Staff
My staff and I take customer service very seriously in all aspects of our business. Whether through email, telephone, or personal communication, we look forward to giving you the best experience possible.
Sharon M Atcheson
Associate Wealth Management Advisor
sharon.atcheson@nmfn.com
(303) 442-4010
Sharon Atcheson has been a key part of Jim Zoller´s team since 1996. Like Jim, Sharon wants to help our clients achieve financial success and security. Sharon Atcheson is an Associate Wealth Management Advisor and holds her Life and Health Licenses, Series 7 and 66. Sharon oversees day-to-day operations of our team, specializing in financial analysis, case preparation and investment management. With her many years of experience, Sharon is able to assist Jim with all facets of his business. She and her family have lived in Boulder for over 25 years. Feel free to contact Sharon Atcheson for assistance with your insurances, investments, or if you would like to schedule an appointment.
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Janet S Nelson
Associate Financial Representative
janet.nelson@nmfn.com
(720) 562-4650
Janet Nelson joined Jim Zoller's team in 2006. Janet's primary focus for Jim Zoller is managment of investment client operations. Prior to joining the staff of a Northwestern Mutual Representative in our Denver office in 1998, Janet had previously worked in the banking industry. Janet has a very strong knowledge of operations and customer service. Janet Nelson is an Associate Financial Representative and holds her life and health insurance licenses. She also holds a Series 6 FINRA registration. Janet is a Colorado native. She lives in Westminster with her family.
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Ned Nagle
Associate Wealth Management Advisor
ned.nagle@nmfn.com
720.562.4649
Ned began with Northwestern Mutual in 1993 and combined his practice with Jim’s in 2005. Prior to that, he worked in banking for 13 years, working up through the ranks to become a branch manager and vice president. Ned enjoyed working with bank customers to help them with their savings, investment, and loan needs. He joined Northwestern Mutual because he wanted to be able to offer more comprehensive solutions. He enjoys working with his many long-time clients as well as helping business owners provide retirement plans that work for both the owner and the employees.
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