The Hall Financial Group

 

Joseph M. Anderson
Financial Representative
(518) 785-4141


Leonard J. Baker II
Financial Representative
(518) 785-4141


Matthew Bean
Financial Representative
(518) 785-4141


Trent Beckwith
Financial Representative
(518) 785-4141

Trent Beckwith was born in Rushford, New York. He graduated from Bob Jones University of Greenville, SC in 1993 with a Bachelor of Science degree in Financial Management. He obtained his CLU and ChFC designations in 2001 from The American College of Bryn Mawr, PA. Trent began his career with Northwestern Mutual in January 1994.

In August 1996 Trent married his wife, Missy, and the two have worked together at Northwestern Mutual ever since!

Trent and Missy are members of Grace Bible Church and are actively involved with the teens.


Anthony Bohanske
Financial Representative
(518) 785-4141


Conor Boyd
Financial Representative
(518) 798-2364 x12


Timothy Buff
Financial Representative
(518) 785-4141

Timothy L. Buff graduated from Siena College with a B.S. in Marketing/Management in 1982. Upon graduation from Siena, Tim immediately joined the Northwestern Mutual Financial Network. He has obtained the following professional designations: CLU, ChFC, and AEP. Tim lives in Latham, NY with his wife Mary Kay and two sons Timmy and Nicholas and enjoys coaching his boys in various sports.


Sean Burek
Financial Representative
(518) 518-785-4141


Phil Cortese
Financial Representative
(518) 785-4141


Patrick DiCerbo
Financial Representative
(518) 785-7436

Patrick DiCerbo was born in Schenectady, New York. He graduated from Union College in 1988 with two Bachelor of Arts degrees, European History and Spanish. Pat also obtained his CLU and ChFC designations from the American College in Bryn Mawr, PA. In 2003, Pat earned the National Association of Estate Planners & Councils (NAEPC) Accredited Estate Planner (AEP) designation.

Pat resides in Niskayuna, New York with his wife, Jennifer, and daughters, Johanna and Fiona.

In July of 1988, Pat began his career with Northwestern Mutual. Pat has been among Northwestern Mutual’s “Top 20” for Agent’s Year and “Top 10” for Eastern Regional Year. Pat has spoken at the Northwestern Mutual’s Annual Meeting in Milwaukee and all four Regional Meetings. He frequently has speaking engagements around the country.


Carl P. DiCesare, Jr.
Financial Representative
(518) 785-4141

Carl P. Di Cesare, Jr., has been with NMFN for 25 years and is a Life Member of the Million Dollar Round Table. He holds a B.A. in business administration from Marist College, belongs to the S-G Lions Club and the Scotia Glenville Elks, and enjoys woodworking. He and Katherine, his wife, have three children: Michael, Care John, and Taylor.


Carl Patrick DiCesare
Financial Representative
(518) 785-4141

Carl Patrick Di Cesare earned a B.A. in economics from Binghamton University in 2003 and an MBA in 2005 from The College of St. Rose. He joined NMFN in 2002 and is a member of the National Association of Insurance and Financial Advisors. Carl lives in Albany, New York


Frank Finch
Investment Specialist
(518) 785-4141


Mark Fine
Financial Representative
(518) 785-4141

Mark L. Fine, CLU, ChFC, has been with NMFN since 1993. A 1985 graduate of the State University of Fredonia, he holds a B.S. in accounting. Mark and Kim, his wife, live in Clifton Park with daughter Ali and son Logan. Mark enjoys golf.


Samuel Hazleton
Financial Representative
(518) 785-4141

Samuel H. Hazelton IV, MSFS, CLU, ChFC, earned an MBA with distinction from the University of Michigan/Ann Arbor in 1965 and joined NMFN in 1970. His hobbies include fishing, piano and golf. A resident of Lake George, Samuel has a daughter in Sarasota, FL; a daughter in Nishkayuna, NY; a son in Clifton Park, NY; a son in Fearsdale, NY; and a son in Saratoga Springs, NY.


James Kenney
Financial Representative
(518) 785-4141 x5344

James J. Kenney joined NMFN in 1999, after graduating in 1996 from Providence College with a B.S. in economics. He lives in Clifton Park, New York, and enjoys spending time with his family—Kristi, his wife, and children Quinn, Riley and Avery.


Charles Martin
Financial Representative
(518) 583-0041


Scott McCauley
Financial Representative
(518) 785-4141


William Melchior
Financial Representative
(315) 265-8334

William G. Melchior, CLU, has been with NMFN since 1983. A 1975 graduate of SUNY – Potsdam, he holds a bachelor’s degree in music. William is a member of the Potsdam Rotary Club and the Canton-Potsdam Hospital Foundation. He lives in Hannawa Falls, New York, with his son Jeremy, and enjoys golf, fishing, boating and traveling.


