Andrew J Scarpitti, CFP®

Wealth Management Advisor

Team

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Kertsze Patrick Nunes

Kertsze Patrick Nunes

Associate Wealth Management Advisor
Office 513-366-3642

Professional:

Kertsze began his career with Northwestern Mutual in 2011, and has been with the team since 2012.

Kertsze is a fully credentialed Certified Financial Planner (CFP®) professional, holds the Series 6, 63, 65, and 7 investment licenses, and is Accident & Health, Life, and Variable licensed for insurance. Kertsze also earned the Chartered Life Underwriter (CLU®) professional designation and is also a Chartered Financial Analyst (CFA®) level II candidate


Kertsze is a lead advisor on the team, and assists clients in the following areas:

  • Financial plan presentation and analysis

  • Investment concepts and savings strategies

  • Risk management concepts and strategies

  • Facilitate rollovers and investment account transfers


Personal:

Kertsze grew up in Cincinnati and graduated from the University of Virginia with a Bachelor of Arts in Economics. During his free time, Kertsze enjoys traveling, attending sporting events, listening to music, and spending time with family and friends. Kertsze is also a member of the St. Xavier High School Healy Society and a volunteer with the Catholic Inner-City Schools Education (CISE) Fund.   


Fun fact: Kertsze ran with the bulls in Pamplona, Spain

 
Vanessa A Kirchoff

Vanessa A Kirchoff

Financial Planning Associate
Office 513-366-3600

Professional:

Vanessa joined the team in 2015. In her role as a financial planning associate, Vanessa supports Andy and Kertsze in the development and implementation of financial plans.

Vanessa is the main point of contact for the team, and assists clients in the following areas:

  • Scheduling

  • Insurance

  • New account submissions and underwriting

  • Claims questions

  • Client summary snapshot reports

  • Website assistance

Personal:

Vanessa grew up in Brown County, Ohio and graduated from the University of Cincinnati with an Associate of Science degree. Vanessa currently resides in Mason, OH with her daughter McKenzie and son Dean. When, Vanessa is not in the office, she loves spending time with family and friends, traveling, researching, and volunteering with her Eastern Star sisters and brothers, Boyscouts, Toys for Tots, and Camp Joy.

 

 

 

 

 
Shawn A Zolcak

Shawn A Zolcak

Office 513-336-3600

Investment Operation Manager

 
 

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