The Zoller Group

 

Dan Jones, CLU
Financial Representative
315-839-5222

Dan Jones holds a B.A. in business economics from Utica College. He joined The Zoller Group as a Financial Representative in 1998 and currently is a College Unit Director. The freedom and flexibility of being his own boss is what Dan Jones likes most about his job, although he also values meeting and working with outstanding people: It was the caliber of the people at The Zoller Group that convinced him to embark on this career. He also believes that Northwestern Mutual offers the best products, innovative ideas and an outstanding culture. To new Financial Representatives, Dan Jones suggests, “Learn from experienced Financial Representatives. Continually educate yourself. Run your business.”

Dan Jones is married to Anne Marie, and the couple has a daughter, Lauren. When not helping his father with the family farm, Dan enjoys snowmobiling, and he is an avid baseball fan. He also is involved in the Utica College National Alumni Council and the Mt. Markham Foundation.


William S. Gall III
Associate Financial Representative
315-839-5222

Bill has 10 years of professional experience in insurance and employee benefits. Employee benefits are an important part of the employee’s compensation, but they are also vital to the company’s bottom-line: the rising cost of employee benefits over the years has made it more difficult for employers to provide the benefit packages necessary to attract new employees, and to satisfy current employees. Bill’s practice focuses on analyzing, determining expectations, designing and servicing customized benefit plans, and educating employees on the benefits available to them. Bill also works with corporate human resource departments to provide expert advice on employee benefits.

Bill is married to Erin. They have two sons, William and Rowan, and they reside in New Hartford, NY. When not working, Bill enjoys spending time with his family, traveling, playing hockey and golf.


William Matteson
Financial Representative
315-839-5222


Bill Matteson holds a B.S. degree in pre-law and political science from Hartwick College. He joined The Zoller Group in 2000, and the career aspects he values most are building relationships with clients, being his own boss and having unlimited growth potential. Bill Matteson’s belief in Northwestern Mutual stems from its reputation as an industry leader and the organization’s ability to maintain a personable, small-company culture despite its size.

Bill Matteson is married to Kristen and they have a son, Dillon. In his spare time Bill enjoys outdoor activities that include skiing, camping, hiking, fishing and golf. His favorite quote can be attributed to Managing Director Jeff Zoller: “The qualities I look for in my clients and in myself are honesty, ethical behavior and strong work habits.” Bill Matteson also suggests, “Don’t take things personally.” His favorite book is The Millionaire Next Door by Nick Murray.


Peter L. Derrenbacker, CLU, ChFC
Disability Income Specialist
315-671-1806


Bruce Grieshaber, CLU, ChFC
Estate & Business Planning Specialist
315-671-1828


Kevin Stilwell
Financial Representative
315-839-5222

 
 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company, which is a limited purpose federal savings bank and registered investment adviser. Jeff Kendall Zoller is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative of Northwestern Mutual Investment Services, LLC, 6314 Fly Rd, E Syracuse, NY, 13057, (315) 434-8800, a wholly-owned company of NM, a broker-dealer and member FINRA (www.finra.org) and SIPC. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Jeff Kendall Zoller, District Agent, The Zoller Group has Financial Representatives that are primarily licensed in New York.

 
   
 

1960 State Route 8
Clayville, NY 13322
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Office: 315-839-5222
Fax: 315-839-5408
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