Eric P Burns

Financial Advisor

My Team

As a Financial Advisor for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

Wes Nagel 

Associate Financial Advisor   

719-578-4037

Wes has his primary responsibilities in:

 

  • Managing day to day investment account administration
  • Supporting the investment and planning side of client accounts
  • Trading of investment accounts
  • Investment planning research and development 
  • Long term focus of the investment planning practice

 

 

 

William Zimmerman Jr

 

Director of Planning
 
719-578-4044
 
 
As a Certified Financial Planner (CFP®) professional Will's primary responsibilites are:
 
  • Building and designing personal analysis for clients
  • Building and designing personal retirement plans for clients
  • Investment planning research and development
  • Supporting macro-financial planning picture to our clients
 
Reyna M Burns

Reyna M Burns

Office Manager
Office 719-578-4020

As an assistant to Eric Burns, Reyna is at the forefront of office relations and helps guide clients to the right person.

Reyna's primary responsibilities are:

  • Managing office operations
  • Insurance inquiries and processing
  • Schedule appointments
  • Provide general policy and billing information
  • Update client information
  • General client service needs
  • Relay information to the proper person/area
  • General customer service needs

 

 
 

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