Jeff Kendall Zoller, CLU®

Financial Representative

  • Office 315-731-5400 ext. 5425

Our Team

If you include his father’s years as a Financial Representative, Jeff Zoller has had a connection with the Northwestern Mutual for his entire life. One benefit of this upbringing has been the understanding that client needs are valued over all. Jeff works to ensure that his team shares and exercises this philosophy on a daily basis.

Our Team


 
Stephanie Marie Mustee

Stephanie Marie Mustee

Associate Financial Advisor
Office 315-731-5431

Stephanie is an Associate Financial Advisor providing assistance in all of your insurance and investment needs. She has her Life, Accident, and Health License and is also security licensed with her Series 6 and Series 63. She has been employed with Northwestern Mutual since June 2008 and a part of Jeff's team since November 2014. She currently resides in Utica, NY with her fiance, Steve, & her lab, Maggie.

How can Stephanie help you?

  • Policyowner Services
  • Insurance Proposals
  • Comprehensive Planning
  • Personal Planning Analysis & Business Planning Analysis
 
Courtney A Zoller

Courtney A Zoller

Business Manager
Office 315-731-5400

Courtney Zoller teamed up with her husband in 2009, taking on the role of Chief Financial Officer. Courtney's background in finance has made her an invaluable asset to the team as she focuses on managing the books, record keeping, and client relations.

 
Kaitlin McPhee

Kaitlin McPhee

Director of Client Services
Office 315-731-5411

Kaitlin joined the Zoller team in October 2017 as an Adminstrative Assistant She now has her Life, Accident, and Health License and is an Associate Financial Representative. She graduated in May 2016, with her bachelors in Mathematics, from Hamilton College. Originally from Massachusetts, she now resides in Clinton, NY with her horse, Winchester, and her dog, Wilson.

How can Kaitlin help you?

  • Policyowner Services
  • Appointment Scheduling
  • Insurance Proposals
  • Personal Planning Analysis & Business Planning Analysis 
 
 

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