Aaron D. Luccas, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor

Our Team


NMWMC Investment Team

This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

The Investment Strategy Committee is responsible for WMC's overall global macro outlook and reflecting those viewpoints in the asset allocation strategies used in the Signature Portfolios models and in Private Client Services accounts. The Committee's disciplined process includes a thorough assessment of the overall risks and opportunities inherent in the broad investment environment over an intermediate-term time horizon.
 

 
Angela M Fiore

Angela M Fiore

Director of Operations
Office 262-255-1970 ext. 227

Angie works in managing business operations, plan work flow, and risk management strategies.

 
Aaron D. Luccas

Aaron D. Luccas, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor
Office 262-255-1970 ext. 222

Aaron is CEO and Wealth Management Advisor of the firm. Aaron works with clients in understanding their ongoing needs and priorities while designing, implementing, and reviewing customized financial planning strategies to meet them most effectively.  He has been in practice since 2009.

 
Evan Krummel

Evan Krummel

Financial Planning Coordinator

Evan designs and maintains our client’s planning analysis reports. 

 
Drew J Rose

Drew J Rose, BBA

Director of Investment Operations

Drew works with us in executing our investment service operations and logistics.

 
Heidi M Deglow

Heidi M Deglow, CLU®, ChFC®

Office Manager
Office 262-255-1970 ext. 201

Heidi currently manages our Germantown, WI office.

 
Tahjood H Mohieldin

Tahjood H Mohieldin, RICP®

Director of Client Relations

Tahjood works in client communications and plan implementation.

 
 

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