Get to know your dedicated team
Each of us 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.
James S Borchers
Wealth Management Advisor
My practice is centered around assisting my clients with three areas of financial planning: insurance, investment management, and inheritance planning.
Sarah R Torres
Director of Insurance Services
Sarah, Director of Financial Planning and Insurance, has been a cornerstone of James' team since 2022. She holds FINRA Series 6 & 63 certifications and a NYS Life, Accident & Health license. Residing in Albany, NY, Sarah expertly balances her career with her passions for cooking, travel, and family time with her son. She is committed to crafting personalized financial strategies, diligently handling insurance planning, and helping clients achieve their financial dreams. Sarah excels in completing and submitting insurance applications, providing underwriting updates, servicing existing insurance policies, and building bespoke financial plans.
Nick Deppner
Financial Planning Analyst
Nick, a Certified Financial Planner® (CFP®) professional, joined Northwestern Mutual in 2019. With a focus on Financial Planning and Investment Operations, Nick is adept at guiding clients through tailored financial strategies aimed at achieving their goals. He provides comprehensive investment account statements, manages investment contributions and withdrawals, and offers insightful recommendations on existing investment portfolios.
Asli J Gomez
Marketing Associate
Asli is our specialist in marketing and administrative support, bringing three years of valuable experience to our team. Her commitment to team growth and optimized operations is evident in her exceptional ability to coordinate meetings, book medical exams for insurance purposes, and follow up on supporting documents. Asli ensures seamless communication, facilitating a smooth financial journey for our clients.