Staff

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, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

My Team:

 

 

Ivette S Burciu

Office Manager
Office 916-929-7200

Ivette has been in the financial services industry 12 years. On a day to day basis, Ivette oversees the overall office operations. In addition, she manages licensing, compliance matters, client proposals and accounting for the business. She holds a Series 6 and 63 securities licenses and a California Life and Health insurance license.

Ivette has a Bachelor of Science in Business Administration with a Human Resource emphasis from California State University, Stanislaus. She lives in Modesto with her husband and two little girls. She enjoys reading, movies and spending time with her family.

Contact Ivette for:

  • Scheduling Appointments
  • General Inquiries 
 

Christine Alyse Anderson

Office 209-574-2603

Christine joined Jerry’s team in 2003. She brings with her over 17 years of experience in the financial services industry. Christine’s experience working in multiple investment firms before joining Jerry and Ivette making her invaluable from an operational/compliance standpoint. Christine manages scheduling appointments, client service matters on insurance and investment products & assits with underwriting. She is also responsible for asset transitions & assisting in the financial planning process.  She holds Series 6 and 63 securities licenses and a California Life and Health insurance license.

Christine lives in Modesto. She likes to stay active and enjoys movies, yoga, concerts and spending time with family and friends.

Contact Christine for:

  • Scheduling Appointments
  • Client Service
  • Assits with Insurance Underwriting
  • Investment Transfer Processes 

 

 

 
 

Jerry L Cox, CLU®, ChFC®, MSFS

Wealth Management Advisor

 

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