Bruce M Mozinski, CFP®, CLU®, CLTC®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. 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.

 
Jason Paul Holloway

Jason Paul Holloway

Associate Wealth Management Advisor
Office 508-251-7230

Jason joined Northwestern Mutual Financial Network in October 2002.  Jason is responsible for the building of the financial plans, corresponding analysis and facilitation of investment trading. He is also responsible for investment client service issues and compliance.

 
Lynne A Daw

Lynne A Daw, BA

Director of Marketing and Client Services
Office 781-237-7070

Lynne Daw has been with Northwestern Mutual since September of 2007 and has been with our team since August 2014. Lynne holds her Massachusetts life and health insurance license as well as her Series 6 and 63.

 

Lynne specializes in marketing and client services. She helps to create an environment focused on building client relationships. Lynne also assists daily in insurance operations.

 

Lynne lives in Fitchburg, with her two daughters Winona and Lindsey. In their spare time, they enjoy, spending time with family and friends.

 
Tatumn R Coraccio

Tatumn R Coraccio, BA

Associate Financial Representative
Office 508-251-7229

Tatumn joined Northwestern Mutual in February 2017, shortly after graduating from Worcester State University. She has earned her Massachusetts life and health insurance licenses.

 

Drawing on her customer service experience in the hotel and museum industries, Tatumn works closely with the team to ensure exceptional service for all clients. She also manages daily administrative operations.

 

Tatumn lives in Worcester with her husband, Vinnie. In her spare time, she enjoys writing, photography, and volunteering at her local animal shelter.

 
 

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