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Our Team

Our team strives to deliver customized plans tailored to our client's needs, and we back that with unparalleled client service. We take pride in helping our clients develop tax-efficient, long term financial plans to achieve their personal and business goals.

Joseph M Anderson CFP®, CLU®, ChFC®, CASL®

Founder and Private Wealth Advisor

Mark L Fine CASL®, CFP®, CLU®, ChFC®

Wealth Management Advisor

Jason F Valentino CFP®, ChFC®, CLU®

Private Wealth Advisor

Barbara A Bertrand CLU®

Executive Vice President

Slade W Kosova

Private Wealth Advisor and Director of Investments

Louise A Paladino

Director of Operations

Nicole Winacott

Associate Financial Representative

Carolyn J Millington

Associate Financial Advisor

Jana Hanagan

Associate Wealth Management Advisor

Karen A Hoffman CLTC®

Director of Insurance Operations and Services

Sarah Schotts

Associate Financial Representative

Jonathan Krist CFP®, ChFC®, CDFA®, CLU®

Private Wealth Advisor and Director of Financial Planning

Alison Dockum

Director of Marketing and Client Experience

Zachary S Mueller

Director of Portfolio Research and Advisory

Erin White

Executive Assistant

Jalissa Patrice Watson

Executive Assistant

Ada Lynn Keefe


Network of Specialists

Through Northwestern Mutual, The Anderson Financial Group has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Elizabeth G Houser

Financial Advisor

Patricia Smith Phillips

Financial Representative

Pascal Guirma

Financial Advisor