Shaun Miller
Financial Representative
(518) 785-4141


Carol Rappaport
Disability Income Specialist, Employee Benefit Specialist
(518) 785-4141


Anthony Simone
Financial Representative
(518) 785-4141


Patricia Smith Phillips
Financial Representative
(518) 798-2363


Steven Tennant
Financial Representative
(518) 785-4141 x5208

Steven Tennant, a member of NMFN since 1996, holds a 1991 degree in management and finance from Siena College. Steven lives in Clifton Park with Sharon, his wife, and their two daughters, Stephanie and Sara.


Bryan Thomas
Annuity Specialist
(518) 785-4141

Bryan Thomas, CLU, has been with NMFN since 1982, when he graduated from St. Bonaventure University with a bachelor’s degree in business administration. Bryan is a board member of the Greenbush Youth Soccer Club and a member of the Society of Financial Service Professionals. He specializes in fixed and variable annuities, retirement preparation, wealth accumulation and personal life insurance. Bryan is married to Lauren Albright, and they live in East Greenbush with their two daughters, Kelsey and Murphy.


Alex Tronco
Field Director
(518) 785-4141

Alex was born and raised in Italy until the age of 8. He graduated from Siena College in 1997 with a Bachelors Degree in Business Administration and a specialty in Marketing. In February of 1997, Alex joined the Northwestern Mutual Financial Network as a Financial Representative for the Hall Agency in Latham, NY. Since then Alex has earned several professional designations that include: Chartered Life Underwriter, Chartered Financial Consultant and is a registered representative with Northwestern Mutual Investment Services. Some of his accomplishments include: being a member of the Million Dollar Round Table since 2000 and a mentor to many new financial representatives.

Currently Alex is living in Latham, NY with his wife, Gina and three daughters. Most of his free time is spent with his family, traveling and being active in his local community.

Erik Whittle
Financial Representative
(518) 785-4141


Northwestern Mutual Financial Network - Albany


Greg Britton
Financial Representative
(518) 459-4665


Kenneth Bulko
Financial Representative
(518) 459-4665

Ken Bulko, an attorney and CPA, graduated from SUNY at Albany in 1981 and Albany Law School in 1985. He joined NMFN in 2002. Ken participates in WMHT Educational Telecommunications and the Literacy Volunteers of America. A resident of Miskayuna, he is married to the Hon. Jo Anne Assini.


Michael DiCesare
Financial Representative
(518) 459-4665


Scott Garbien
Field Director
(518) 459-4665

Originally from Southern Connecticut, Scott Garbien joined Northwestern Mutual in 2001. He attended Central Connecticut State University and graduated in 1996, with a Bachelor of Science Degree in Business Administration, with a concentration in Finance. Scott received his CLU designation from The American College in 2004. Scott is active in field management, and enjoys teaching. He is a member of The Society of Financial Services Professionals, and the Capital District chapter of NAIFA.

Scott lives in Latham, New York with his wife, Christine, and stepson, Steven. He enjoys playing golf, soccer, and softball. He is active in the North Colonie Pop Warner League, as well as the North Colonie Little League as a coach.


Brett Heritage
Financial Representative
(518) 459-4665


Eric Hungershager
Financial Representative
(518) 459-4665

Eric Hungershafer holds a 2004 bachelor’s degree in marketing and management from Siena College. He joined NMFN in 2005. Eric participates in the Siena Alumni, Mohawk Lacrosse league, 21st Century Leadership Society and flag football. He lives in Latham, New York.


Ryan Hungersahfer
Field Director
(518) 459-4665

Ryan Hungershafer has had a memorable start with the Northwestern Mutual Financial Network by making an impact on over 100 lives in our community.

Ryan is a Siena College, class of 2002 graduate and is currently being recognized by the Northwestern Mutual Financial Network with Top Company Honors, New Client - Top 100 and 2nd place in the Eastern Region. Ryan was also invited to attend the Fastrack Academy in 2003, an elite training school for top performing new Financial Representatives.

Ryan will take part in the Northwestern Mutual Leadership Development Program and is currently the College Unit Director on the Siena campus, helping current Siena students experience the Northwestern Mutual Financial Network from an Internship perspective.

Ryan was recently engaged and is planning his wedding with Marisa.


Richard Kelton
Financial Representative
(518) 459-4665

Richard Kelton was born and raised in Northern NJ. He went to college at Pace University in Westchester, NY where he obtained a degree in Accounting Information Systems. He worked for Arthur Andersen & Co. in NYC for two years before relocating to the Capital District in 1987.

