Jamie Delgadillo

Managing Director

How Jamie Can Help You

Jamie Delgadillo knows that financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Jamie Delgadillo and his team can help you identify your needs and provide complementary solutions. Jamie Delgadillo works with successful business owners and highly compensated business professionals who are concerned about taxes and retirement.

Team Approach to Financial Security

Leveraging complimentary skills and expertise, our team focuses on Asset and Income Protection, Retirement Solutions, and Personal and Business Planning Analysis.

We work hard to get to know you and your preferences. In doing so, our goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard-earned money, and to help create the secure future you want for yourself and your loved ones.

To learn more about our team members, click on My Team. Each of us has a unique background and set of skills – all of us share the same commitment to serving your needs.

Scott SchwertfegerChris Fugman, Ron Krizek and Jamie look forward to speaking with you soon.


The Business Corner

If you own or operate a business, Jamie Delgadillo recommends the following articles:

To read additional articles, please click here.


My Mission

"My mission and the mission of my team is to be the catalyst to assist my clients in achieving their financial security."

Jamie Delgadillo, Scott Schwertfeger, Chris Fugman and Ron Krizek


Jamie Delgadillo and the Hispanic Professionals of Greater Milwaukee (HPGM)

Pictured from left to right: Sarah Delgadillo, celebrity chef Susie Jimenez, Jamie Delgadillo, GE executive Victor Miranda

In April 2014, Jamie was honored to be a part of the Hispanic Professionals of Greater Milwaukee (HPGM) planning committee to organize HPGM’s first Annual Gala. More than 500 guests attended the event, which raised about $250,000 to support HPGM's mission of expanding the diverse talent pipeline in southeastern Wisconsin with services to Hispanic professionals, college students and corporate partners seeking to retain and attract top talent.

Jamie also stopped by The Morning Blend to discuss his experiences and involvement with HPGM. Click 'Play' on the video above to watch the segment.

Community Award Winner

In 2012, Jamie was named the Marquette University College of Business Administration Young Alumnus of the Year.  Click here to view the Marquette University Award Site.

2006, he was named the Hispanic Young Professional of the Year by Hispanic Professionals of Greater Milwaukee (HPGM) & INROADS Alumnus of the Year.  To learn more about Jamie achievements, please read his Professional page.

Giving Back to the Community

Jamie's involvement in United Way shows how much he cares about giving back to the community. Both he and his wife, Sarah are active United Way volunteers for the United Way campaign. Jamie is serving as Co-Chair of The United Way of Greater Milwaukee's Emerging Leaders Council, as a member of the Board of Directors and as a member of the Campaign Cabinet.  Click here to read more.


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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