• Bachelor of Science Business-Economics from Utica University.
• CERTIFIED FINANCIAL PLANNER™ Professional
• Retirement Income Certified Professional (RICP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Life/Health/Long Term Care Insurance Licenses
• FINRA Series 6, 7, 63 and 66

BACKGROUND AND EXPERTISE

Dan joined Northwestern Mutual and has been a full-time Financial Advisor for Northwestern Mutual since 1998. In 2010 he also took on the role of Managing Director of Northwestern Mutual-Utica. During this time, he has built a wealth management team that regularly achieves the highest honors across the financial services industry. Dan focuses on building long-term relationships based on integrity, knowledge, and commitment. Dan’s overall goal is to help people define, build, and enjoy prosperous lives.

PERSONAL

Dan is a lifetime resident of West Winfield, NY. He and his wife Ann-Marie have three children, Lauren, Addison, and Owen. They live on the family farm, which is where you can find Dan working the land during the summer months.

• Bachelor of Science Business Administration from Suny Poly
• Life/Health/Long Term Care Insurance Licenses
• FINRA Series 6, 7, and 63

BACKGROUND AND EXPERTISE

Richard joined Northwestern Mutual as an Associate Financial Representative in 2019 and joined DBJ Wealth Management in 2022. In this time, he has developed a strong philosophy and ability to help motivate professionals reach their financial goals. Richard is dedicated to building long lasting relationships that guide our clients to the lives that they envision.

PERSONAL

Richard resides in Oriskany, NY with his wife Victoria. Together they both enjoy being active members of their community.

• Bachelor of Arts from Colgate University
• Juris Doctor (JD) from Syracuse University
• Life/Health/Long-Term Care Insurance Licenses
• FINRA Series 6, 7, 63, 65

BACKGROUND AND EXPERTISE

Andrew joined Northwestern Mutual in 2022 after a 26-year career in financial services. Over that time, Andrew worked with clients to craft solutions designed to achieve their financial goals. Andrew believes that financial planning is crucial to achieving any meaningful financial objective and that peace of mind comes from understanding what needs to be done today in order to make long-term financial goals a reality.

PERSONAL

Andrew lives in Glenmont, New York with his wife Sarah and two children, Devon and Paige. He loves to fish, hike, ski, cook, play lacrosse and spend time with his dogs, Ryder and Billy.

BACKGROUND AND EXPERTISE

Mallory began her career with Northwestern Mutual in 2012. Mallory’s primary role is the Director of Operations. Mallory helps oversee the service and operations of our firm while also helping us with our continuing efforts to establish and build strong relationships with our clients and businesses. Additionally she also serves as the Executive Assistant to the Managing Director and CEO of DBJ Wealth Management, Daniel Jones.

PERSONAL

Mallory is a lifetime resident of West Winfield, NY, where she resides with her husband Doug and two boys Damien and Travis. She enjoys her free time, watching the boys in their sporting activities, fishing, golfing, and spending time with her family.

BACKGROUND AND EXPERTISE

Denise joined the team in July of 2021 as the Director of Strategic Development. Prior to joining DBJ Wealth Management she spent 21 years as a Sales Executive for Verizon, with vast experience in Sales Strategy, Employee Development, Operational Processes and Efficiencies. Denise helps oversee the sales, service, and operations of the firm, while also helping us with our continuing efforts to establish and build strong relationships with our clients and businesses.

PERSONAL

Denise resides in Stittville, NY with her husband Patrick. She has 3 amazing sons, Nathan who owns and operates his own landscaping business, Ethan who works full-time for his brother and Brandon who is serving in the US Navy. Denise enjoys spending time with her family, snowmobiling and getting out to enjoy a round of golf.

BACKGROUND AND EXPERTISE

Erin began her career with Northwestern Mutual in 2011 as an intern, and eventually transitioned to the Investment Operations Manager in the Network Office in Syracuse, NY. She joined the DBJ Wealth management team in 2015 as an Associate Wealth Management Advisor. Her primary role is assisting clients with their investment accounts. She is happy to help with any questions you may have.

PERSONAL

Erin currently resides in Barneveld, NY with her four children, Eve, Coy, Layne and Kase.

BACKGROUND AND EXPERTISE

Elisa began her career with DBJ Wealth Management in September of 2008.  She has earned the nickname of "sunshine girl" due to her never-ending positive attitude. Elisa is a registered associate financial representative with her RICP® designation. Her primary role is assisting client with opening and servicing their investment accounts.  She is happy to help with any questions or concerns you may have.

PERSONAL

Elisa resides in West Winfield, NY with her husband, Eric and their 3 children, Bruce, Hope and Faith.  They live on their family farm, but when it’s not farming season, they are either making maple syrup or going on vacation.  Elisa loves to spend time with family and friends and is an active member of the community.

• Bachelor of Science: Business-Finance from SUNY Fredonia
• Life/Health Insurance Licenses

BACKGROUND AND EXPERTISE

Before joining Northwestern Mutual, Matt previously focused his career around being a resource for retirement plan sponsors and participants.

With over 20 years of experience in the field working with everything from local family-owned businesses to multi-national corporations. Matt has become integral part of his client’s retirement plans.

PERSONAL

Matt is a native of Fayetteville, where he continues to reside with his wife Michelle and two young boys, Griffin and Nolan. Matt stays active in the community, where he serves on the board of Baltimore Woods Nature Center as part of the executive committee and finance committee.

Matt also loves coaching his boys in sports teams, as well as participate in several different sporting events throughout the year to stay active and fit.

BACKGROUND AND EXPERTISE

Amanda began her career at DBJ Wealth Management in November of 2020. She is a licensed Associate Financial Representative. In 2014, she graduated from Utica College with a bachelor’s degree in Sociology and Anthropology specializing in Psychology.

PERSONAL

Amanda currently lives in New York Mills with her husband, Kolby and their two children.

BACKGROUND AND EXPERTISE

Rob began his career with Northwestern Mutual in 2021 as a Planning Assistant, building financial plans for clients, as well as, assisting with Client Experience. Rob graduated from Utica College in 2018 earning a bachelor’s degree in Public Relations with a concentration in Sports Communication.

PERSONAL

Rob grew up in Sauquoit, NY and currently resides in Clinton NY. Rob enjoys staying active through sports and spending time with his family.

BACKGROUND AND EXPERTISE

Tanessa joined the team in 2015 she comes to us from LA Stewart Associates bringing with her many years of experience servicing Retirement Plans, her focus and expertise offers our clients the unique ability to have a 401k specialist on their side, she is dedicated to assisting our clients with 401k questions and services, in addition she is a licensed Notary Republic.

PERSONAL

Tanessa currently resides in Marcy, NY and enjoys traveling to her family home in Louisiana, in her spare time she enjoys quality time with friends and family, pilates, yoga, and reading.