My Team

Team photo

As our loyal client base continues to grow, our team is determined to make sure our clients receive the best possible service. We are committed to making sure our clients are fully satisfied with the work we have done for them and the work we will continue to do for them on their journey towards financial independence.

Alyssa Cusimano

Alyssa Cusimano

Lead Advisor Support Associate
Office 714-478-1625
Catherine R Van Meter

Catherine R Van Meter

Client Service Manager
Office 949-863-5883
David Whitaker

David Whitaker

Director of Investments and Planning
Office 949-863-5818

Jordan M Zamzow

Client Relations Director
Office 949-863-5800

Jimmy J. Cusimano, CFP®, CLU®, ChFC®
Wealth Management Advisor

Cusimano Financial-Wealth Management and Insurance Services


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