Alex’s interest in the financial world started at an early age, selling candy bars as a boy scout. He ultimately made a career out of this interest and joined Northwestern Mutual in 2011. Alex loves helping people with their finances but more importantly, he enjoys helping others achieve financial freedom.

Alex is a wealth management advisor focusing on high-net-worth individuals and business owners. Alex’s team has been specifically designed to act as partners in the creation and implementation of their clients’ financial plans. They know their clients have busy lives which are often further complicated by professional compliance restrictions. Working in a concentrated manner in the financial services space, Alex's team is adept at designing and implementing plans for their clients with as little friction as possible. They will partner with you throughout your financial planning process – from learning, designing, and implementing, to reviewing, and updating.

Alex is continually learning about the marketplace and ensuring he is up to date with any changes in the financial world. He is actively bringing ideas and strategies to his clients to help them be as tax efficient as possible, optimize their surplus, and to put the right dollars in the right spots for their future.

Alex grew up in Northern New Jersey and went to Vanderbilt University and then law school. He now resides in Summit, NJ with his wife Kaitlin, two kids: Blake (6) and Abby (3), and their cockapoo named Phil Bierce. When he isn’t spending time with his clients, Alex enjoys playing golf, skiing, and being on the sidelines supporting his kids.

Chris’ mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. He will help you understand the complexity of issues faced by successful individuals like yourself and the importance of having a sound financial plan in place.

Chris is a member of Northwestern Mutual's Fee Based Planning group. Only two percent of Northwestern's advisors qualify to be part of this prestigious group, which can charge fees for designing comprehensive financial plans. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, which means he has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. He also holds the Chartered Life Underwriter (CLU®) designation which allows him to provide clients with knowledgeable and ethical advice on life insurance products. He holds Series 6, 7, 63, and 66 registrations, as well as New York Life and Health license.

Chris is a founding member of the Nor'easter Study Group, a group he started with three other Northwestern Mutual advisors who also hold the CFP® designation. The group meets every other month to share ideas about how to help clients better achieve their financial goals.

Chris has been married to his wife, Ginny, for more than 30 years and they have four children: Colleen; Meaghan; Kevin; and Terence. Ginny is a member of the staff and has her JD from St. John's University School of Law as well as her CFP® designation. Colleen is an RN on Long Island. Meaghan is an MD, specializing in Internal Medicine, at NYU. Kevin works for a financial firm in New York City. Terence is a senior at Georgetown University.

Organizations Chris is associated with:

Fordham University

Irish Historical Society of Garden City

Alex's Lemonade Stand

Parkinson's Disease Foundation

Tomorrow's Hope Foundation

As a Wealth Management Advisor, Mike works with high net worth individuals to develop financial plans that align with their unique vision, values, and goals. He help his clients achieve their estate planning objectives, often focusing on the tax-efficient transfer of wealth to family members and charities. Mike’s goal is to utilize strategies that eliminate or reduce gift taxes that impede the planning process while maintaining client control of all major assets.

Mike also has extensive experience in the area of premium financing, which can help his clients fund the most cost-effective strategy identified within their estate plan. Additionally, Mike has designed and implemented Supplemental Retirement Plans, Key Executive Retention Plans, and Executive Benefit Swaps to enhance wealth transfer planning.

A frequent lecturer on estate and trust topics, Mike has been a featured speaker at numerous industry events and in-house seminars. Professionally, he is a Member of Northwestern Mutual’s Private Client Group and Sophisticated Planning Strategies Group. He is also a Member of the Estate Planning Council of NYC, the Financial Planning Association (FPA), and Society of Financial Service Professionals (FSP). Socially, Mike is a Member of the University Club, the Fordham University Board of Visitors and Presidents Council, Fordham University Alumni Board, and is Vice Commodore of the Fordham University Sailing Association.

Hear from Mike: https://youtu.be/O1J8azfEl18

Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Jon joined Northwestern Mutual in 2014 and works with high-net-worth individuals and families. He specializes in tax-efficient planning and asset management, and is committed to helping clients achieve their financial goals by providing the best possible service and experience.

As a Managing Director, Jon recruits and mentors representatives and advisors who are new to the firm or industry. On a weekly basis, he hosts a firm-wide call to address current and market events and general industry best practices for advisors. He also serves on the firm’s compliance committee and the Diversity and Inclusion Council. 

Jon holds multiple registrations and credentials including the Series 7, 9, 10, 63, 65, ChFC®, CLU®, RICP®, and CLTC®.

Before joining Northwestern Mutual, Jon held market-maker and trading roles at notable firms including Bear Stearns, JPMorgan, and Barclays Capital dating back to 1997. He founded JERO Capital Management, LLC in 2012, where he managed client funds through 2014.

Jon currently resides on Long Island with his wife and children. In his free time, he enjoys most outdoor sports and activities (golf, tennis, running, hiking, cycling, and skiing being the favorites). He is also involved with charitable foundations and alumni affiliations which include Alex’s Lemonade Stand, The Parkinson’s Foundation, and Publicolor.