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A young daughter kissing her father on the cheek.

We make plans for
people, not just money.

Our version of
financial planning.

We're here to help you do the things that matter most, with the people who matter most. Now and years from now. Working with the Northwestern Mutual Capital Region of Albany office means having a dedicated team to think of all the what-ifs, so you don't have to.

Our integrated approach starts with your financial big picture to create an achievable, flexible plan with the right mix of insurance products and investment strategies to help you live the life you want.

Areas of expertise


As part of Northwestern Mutual, our financial advisors and representatives in Capital Region of Albany office have a wide range of best-in-class products and industry-leading expertise to help people at different life stages, in different career fields, and with different financial goals.

  • Life insurance

  • Disability insurance

  • Holistic financial planning

  • Long-term care planning

  • Education funding

  • Retirement planning

  • Estate planning

  • Small business planning

  • Investment strategies

  • Wealth management

Tools to help you reach
your goals.


Our digital tools will help you work hand-in-hand with your advisor to design a personalized financial plan. Plus, you'll always have a clear view of your finances from any device.

You can securely access all your account details whenever you want, use goal trackers to see your progress, keep tabs on your net worth and spending trends over time, and much more.

Find a financial
advisor in our
Capital Region of Albany office.

How it works:
Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone?
Find them here