TELGE FINANCIAL - Key Persons
Job Titles:
- Director of Investments and Planning
Brian Dwinell has been a part of Greg's Team since January of 2015.
Brian has a Bachelor's degree in Finance from Merrimack College. He started his financial services career on the floor of the Boston Stock Exchange while still in college. After graduation he became a member and worked for over a decade with member firms Fidelity and Moors & Cabot. He then moved on to run a successful retail business for several years. In 2012 he sold his business and decided to return to the financial services industry with Northwestern Mutual, where he has been a client for over 20 years. After two years as a representative for Northwestern, Brian has brought his knowledge of investments, insurance and planning to Greg's office to enhance our client's experience.
As the Director of Investment and Planning, Brian works with Greg to develop strategic plans for our clients. He heads up our planning department and has extensive knowledge in retirement, education and legacy planning.
Brian lives Tewksbury, MA with his wife Dianna and they have two daughters; Megan and Erin.
Job Titles:
- Investment Operations Coordinator
Derek has been a part of Greg's Team since April 2016.
Derek graduated from the University of Massachusetts Lowell in 2015. During his senior year he completed the Northwestern Mutual Financial Representative Internship program where he built a strong base heading into the financial industry.
As the Investment Operations Coordinator, Derek currently handles investment operations and works closely with the clients of the practice to ensure that their transactional requests are processed efficiently.
Derek lives in Nashua, NH. He enjoys golfing, fishing, hunting and spending time with his family.
Greg Telge has been part of the financial services industry since 1974, and has earned the following designations:
CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Registered Employee Benefits Counselor (REBC®)
Accredited Estate Planner (AEP®)
Masters in Financial Planning
Chartered Advisor for Senior Living (CASL®)
Gregory Matthew Telge, Brian Patrick Dwinell, Stephanie Leah Mears and Derek Nickerson use Telge Financial as a marketing name for doing business as representatives of Northwestern Mutual. Telge Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Gregory Matthew Telge, Brian Patrick Dwinell, Stephanie Leah Mears and Derek Nickerson provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Gregory Matthew Telge, Brian Patrick Dwinell, Stephanie Leah Mears and Derek Nickerson are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Gregory Matthew Telge, Brian Patrick Dwinell, Stephanie Leah Mears and Derek Nickerson provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Gregory Matthew Telge, Brian Patrick Dwinell, Stephanie Leah Mears and Derek Nickerson are Insurance Agents of NM.
Stephanie has been a part of Greg's Team since September 2010.
Stephanie started her financial services career in 2005 and since coming to Northwestern Mutual, she has been the head of our insurance department with an extensive background in customer service.
As the Director of Operations, Stephanie is responsible for managing the daily operations including office structure, overseeing the team and building strong relationships with the clients. She also assists in developing and implementing marketing strategies for the team.