Get to know my dedicated team
At the core of my practice is a client-centric approach.
I believe in crafting personalized financial strategies that align with each client's unique goals, values, and circumstances. My dedication to continuous learning and staying on top of the latest financial trends ensures that my clients receive the most current and effective advice.
My team and I are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Madeline Halverson
Operations Associate
Madeline joined Northwestern Mutual with experience in franchise operations and business technology sales. She is originally from Minneapolis and came to the area to study business and management at College of St. Rose where she played volleyball all four years. She continues to enjoy playing volleyball and many other sports, as well as DIY projects and crafts, spending time on Saratoga Lake, camping, party planning, and cooking for friends.
Dylan Notaro
Financial Planning Associate
Dylan was born and raised in the Hudson Valley and graduated from the University of Tampa, earning a bachelor’s degree in sport administration and a minor in accounting. While in college, he interned with the New York Yankees, which was an incredible experience for an avid sports fan. Dylan enjoys building relationships, and that is why he chose to work for an organization that is known for putting their clients first. Outside of work, Dylan enjoys hanging out with family and friends, hiking with his girlfriend and their dog, and trying new eateries.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
