My Team

Our team shares a commitment to excellence in serving the specific needs of our clients. We all are here to enable you to maintain your peace of mind in the complex world we live in.

 
Sharon M Atcheson

Sharon M Atcheson

Associate Wealth Management Advisor
Office 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 oversees day-to-day operations of our team, specializing in financial analysis, case preparation, insurance and investment account managment.,  With her many years of experience, Sharon is able to assist Jim with all facets of his business.   Sharon Atcheson is an Associate Wealth Management Advisor and has earned the Chartered Financial Consultant (ChFC), and Chartered Advisor of Senior Living (CASL) designations.  She has obtained the Finra Series 6,  7 and 66 securities licenses.   Sharon also holds life and health insurance licenses. 

Sharon 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.

 

Ned F Nagle II

Associate Wealth Management Advisor
Office 720-562-4650

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.  He joined Northwestern Mutual because he wanted to be able to offer more comprehensive solutions.

Ned is responsible for the review and development of our investment strategies and has oversight and review responsibilities for our employer sponsored 401(K) plans.  Ned has earned his Certified Financial Planner (CFP) certificate and holds his FINRA Series 7, 63 and 65 licenses.

Ned is a Colorado native and lives in Denver with his wife Peggy.

 

 

Janet S Nelson

Associate Financial Representative
Office 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 and she brings over 15 years of financial services operations to our team.   Janet Nelson is an Associate Financial Representative and holds her life and health insurance licenses.  She also holds FINRA series 6 and 7 registrations.

Janet is a Colorado native.  She lives in Westminster with her family.

 

James G Zoller, CFP®, CLU®, ChFC®, MBA

Wealth Management Advisor

 

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