My Team

Joe is a an Associate Financial Advisor who holds his bachelor’s degree in finance from The University of Rhode Island graduating Magna Cum Laude distinction. Joe holds his Series 6 and 63 registrations, Life, Accident and Health licenses and has been with Northwestern Mutual for 6 years. He started his journey with the company in Providence, Rhode Island close to where he grew up and has since relocated to Long Island to be with his wife Jackie. In his spare time, Joe enjoys spending time with his friends and family, golfing, fishing, and snowboarding.

Joe’s role is to help clients achieve financial security through risk management, asset accumulation, asset preservation and income distribution strategies. Joe helps deliver comprehensive financial plans to each client built around their personal, professional and financial goals. Joe also handles regular client reviews keeping them up to date with investment progress, insurance policy information, and valuable advice.

Tiffany holds her Series 6 and 63 registrations, Life, Accident and Health licenses. She is responsible for general client service support, facilitation of underwriting through the Home Office,  as well as assisting Rob with the servicing of investment accounts.  Tiffany joined Rob's team in 2015 with 16 years of experience in life insurance underwriting and investment account servicing, having previously held positions as a Registered Representative at American Portfolios Financial Services and at Gruntal & Co. on the Mutual Fund Desk.

Tiffany lives in Bethpage with her husband and 3 children. 

Carla joined Rob’s team in March 2021 as Client Relations Manager, being responsible for all client communications, scheduling, case preparation, and client account servicing. Carla brings her vast knowledge and expertise working for Canon U.S.A., Inc. Headquarters for 7 years. She managed all VIP client meetings, supported executives, and planned corporate events. Carla graduated from St. Thomas Aquinas College holding a Bachelor’s Degree in Marketing and Communications. Carla grew up in Glen Cove and her hobbies include traveling, beach, soccer, skiing, poker, dining out with her friends, and especially spending time with her family.

Christina is our newest team member. As Director of Business Development, she oversees the acquisition and onboarding of new clientele while helping to build and maintain long term relationships with our newly acquired clients.

Christina graduated from Farmingdale State College with a bachelor’s degree in Professional Communications and was proud member of the Communications Honor Society. Since then, she has worked in the fields of marketing and client relations. Christina grew up in Kings Park, NY, and now lives in New Hyde Park with her husband. She enjoys hiking, nature, baking, music, but most of all, spending time with her loved ones.