Our Team

Our internal mission statement is to deliver service above client expectations. As a team and individually we strive toward excellence in all personal and professional pursuits,and particularly in assisting clients implement some of the most important decisions of their lives.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Team

 
Elizabeth L Newman

Elizabeth L Newman, CFP®

Chief of Staff
Office 518-459-4665

Personal: Liz Newman currently resides in Clifton Park, NY with her wife, Heather, their daughter Charlotte, and their dogs, Kimber and Jamie. She enjoys spending time with her family and friends, as well as dancing, baseball, and traveling.

Professional: Liz graduated from Marist College in Poughkeepsie, NY with a Bachelor's of Science in Finance and Economics and a minor in Psychology. Liz started with Northwestern Mutual through the internship program and holds her CFP® Certification, FINRA Series 7 and Series 66 investment licenses as well as her Life, Accident, and Health insurance license for the state of New York. 

Contact Liz for:

  • Questions revolving around your Personal Planning Analysis
  • Updates to your information or situation affecting the Personal Planning Analysis
  • Financial Planning Needs
  • Referrals
  • Investment Research, Selection, and Allocation
  • Scheduling and Confirming Appointments
  • Client information, general inquires, and technology
  • Questions regarding online access an account aggregation
 
Jeremiah J Mackey

Jeremiah J Mackey, CFP®, CLU®, ChFC®, CASL®, AEP®

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Jay resides in Glenville, NY with his wife Jesica and three children, Estella, Maxwell, and Elaine, and their dog Rocky.  He enjoys spending time with his family, traveling to Disney World, and manicuring his lawn. He is also very involved in his community, supporting the Rotary Club of Glenville and Alex's Lemonade Stand Foundation.

Professional: Jay has been in the industry since 1997. He joined Northwestern Mutual in 2002 after working as an independent financial planner for five years. Jay has obtained his CLU®, ChFC®, AEP®, and CASL® designations and his CFP® certification , as well as his FINRA Series 7, 6, 63, and 66 investment licenses. He belongs to the Society of Financial Services Professionals and the Financial Planning Association.

Contact Jay for:

  • Financial Planning Needs
  • Plan Updates
  • Updating Financial Goals
  • Referrals

 

 

 
Kyle M Simmons

Kyle M Simmons, CFP®

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Born and raised in the Capital Region, Kyle is a graduate of Shaker High School and The State University of New York. Kyle is an avid martial artist and currently holds Black Belts in two separate martial arts disciplines. In addition to his time in the gym, Kyle recently started competing in ultra-distance endurance and obstacle course competitions. Kyle resides in Loudonville, NY with his wife, Katie, their daughters, Carly and Cameron, and their energetic boxer, Tank.

Professional: Prior to joining Northwestern Mutual, Kyle held positions as both a recruiter and financial representative with a large financial services provider. In his current capacity, Kyle works with individuals and businesses to help them clarify and realize their short, medium, and long-term financial planning goals and objectives. Kyle has obtained his Certified Finanical Planner (CFP®) certification and holds his FINRA Series 7 & 66 investment licenses. In addition, Kyle holds the Life, Accident & Health insurance license in the State of New York.

Contact Kyle for:

  • Questions involving your Personal Planning Analysis
  • Social Security Planning
  • Financial Planning Needs
  • Plan Updates
  • Updating Financial Goals
  • Referrals
 
Sasha Kassoff

Sasha Kassoff

Associate Financial Representative
Office 518-459-4665
Mobile 518-424-3077

Personal: Sasha grew up in the Capital District and currently resides in Troy, NY.  He enjoys cooking, spending time with friends and family, rooting for New York sports teams, and traveling every chance he gets. Recently, he has traveled to Italy, San Clemente, Burlington and he often visits his girlfriend, Andrea, who is attending Optometry School outside of Philadelphia.  Twice a year, he and his dad create a special menu and work in conjunction with the restaurant Yanni’s Too in Ravena and put on an all-day affair where the proceeds of the day go to benefit Sjogren’s Disease. 

Professional: Sasha graduated from Bethlehem Central High School and attended the University of Vermont.  Prior to joining Northwestern Mutual, Sasha had grown up working in the restaurant industry. Using his management and communication skills, in addition to his desire to learn and help people in a deeper, more meaningful way, Northwestern Mutual was a perfect fit.  In his current capacity, Sasha works with individuals and businesses to help them clarify and realize their short, medium, and long-term financial planning goals and objectives as well as providing a path for young professionals to begin building the foundation of a strong financial future. Sasha holds the Life, Accident & Health insurance license in the State of New York and is currently in the process of achieving his FINRA registrations.

