Page 13 - Marshall Financial

The Team

Tee Thanh Dang Associate Financial Representative

Tee graduated from Rutgers University in 2007 with a Bachelor of Science in Economics. Tee has been
with Northwestern Mutual since December 2007 and joined the Marshall Financial Group as an

Associate Financial Representative in 2014. With close to 10 years experience, Tee brings expertise in
underwriting and policy owner service to the team.

David Heiserman Associate Financial Representative

David joined the team in 2016. He maintains Series 7 & 63 FINRA registrations in addition to his Life,

Accident & Health Insurance license. Before joining The Marshall Financial Group, David worked in the
Unit Investment Trust Division of Merrill Lynch and as an institutional IDB for US Treasury Securities

and Interest Rate Swaps.

Alex Velazquez, CFP® Director of Investment Operations

Alex Velazquez joined Northwestern Mutual in 2015. He received a Bachelor of Science from the State
the
fr e e d o m
“Ha ve
University of New York at Oneonta. Before joining Northwestern Mutual, he worked at Raymond
to dr eam
b i g . . . ”
James Financial and Ameriprise Financial. He holds securities licenses Series 7, Series 63, Series 65,
Series 9 and Series 10. He also holds his NY State Life, Accident and Health insurance licenses.