Richard started working with Bill Newman, his former Financial Representative, in January of 1994. He currently works with Financial Representatives Ken Bulko, Chris Nuss and Scott Garbien as well. Their practices have clients in the United States and abroad.

Richard is married to Lori and has two children, Ryan and Sean. He enjoys football, boating, snowmobiling, and water skiing.


James McDermott
Financial Representative
(518) 459-4665


Scott Meyer
Financial Representative
(518) 459-4665


Peter Mortka
Financial Representative
(518) 459-4665

Peter Mortka is a vital part of the Northwestern Mutual Financial Network- Albany. His contributions over the past fifteen years have helped the office to grow exponentially both in production and number of financial representatives. He is an invaluable mentor to our newer financial representatives.

Peter is a member of the Million Dollar Round Table (1998 - 2003, 2005). He has also earned the National Quality Award (1992, 1994 - 2004), the National Sales Achievement Award (1996 - 2001), and was a Northwestern Mutual Forum Member in 2003-2004.

Peter currently resides in Clifton Park, New York, with his wife, Denise, and four children Caitlyn, Brandon, Ryan and Jensen. He is a member of St. Edward´s Parish and is active in the Clifton Park Youth Baseball Association and Troy Albany Youth Hockey Association.


Christopher Nuss
Financial Representative
(518) 785-4141


Dan Reisner
Financial Representative
(518) 459-4665


Philip Underwood
Financial Representative
(518) 459-4665

Phil Underwood came from a unique background. He grew up on a small horse farm in Massachusetts on a one-mile dirt road. He studied Mechanical Engineering and worked as a Process Engineer to maximize performance, develop new business and improve systems for his employer.

After 5 years of working in the industry while pursuing an MBA, Phil didn’t connect his career to his long-term goals for his family and himself. Phil wanted a career that would be meaningful, where he could meet great people and make a difference in their lives on daily basis -something that he would be excited about every day and would still be passionate about many years later.

After completing his MBA, a friend introduced Phil to Northwestern Mutual Financial Network and he has been with the Albany office ever since.


Northwestern Mutual Financial Network – Bennington


Stephen Bergleitner
Financial Representative
(802) 447-1198

Stephen Bergleitner joined NMFN in 2003. He is a 1991 graduate of the Delhi College of Technology, holding an associates degree in hotel and restaurant management. Stephen is a member of Rotary International and enjoys skiing, golf, mountain biking, hiking, camping and snowshoeing. He and Shawna, his wife, live in South Londonderry, Vermont.


Brian Prouty
Field Director
(802) 447-1198

Brian Prouty graduated from the University of Vermont with a B.S. in business administration in 1996 and joined NMFN in 1998. He and Melissa, his wife, live in Shaftsbury, Vermont.


Michael Slattery
Managing Director
(802) 447-1198

Michael Slattery, CLU, ChFC, AEP, majored in business administration at the Massachusetts College of Liberal Arts. He joined NMFN in 1981 and is a member of the Society of Financial Service Professionals, the National Association of Estate Planners and Councils, the Estate Planning Council of Eastern New York, and the National Association of Insurance and Financial Advisors. Michael is a qualifying member of the Million Dollar Round Table. He and Jennifer, his wife, live in North Pownal, Vermont. They have two sons, Ryan and Kyle.


Paul Phelps
Long-Term Care Specialist
(802) 447-1198

Paul A. Phelps, CLU, ChFC, AEP, CASL, has been part of NMFN since 1993. He holds a 1983 B.S. in secondary education, with a concentration in math, from Castleton State College in Vermont. Paul and Susan live with their daughters Kaely and Megan in Arlington, Vermont, where he is a school board member and coaches varsity soccer and middle school basketball.


Joseph DiMatteo
Managing Director
(315) 268-0323

Joseph Di Matteo joined NMFN in 1990. He holds a 1978 associates degree from Westchester Community College, in hotel and restaurant management. Joe and Laura, his wife, live in Potsdam, New York, with their three children: Michelina, 10; Joseph, 8; and Rico, 4. Joe enjoys golf and is a high school basketball referee, girls modified softball coach, and Potsdam youth baseball and hockey coach.


 


 
 
 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Milton C Hall III is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, Ste 120, 1201 Troy Schenectady Rd, Latham, NY, 12110, (518) 785-4141, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Hall Financial Group are not broker-dealers or registered investment advisers. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Milton C Hall III, General Agent, The Hall Financial Group has Financial Representatives that are primarily licensed in New York.

   
 

Ste 120
1201 Troy Schenectady Rd
Latham NY 12110
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Office: (518) 785-4141
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