptional service while adhering to the principles of honesty and integrity.

To schedule an appointment or initiate a conversation, email or call us at (631) 592-4065.

 
 
 
Jennifer L O'Brien

Jennifer L O'Brien, CLU®, ChFC®, CASL®

Associate Wealth Management Advisor
Office 631-592-4038

Jennifer began her career with Northwestern Mutual in January 2008, joining our team in December 2014.  Jennifer’s responsibilities for our team include client service and the execution of financial plans.  Jennifer solidified her professionalism in the industry by earning her CLU® and ChFC® designations through The American College, in addition to obtaining her necessary life and investment licenses.

During her personal time, Jennifer indulges in many activities that help her maintain a healthy life balance. She loves fishing, gardening, hiking, painting and playing classical viola. Jennifer is also a volunteer at several local animal rescue organizations, helping to save homeless, mistreated, or injured animals.  Most of all, she enjoys spending time with her family, friends, pets and a surfboard on the shores of Long Island. She and her husband Chris recently celebrated their one year anniverary and are looking forward to beginning a family of their own.

How can Jennifer help you?

  • Facilitate the transfer or rollover of Investment, IRA or 401k accounts
  • Rebalance your investment portfolios
  • Process securities orders and trade requests
  • Coordinate the opening of new accounts
  • Coordinate electronic deposits and/or transfers to your designated bill paying account
  • Facilitate and/or adjust your portfolio income distribution plan
  • Service questions relating to your investment portfolio
 
JoAnn M Surrusco

JoAnn M Surrusco

Director of Insurance Services
Office 631-592-2007 ext 3

JoAnn joined the team in 2001. She is responsible for field underwriting and policy owner services. This includes the submission and field underwriting of all annuities, life, disability, and long-term care insurance, and the servicing and maintenance of our client’s insurance programs. JoAnn also oversees aspects of the practice’s day to day operations. JoAnn earned her bachelor’s degree in Management from Hofstra University. She holds her Series 6 registration and is licensed in the State of New York for Life, Accident and Health Insurance.

 

How can JoAnn help you?

 

  • Manage existing insurance accounts
  • Provide updates on the status of insurance applications pending approval
  • Assist you with the completion and submission of insurance applications
  • Facilitate the payment of insurance programs and/or ISA accounts
  • Prepare and process paperwork to create or modify owner and beneficiary designations on existing insurance accounts
  • Assist you with insurance related service questions
 
Maureen J D Amico

Maureen J D Amico

Director of Investment Services
Office 631-592-2007 ext 4

Maureen joined the team in 2007 and is responsible for the maintenance and oversight of our client’s investment portfolios including; executing trades, rebalancing, establishing and transferring accounts. She also establishes and maintains systematic/periodic income distribution plans and processes day to day investment transactions. Maureen earned her bachelor’s degree in Management from Long Island University. She holds her Series 7 & Series 63 registrations and is licensed in the State of New York for Life, Accident and Health Insurance.

 

 

How can Maureen help you?

  • Facilitate the transfer or rollover of Investment, IRA or 401k accounts
  • Rebalance your investment portfolios
  • Process securities orders and trade requests
  • Coordinate the opening of new accounts
  • Coordinate electronic deposits and/or transfers to your designated bill paying account
  • Facilitate and/or adjust your portfolio income distribution plan
  • Service questions relating to your investment portfolio
 
Tim Honce

Tim Honce

Associate Wealth Management Advisor
Office 631-592-2007 ext 6

Tim began his career with Northwestern Mutual in 2009 and joined the team in 2016.  He is responsible for assisting Hank with the analysis of clients’ financial property and the development of their plans.  Tim earned his Bachelor’s degree in Economics from Binghamton University.  He holds his Series 7, Series 63, Series 65 and is licensed in the State of New York for Life, Accident & Health Insurance.

How can Tim help you?

  • The financial planning process, including engagement paperwork, goal affirmations, goal achievement, your Planning Map and all other processing paperwork
  • Revising and understanding your Personal Planning Analysis
  • Taking action on your plan and answering the question, "what do we do next?"

 

 
Kimberley Cerruti

Kimberley Cerruti

Director of Marketing
Office 631-592-2007 ext 7

Kim joined the team in 2009 and is responsible for field underwriting and policy owner services.  She also oversees the client experience and is responsible for planning our client events. Kim earned her master's degree from Dowling College in Reading and Special Education. She is licensed in the State of New York for Life, Accident and Health Insurance.

How can Kim help you?

  • Manage existing insurance accounts
  • Provide updates on the status of insurance applications pending approval
  • Assist you with the completion and submission of insurance applications
  • Facilitate the payment of insurance programs and/or ISA accounts
  • Prepare and process paperwork to create or modify owner and beneficiary designations on existing insurance accounts
  • Assist with you insurance related questions

 

 
Nicolas David Schapira

Nicolas David Schapira, CFP®

Associate Wealth Management Advisor
Office 631-592-4065

Nico has excelled in several careers throughout his life, including education and non-profit development, but did not truly realize his passion and potential until he joined the team in 2012.  As part of the team, Nico develops tailored financial plans and employs time-tested principles that take the emotion out of investing.  He executes the day to day tasks of portfolio management and consolidation while holding clients accountable to their financial plans.  He is also responsible for the team’s community outreach programs.

Nico’s personal pursuits include reading, playing the drums and going to the theater.  Although Nico’s family members have all left the United States, he has fashioned a circle of close friends that are the best surrogate family a person can have.  He spends his free time among them, recognizing that one of life’s most precious gifts is sharing laughter with those close to him.

How can Nico help you?

  • The financial planning process, including engagement paperwork, goal affirmations, goal achievement, your Planning Map™, and all other processing paperwork

  • Revising and understanding your Personal Planning Analysis

  • Taking action on your plan and answering the question, “what do we do next?”

  • Yo hablo español

 

Nicholas A LLerena, CLU®, ChFC®, CASL®, CFP®, AEP®
Wealth Management Advisor


Strategic Planning Associates

 

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