Brian joined Northwestern Mutual as a financial representative upon graduating from Manhattan College in 2000 with a BA in Finance. He works closely with clients, developing comprehensive strategies to help meet their long term financial goals. Extremely focused and possessing abundant product knowledge, Brian stays on top of industry trends and competition. Brian assists Dan with managing a client base that includes some of the most influential attorneys, investment bankers and business professionals in Manhattan. He resides in Rockland County, New York and is a avid movie-goer, book-reader and baseball fan. In his spare time, Brian most enjoys spending time with his wife and daughter.

James has been with Dan's team since the beginning of 2009 as our Marketing and Communications Coordinator. He is an integral part of new business development serving as a liaison between prospective clients and Dan by cultivating relationships and arranging meetings. James possesses solid knowledge of the financial industry. He draws on prior sales and alliance management experience garnered at engagements in both the private and voluntary sectors including financial software sales, general business management systems and media intermediary with the scientific community. James holds a B.A. in Environmental Science and a M.S. in Public Policy. A proud father of "the two best kids in the world", James enjoys travel and cinema with his wife as well as recreational sports.

Kay Lyn came on board four years ago as our office administrative assistant. She has a degree in Marketing from the University of Texas at  Austin and remains an avid Longhorn fan. She handles database management, correspondence and running proposals. Kay Lyn prepares all of Dan's files for client meetings and keeps our inventory of marketing materials up to date. She executes mailings and handles Dan's licensing. Kay Lyn keeps the office stocked and orderly, which enables us to run efficiently. When she is not keeping the office in order, she enjoys spending time with family, traveling to Puerto Rico and Texas, motorcycle riding, playing tennis and gardening.

Rochelle has been in the financial services industry for over 20 years. She has extensive management, underwriting, customer service and marketing experience. Extremely motivated, Rochelle spearheads new business development and runs the operation on a day to day basis.  Exceptional customer service is her primary goal. She has a thorough knowledge of policy features and benefits and is known for her problem solving skills.  Rochelle is well versed in impaired risk cases. In her free time, she loves spending time with her daughter, Cara, and her three dogs. Rochelle also enjoys drawing, painting, hiking and ice skating.