My Team

David regards clients' financial security among the most important issues – and so does his team of client service and investment professionals that are focused on understanding and serving each individual client. Call whenever you have a question, concern or need. David and his team are eager to help.

 

 
Betsy J Wingo

Betsy J Wingo

Assistant
Office 203-216-7122

Betsy has been with Northwestern Mutual for several years, and supporting David for more than a year. As a licensed agent, Betsy works to assist David in addressing all aspects of his clients needs. Betsy and her husband are officially empty-nesters and enjoy visitng with their kids who are both in professional school. 

 
Jason D Wyman

Jason D Wyman, CFP®

Investment Operations Manager

Jason Wyman has been with Northwestern Mutual since 2017 and working with David since 2018. As Investment Operations Manager, Jason oversees all aspects and servicing of client portfolios. Jason holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is currently pursuing the Chartered Financial Analyst® (CFA®) designation. In his free time, Jason enjoys all things outdoors including hiking, kayaking and rock climbing.

 
David Jay Vine

David Jay Vine, CFP®, CLU®, ChFC®

Financial Advisor

 

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