Contact Sasha for:

  • Questions involving your Personal Planning Analysis and plan updates
  • Financial Planning Needs
  • Updating Financial Goals
  • Introductions
 
Julia Pitkin Shantz

Julia Pitkin Shantz, CFP®, CAP®, RICP®, ChSNC®, MBA

Associate Wealth Management Advisor
Mobile 703-505-7731

Personal: Julia and her husband, Mark, split time living in Albany, NY, and Rockville, MD, and are slowly restoring an iconic lake front Victorian lodging in Schroon Lake, NY. Their rescue dogs travel with them. Their daughter Naomi lives and works in Philadelphia with her own rescue dog. An avid volunteer, Julia serves on the Board of the Seagle Music Colony in Schroon Lake, secures planned gifts and chants Torah in her synagogues. Julia enjoys swimming and performing Irish Set Dancing.

Professional: Julia has specialized in working with small business owners since she joined Northwestern Mutual in 1980. She assists businesses and business owners with the creation of qualified retirement and employee benefit plans, succession planning, risk management, and personal wealth management. Before rejoining Northwestern Mutual in 2012, Julia took a twelve-year hiatus to grow and manage the endowment fund while leading the planned giving department for two charitable organizations. She helped families, including the next generation, create and implement their vision for their charitable legacies.

Contact Julia For:

  • Financial Planning
  • Charitable Planning
  • Referrals
 
Sherry Finkel Murphy

Sherry Finkel Murphy, CFP®, ChFC®, RICP®

Associate Financial Representative
Office 518-459-4665
Mobile 516-770-3419

Personal:  Sherry Finkel Murphy currently resides in Saratoga Springs with her husband, Col. (ret) Fred Elbert, P.E., an engineering project management business owner; and a revolving guest wing of kids, grandkids, and one very large chocolate lab.  Committed to empowering women, young and old, she is a board member emeritus of Wellspring, a member of the Society for Women Engineers, and the 2019-2020 chair of the Adirondack Regional Chamber’s Women’s Business Council.   While Fred is off hunting waterfowl, Sherry can be found making a variety of soups, enjoying the Adirondack community, and snatching kettlebells.

Professional: Prior to joining Northwestern Mutual, Sherry enjoyed a successful career in technology, technology sales, and technology sales management. Having worked with over 2000 sellers and sales engineers, she helps clients prepare for job movements and fast-breaking opportunities.  She created her ‘second act’ to share her financial expertise and to define, for her, what a satisfying non-retirement can be.  Her own experience with marriage, divorce, re-partnering, and care of ‘elder kids’ greatly informs her work. Combining career, sales, and financial coaching, Sherry provides her clients with a highly collaborative conversation and strategy to achieve their unique goals.  Sherry is an alumnus of the University of Rochester (B.A) and Rensselaer Polytechnic Institute (M.S.)

Contact Sherry For:

  • Comprehensive Financial Planning
  • Financial Planning for Sales Professionals
  • Financial Planning for Professional Women
  • Retirement Planning
  • Retirement Income & Distribution Planning
  • Long Term Care Planning
  • Referrals

 

 

 

 
Victoria K Amyot

Victoria K Amyot

Director of Investment Operations and Services
Office 518-459-4665

Personal:  Victoria grew up in the Rochester area, and now resides with her husband Josh and daughter Sydney in Waterford/Halfmoon, NY.  She enjoys spending time with her family, binge watching Nexflix, and cooking.

Professional:  Victoria joined Northwestern Mutual in March of 2019 and brings with her over 15 years of client financial services experience. Victoria did her bachelor’s degree at the University at Albany in Political Science with a minor in Psychology.  She went on to complete her MBA from the College of Saint Rose.  Victoria holds a FINRA Series 7, Series 65, Series 63 investment licenses as well a Life, Accident, Health Insurance License for the state of New York. 

Contact Victoria for:

  • Trade requests
  • Wire transfers and distribution requests
  • Setting up automatic distributions to or from your account
  • To request monthly performance reports
  • Updating personal information, including bank account information and beneficiaries
  • Questions regarding account paperwork or account statements

 

 
Kyle Abdellatif

Kyle Abdellatif

Insurance Operations Associate
Office 518-459-4665

Personal: Kyle grew up in the Saratoga Springs area and currently resides in Ballston Spa, NY. He enjoys spending time with family and friends, fishing, coaching, and being outdoors.

Professional: Kyle graduated from Stony Brook University with a Bachelor of Science in Business Management with specialization in Finance. While at Stony Brook, he was a student-athlete as a member of the men’s lacrosse team. Kyle holds his Life, Accident, and Health insurance license for the State of New York.

