Daniel J Gerstenhaber, MBA, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

My Team

 
Cary G Tralies

Cary G Tralies

Administrative Assistant
Office 215-944-5305

With almost 30 years of office management experince, Cary has a passion for helping people. Cary has her Associate's degreee in Appliend Sciences from the State of New York and her Bachelor's Degree in Organizational Management from Cabrini College. She is a licensed Associate Financial Representative with Northwestern Mutual.   Through her rich experience in various industries and a strong work ethic, Cary has become an expert at designing great client experience. She strives to resolve your issues in a manner that is effective and beneficial.  In addition to working with you and handling casework, Cary helps update your financial plan, answer questions about your policies and process and expedite your applications. Overall her goal is to give you a better understanding as you travel on your path to financial security.

 
 

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