I am blessed to have a wonderful family including my wife Jacqueline and our three daughters, Thea, Cassandra and Sydney
I enjoy many non-work activities including flying, rock climbing, hiking, martial arts, astronomy, SCUBA diving and soccer.
Current President of the Society of Financial Services Professionals.
I am a firm believer in giving back to the community that we live in and am an active participant and supporter of multiple
groups that help the less fortunate, seek cures for dreaded diseases and educate our children.
More than 30 years of experience with Northwestern Mutual and other industry leading companies. Graduate of the University
of Pennsylvania with a Bachelor of Science degree in Finance & Economics. Member of the Million Dollar Round Table,
Court of the Table advisor, the Premier Association of Financial Professionals.
I am happily married to my wife Liz and have three wonderful children Joseph, Marialana and Rocco
I enjoy spending time with my family, summers at the beach, traveling, running, yoga and weight lifting.
Joe has dedicated his entire financial career, which is more than 30+ years at Northwestern Mutual and is a proud Forum honoree,
Northwestern Mutual’s recognition for the top 5% of all advisors for more than a decade.
Ryan started his planning career in 2012 with Northwestern Mutual after graduating with a Bachelor of Science in Finance
from Rutgers University. Ryan currently holds his Life & Health insurance licenses, as well as FINRA Series 6 and
63 securities registrations. Ryan is dedicated to helping clients discover goals, develop comprehensive financial plans
and assisting with all phases of implementation.
Eric has been with Northwestern Mutual since 2013 and joined our team in 2017. Eric is a registered representative of Northwestern Mutual Investment Services, LLC maintaining Series 6, 63 and 65 registrations, as well as his Life, Accident & Health insurance licenses. He also holds his CFP® and CLU® designations. Eric’s main focus is to work with clientele that are growing professionals entering, or within their high earning years. Eric is a graduate of Rider University and holds a Bachelor of Science in Entrepreneurial Studies & Finance.
Cassandra joined our team in March 2018 after spending 4 years in her own successful private practice. Cassandra holds her
Life, Accident & Health insurance licenses, as well as FINRA Series 6 and 63 registrations. Cassandra is dedicated
to identifying her clients’ financial goals, creating a personalized plan and helping them achieve financial success.
Ultimately, it is Cassandra’s mission to improve her clients experience and help them realize their best possible life.
Cassandra is a graduate of Muhlenberg College, and holds a Bachelor of Arts in Business Administration and Entrepreneurial
Michael joined Northwestern Mutual in 2014 as a college intern, upon graduating from The College of NJ in 2015 where he earned a Bachelors in Business Administration with concentration in Finance, Mike joined the Clinton Financial Group fulltime. Mikehas earned the CFP® certification and who specializes in the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Mike is a registered representation of Northwestern Mutual Investment Services, LLC maintaining securities on Series 6, 63 and 65 registrations, as well as her Life, Accident & Health insurance licenses.
Chuck joined our team in March 2016 and is responsible for a wide variety of investment operations, including all investment
planning and the implementation of client portfolios. Chuck utilizes over 20 years of industry experience to assist our
investment clients and help ensure their wealth accumulation needs are handled accurately and effectively. Chuck holds
a Bachelor of Science in Finance from Stockton University, as well as FINRA Series 7 securities license.
Jennifer joined our team in January 2013. Jennifer facilitates the day-to-day practice in the areas of strategy, company
vision and business development. Jennifer is also responsible for the teams marketing initiatives and creating a client-centered
experience. Jennifer holds a Master of Arts in Strategic Communication from Seton Hall University.