Personal

Jason was born and raised in Highland, New York, where he still resides today. Jason is married to Danielle and has two daughters, Sophie and Chloe. When he’s not running between Sophie’s soccer games and Chloe’s dance competitions, you’ll find Jason working with the local soccer club, up on the Shawangunk Ridge either hiking or trail running, or at home tackling the next house project on the list.

Professional

Jason graduated from the SUNY New Paltz School of Business in 2007 with a Bachelor’s Degree in Marketing. Jason is a Associate Wealth Management Advisor and has been with Northwestern Mutual since 2012. Jason has earned the following certifications: CERTIFIED FINANCIAL PLANNER™ professional (CFP^®), Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®), and he’s been on the board of directors for the East Hudson Youth Soccer League since 2022 and he’s been the VP of Operations for the highland Youth Soccer Club since 2023.

Personal

Barb was born and raised in Troy, New York. Barb’s husband Chris retired as a Lieutenant firefighter for the City of Troy. Barb and Chris have two children, Jacob and Genevieve. Barb enjoys spending time with her family and friends, cooking, baking, gardening, and traveling.

Professional

Barb has been in the insurance and financial services field since 1998. Barb’s primary role centers around driving the vision of the firm and is responsible for setting strategies and making decisions that impact the organization’s performance. In addition, Barb is responsible for ensuring that our team is delivering the highest quality experience to our clients. Barb is a member of the Financial Planning Association (FPA). Barb has earned the CLU® and ChFC® designations through The American College. Barb currently holds the following professional licenses; FINRA Series 6, 7, 63, and 65 investment registrations as well as her Life, Accident, and Health insurance license.

Please contact Barb for:

• Staffing Inquires
• General Inquiries and Technology
• Assistance with Insurance applications
• Servicing insurance and annuity policies
• Questions around underwriting

Personal

Slade was born in Boca Raton, Florida. He married his wife, Kathy, in 2022, and they have three kids. When they visit family in Florida, they can be found on the beach fishing or in the ocean swimming, surfing, or scuba diving. Slade is an avid swimmer.

Professional

Slade has worked in the investment industry since leaving the US Coast Guard in 1998. He started working with Northwestern Mutual when he moved to the area in 2014. His primary role is formulating our investment strategy. He develops, maintains, and services our investment models and accounts.

In addition, he is responsible for managing, training, and coordinating the workflow for the investment operations team.

Please contact Slade with any investment-related questions.

Personal

Nicole grew up in Connecticut and moved to the Saratoga area in 2012. Outside of the office, Nicole enjoys spending time with her family and friends as well as gardening and traveling.

Professional

Nicole supports the team with 15 years of experience in a high-paced corporate environment. Nicole graduated from Central Connecticut State University with a Bachelor of Arts degree in Sociology. Nicole’s role is centered around assisting clients with the opening and servicing of their investment accounts. Nicole started with Northwestern Mutual in 2018. Nicole has earned her Life, Health, and Accident Insurance license, Series 6, and 63 registrations.

Please contact Nicole for:

• Servicing your investment accounts
• Questions around opening and closing investment accounts

Personal

Carolyn grew up in the area. Carolyn is married to Chad, and they have a Black Lab, named Molly. Carolyn enjoys spending time with family and friends, vacationing in Maine and yoga.

Professional

Carolyn has been with Northwestern Mutual since July 1997 and was a recipient of the 2011 Commitment to Excellence Award in our network office. Carolyn graduated from the Walter Cerf School of Business, Champlain College in Burlington, VT with a Bachelor of Science Degree in Business Management. Carolyn is a Wealth Management Associate Financial Advisor, and currently holds the following professional licenses, FINRA Series 6 and 63 investment registrations, as well as her Life, Accident and Health Insurance license.

Personal

Jana is originally from the Midwest.  Jana has been married to Steve for almost 34 years after meeting in college.  Jana spent the 1st eight years of marriage relocating with Steve’s Army Ranger assignments with multiple deployments.  Jana has 3 adult children. Jana loves to travel, bike and talk to strangers.

Professional

Jana graduated from college with a B.S. in Accounting. Jana has worked in the investment industry over 30 years, since obtaining her Series 7,  63 and Life Accident and Health licenses in 1992. Jana’s primary role centers around onboarding and servicing 401k and SIMPLE IRA retirement plans. Jana also provides investment operations support and brokerage trading. She has a passion for developing lasting relationships with clients and exceeding client expectations.

Personal

Karen grew up in New Jersey. She moved to New York in 1991. Karen enjoys spending time with her husband Dave. She is Mom to Meagan & Nick and “Honey” to her grandchildren Isaac and Cooper. When not at work you can find Karen completing a project at home or camping with her family and friends. Karen also enjoys being at the beach.

Professional

Karen has been with Northwestern Mutual since 1992. Karen has earned her Life, Accident, and Health license, Series 6, and 63 registrations and CLTC designation. Karen’s role is Director of Insurance Operations. Karen is responsible for assisting clients with customer service-related issues on their insurance products, assisting clients through the application and underwriting process.

Please contact Karen for:

• General Inquiries
• Assistance with Insurance applications
• Servicing insurance and annuity policies
• Questions around underwriting

Personal

Sarah enjoys spending time with her husband, Brian, their two children, Olivia and Logan, and their pets, along with other family and friends. Sarah also enjoys baking, traveling, and crafting.

Professional

Sarah has been in the insurance industry since 2008. Sarah’s primary role centers around the insurance application and underwriting process as well as servicing current policies and contracts. Sarah has earned her Life, Accident and Health Insurance license.

