The Atrium Financial Group is composed of giving individuals committed to lifelong learning, who are role models at home, at work, and in their communities.
We work with coachable clients who share our values. Our Team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies.
Our comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance.
The Atrium Financial Group is also proud to offer financial planning by and for women. Our practice includes two women who have earned the CERTIFIED FINANCIAL PLANNER™ professional designation, something that sets us apart.
Our interdependence allows us to remain committed to our clients, families, and community, giving us an unparalleled work life balance.
Michael P Mennella CFP®, CLU®, ChFC®, CLTC®
Partner and Wealth Management Advisor
William J. Newman CFP®, CLU®, ChFC®, CASL®, RICP®
Founder and Private Wealth Advisor
Jeremiah J Mackey CFP®, CLU®, ChFC®, CASL®, AEP®
Partner and Private Wealth Advisor
Amanda S Zitwer CLF®
Director of Insurance Operations and Services
Mary B Hall
Investment and Planning Associate
Affiliate Advisors
Through Northwestern Mutual, The Atrium 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.