Contact Kyle for:

  • Questions revolving around your insurance or annuity policies
  • Questions regarding insurance paperwork or insurance medical exams
  • Updating personal information or contract information including bank accounts and beneficiaries
  • Client information and general inquiries
 
Shannon M Hammond

Shannon M Hammond

Director of Planning Services
Office 518-459-4665

Personal: Shannon grew up in Oswego, NY. She moved to the Albany area in 2014 with her husband, Scott, and daughter Nora. Shannon joined Northwestern Mutual in 2016. She enjoys exercising, spending time with her friends and family, and being outdoors.

Professional: Shannon graduated from Binghamton University with a Bachelor of Arts in Actuarial Science. Shannon started with Northwestern Mutual in October of 2016 and holds her Life, Accident, and Health insurance license for the state of New York as well as her FINRA Series 7 & 63 Investment Licenses.

Contact Shannon For:

  • Questions revolving around your Personal Planning Analysis
  • Plan Updates
  • Referrals
  • Scheduling and confirming appointments
  • Client information and general inquiries
 
Amanda S Zitwer

Amanda S Zitwer

Director of Insurance Operations and Services
Office 518-459-4665

Personal: Mandi currently resides in Malta, NY with her husband, Jared and dog, Piper. She enjoys spending time outdoors hiking, being with family and friends, and shopping.

Professional: Mandi graduated summa cum laude from FIT with a Bachelor's in Marketing and a minor in Economics. Prior to joining Northwestern Mutual in the summer of 2016, she worked as a successful Sales and Marketing Manager in the luxury consumer products industry. After several years living and working in New York City, Mandi decided it was time for a change of pace and scenery, and moved back home to the Capital Region. Mandi holds her Life, Accident and Health insurance license for the State of New York.

Contact Mandi For:

  • Questions revolving around your insurance or annuity policies
  • Questions regarding insurance paperwork or insurance medical exams
  • Updating personal information or contract information including bank accounts and beneficiaries
  • Client information and general inquiries
 
Danielle P Umstead

Danielle P Umstead, MSF

Office 518-459-4665

Personal: Danielle grew up in Syracuse, NY and currently resides in Troy, NY. In her free time, she is a professional artist and an avid fan of science fiction.

Professional: Danielle graduated from Syracuse University in 2018 with a Master of Science in Finance. She has obtained a Bachelor of Arts in Economics from Syracuse University as well. Danielle currently holds her FINRA Series 7 & 63 Investment Licenses, as well as her Life, Accident and Health insurance license for the State of New York.

Contact Danielle for:

  • Trade request
  • Wire transfers and distribution requests
  • Setting up automatic distributions to or from your account
  • To request monthly performance reports
  • Updating personal information, including bank account information and beneficiaries
  • Questions regarding account paperwork or account statements

 

 
Rebecka Kelley

Rebecka Kelley

Executive Assistant
Office 518-459-4665

Personal: Rebecka grew up in the Albany, NY area where she attended the Albany Academy for Girls from Pre-K through high school. She currently resides in Mechanicville, NY with her daughter, Teagan. She enjoys spending time with her two dogs Sneakers and Mulligan, as well as reading, travelling, and volunteering in the community.

Professional: After she attended Johns Hopkins University for two years, Rebecka went on to graduate Magna Cum Laude from Marist College with a Bachelor of Arts in Economics and Psychology. Before joining Northwestern Mutual in August of 2019, she worked in the financial services industry for five years in both retail and business banking.

Contact Rebecka for: 

  • Scheduling and confirming appointments
  • Client information and general inquiries 
 
Nicole McIntosh

Nicole McIntosh

Associate Financial Representative
Office 518-459-4665

Personal: Nicole grew up in North Pole, Alaska and currently resides in Albany, NY. Nicole has two brothers, and while growing up in Alaska, they spent a lot of time outside; participating in various sports and outdoor activities. Nicole also enjoys traveling, exercising, volunteering and spending time with family and friends.

Professional: Nicole is currently a student at The College of Saint Rose set to graduate in 2020. She is going for a dual degree Bachelor and Master of Science in Business Administration with a concentration in Small Business and Entrepreneurship. At Saint Rose, she is a student-athlete on the women’s swim and dive team. Nicole also serves as the Co-Chair on the Saint Rose Student-Athlete Advisory Committee as well as the Co-Chair on the NE10 Athletic Conferences Student-Athlete Advisory Committee. Nicole started at Northwestern Mutual in 2019 through the internship program and has since transitioned into her current role. Nicole currently holds her Life, Accident and Health insurance license for the state of New York and Alaska.

Contact Nicole for:

  • Investment Reports
  • Insurance Reports
  • Account Statements
  • Investment Research
 

William J. Newman, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Atrium Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck