Tony Jelso, ChFC®, CLTC®

Wealth Management Advisor

  • Office 760-795-5250
  • Office 805-226-4000

My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone.

Together, we stand committed to providing the best customer service possible. If you need assistance at any time, please let us know.

 
Lindsey Strand

Lindsey Strand

Office 760-795-5250

A native San Diegan, Lindsey studied Business Administration with an emphasis in Finance at California State University San Marcos. Lindsey joined Tony’s team as an Associate Wealth Management Advisor where she prepares comprehensive financial plans and supports investment operations.  Lindsey holds her Series 7, 66, and is Life and Health insurance licensed.  She and her husband enjoy traveling and spending time with their Yorkshire Terrier, Tabatha.

 
Paul Wayne Masick

Paul Wayne Masick

Office 619-234-3111

Paul is a registered Associate Financial Advisor and has been with Northwestern Mutual since 2004. He has attained his Series 7, 6, 63 and state Life and Health Insurance license.  Paul is responsible for leading the marketing and communication efforts on Tony's team.  These responsibilites include coordinating, overseeing and implementing all aspects of marketing and communication between Tony and his existing and future clients.

Paul may work directly with you to:

  • Coordinate all meeting and account reviews.
  • Obtain and prepare information for client meetings.
 
Carrie E Shadle

Carrie E Shadle

Office 760-795-5260

Carrie has worked with Northwestern Mutual since 2011 and is the glue that keeps the office together.  She joined Tony's team in 2018 and handles all client servicing during and after the underwriting process.  Carrie and her family live in Temecula where they spend much of their free time supporting their son, Trevor, with his baseball career. 

 
 

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