Please contact Sarah for:

• Assistance with Insurance applications
• Servicing insurance and annuity policies
• Questions around underwriting

Personal

Jon’s pronouns are he/him/his. When not relaxing with his wife, teenage daughter, and three dogs, he is probably sleeping or running. He has completed multiple marathons and ultra-marathons, with the pinnacle to date, being a 100-mile run spanning two states.

Professional

Jon has been in the financial services industry since 2006 and most recently spent over 9 years at the Northwestern Mutual home office in a variety of servicing, technology, and planning roles. Jon is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Certified Divorce Financial Analyst® professional, and Chartered Life Underwriter® professional. Jon helps develop and maintain comprehensive financial plans for our clients by understanding their values and goals, marrying them with products and strategies that fulfill their needs, and coordinating with their interested parties (CPAs, attorneys, etc.).

Please contact Jon for:

• Planning questions
• Updates to your financial strategy
• Assessing plan impacts of life’s changes

Personal

Allie is from Saratoga and is a Sheepadoodle mom. She loves to travel and experience new things with her family and friends. Two time author, a Buffalo Bills fan, and a lover and supporter of small/local businesses! She also volunteers with the Saratoga Spring Preservation Foundation.

Professional

Allie joined The Anderson Financial Group in January 2024. She graduated from Canisius College in Buffalo, NY.

Personal

Joyce was born and raised in Wayne, New Jersey and has had the opportunity to live in Illinois, Ohio and California before settling in Saratoga Springs, New York.   Joyce is married to Phil and has three sons, Preston, Liam and Aidan, a daughter-in-law, Taylor and grandson, Riley.  Joyce is the current President of the Board of Directors of The Giving Circle, a local non-profit, and an active member of St. Joseph’s Church, Greenfield Center, NY.  In her spare time, she enjoys gardening, reading, cooking, beach vacations and spending time with her family and friends.

Professional

Joyce is a graduate of Fordham University, Bronx, NY with a Bachelor’s Degree in Marketing and a minor in Finance.  With over twenty-five years of experience in the financial services and insurance industry, Joyce brings a wealth of knowledge and expertise to The Anderson Financial Group.  Joyce is responsible for developing processes, managing the day-to-day operations of the business, hiring, training, and developing team members to ensure that our team is delivering the highest quality experience to our clients.  Joyce currently holds the following professional licenses:  FINRA Series 6, 7, 63, and 66 investment registrations as well as her Life, Accident, and Health Insurance license. Joyce is also a member of the Financial Planning Association (FPA).

Personal

Braden enjoys spending his free time at the Saratoga Race Course and Lake George, where he indulges in the thrill of horse racing and the serenity of nature. He's an avid golfer and skier, spending his summers on the greens and winters on the slopes. Braden’s active lifestyle balances his professional endeavors with his love for the great outdoors.

Professional

Braden graduated from Siena College in 2022 with a degree in Finance and has since been working in Investments at NM. With a strong foundation in finance, he holds several industry certifications, including the SIE, Series 7, Series 63, and LAH license. His commitment to excellence and professional growth continues to drive his success in the industry.

Personal

Erin loves to spend time with her friends, family, and her husband. She crochets stuffed animals in her free time. Erin and her husband have a lot of animals, 13 in total. They have 5 cats, 5 snakes, and 3 geckos. Erin is very organized and loves to clean.

Professional

Erin previously worked for TSA for almost six years and recently made a change so she could start a new career here at Northwestern Mutual. She is focused on building and maintaining strong relationships with our clients and acts as the liaison between our advisors and our clients.

Please contact Erin for:

• Scheduling and confirming appointments
• Updating personal information
• Client information and general inquiries

Personal

Ada is from the Ballston Spa area and has four older sisters also in the area. One thing she is passionate about is animals, and she currently has two cats and two dogs. Ada also enjoys spending her time volunteering at the Saratoga County Animal Shelter, gardening, kayaking, and hiking.

Professional

Ada recently joined our team after spending six years in the retail sector where she was responsible for training new associates. Ada's main duties include answering phone calls, warmly greeting clients as they enter the office, directing clients to the proper person/team to assist them, scheduling client meetings, and ensuring we capture the most accurate client information in our client management database.

Please contact Ada for:

• Scheduling an appointment with your advisor
• Updating your name, address, phone number, email address, etc.

Rossina graduated from American University in 2024 with a Master’s Degree in Ethics, Peace and Human Rights and Marist College with a Bachelor’s Degree in 2022. She is a Hudson Valley local that enjoys the range of activities the area has to offer from sports, arts, to the outdoors. She is a big believer in education, especially financial education and providing access to long-term financial planning resources that can alleviate financial stressors in peoples’ lives. Through her work she hopes to bring more awareness to the benefits of financial planning and education and that these tools are accessible for everyone at any stage of life.

Please contact Rossina for:

• Scheduling and confirming appointments
• Updating personal information
• Client information and general inquiries

Personal

Kenny grew up in a big family with 3 older brothers and 3 sisters. He is now engaged to Kayla, and they have a goldendoodle named Kallie. If you’re looking for him in his free time, he is probably hanging out at the Horse track or watching sporting events on TV. His dad was in the financial services for almost 30 years and Kenny followed in his footsteps. Kenny also enjoys cooking, bowl, play games and most of all travel!

Professional

Kenny graduated from Suny Schenectady with an Associate Degree in Business Administration. His first finance job was in 2020 with Prudential before moving to Northwestern at the end of 2021.

Please contact Kenny for:

• Scheduling and confirming appointments
• Updating personal information
• Client information and general inquiries