Professional

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. Matt ’s position aligns with Northwestern Mutual’s - he doesn't believe in chasing fads or taking undue risk for short-term gains. Instead, Matt takes a long-term approach—both in the way he helps people plan to reach their goals, and in the way he does business.

This approach has served his clients well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

Matt's practice is focused on providing a unique financial planning experience by first understanding his client’s goals, values and priorities.

Awards and Recognition

• Has been named to FORBES BEST IN STATE NEXT-GEN WEALTH ADVISORS in MA for 2023
  Forbes Best in State NEXT-GEN 2023
• Has been named to FORBES BEST IN STATE FINANCIAL SECURITY PROFESSIONALS in MA for 2022 and 2023.
  Top Financial Security Professionals Best-In-State

Forbes “Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Forbes Top Financial Security Professionals Best in State List (July 2023, July 2022). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Matt's video

Personal

Matt grew up in Needham, MA and graduated from Ithaca College. An undergraduate major in Finance led him to a career at Northwestern Mutual. Some may say his father, a 25-year veteran of Northwestern Mutual, may also have had something to do with it.

Outside of work, Matt enjoys marathon running (he’s completed seven!), hiking, and playing golf. Spending time with his family and traveling are extremely important to Matt. He currently lives in Needham with his wife Dana, daughter Sophia, and sons, Charlie and Samuel. Dana and Matt are both active volunteers in numerous charities - most notably, Big Brothers Big Sisters and the Anti-Defamation League.

In 2010, Paul took his years of client experience along with his inherent passion for financial management and began his successful career in Wealth Management with Northwestern Mutual. Paul will attest that earning the trust of his clients and the pride that comes with successfully helping them fulfill their own goals is truly his life’s work and he couldn’t be happier.

A lifelong Bostonian, raised with money management as a cornerstone of his upbringing, and graduate of Emory University in Atlanta, Paul’s prior career has spanned from door-to-door sales to sports advertising, which helped him gain the communication skills most helpful when working with clients today. Paul has been very fortunate to build a successful practice working with established professionals, as well as soon to be retirees, and has specific sector experience in Biotech and Pharma and extensive expertise working with complex equity positions.

Paul runs his practice just as he views the rest of his life and is always putting his family first, which by extension includes his team, his clients, and their respective families. To maintain his hard-working mentality along with his family values, Paul spends as much time as he can with his wife and son, spending half the year in Florida soaking in the sun, and the other half of the year in the Boston area catching as many Boston sporting events as possible.

Patrick has been in the financial services field for 17 years. During this time, he has focused primarily in the areas of insurance planning, retirement planning, and estate planning. He enjoys helping clients understand risk management and investment options to achieve a holistic financial plan.

Respecting that every client is unique, Patrick brings a personal approach to each interaction. He values working with his clients as a team to help develop a personalized financial plan that will meet his client’s needs of today and tomorrow.

Patrick graduated from the University of Rhode Island with a major in Business Administration and a minor in Economics. He has his Series 6, 63, and 7 licenses.

In his free time, Patrick loves traveling to play unique golf courses across the United States and watching hockey any chance he gets.

Lisa joined as our Chief Experience Officer and VP of Operations in the summer of 2023. Prior, Lisa was successfully running her own Executive Coaching practice and has served in numerous management roles within the private and public sector. From start-ups to Fortune 100 companies, Lisa has built her career on growing individuals, teams, and organizations with the belief that people are at the heart of business. Lisa earned her BS in Neuroscience and her MBA and has leveraged her talents to drive organizational efficiency, effectiveness, and career satisfaction by aligning individuals with their most passionate work and building the systems to support success. As part of our team, Lisa leads all internal talent management and operations, as well as offering Executive Coaching Services to our clients. A lover of the outdoors and staying active, Lisa is often looking for a local race, exploring nature, or on the ski and biking trails with her husband and twin girls.

Luke interned with the team in the summer of 2023 and joined fulltime as a Financial Planning Associate in 2023 after graduating from Suffolk University with a degree in Finance and a concentration in Wealth Management. As a natural communicator and relationship builder who truly enjoys helping others, Luke serves as our primary service advisor handling client communications, client service and financial planning support. As a lifelong athlete, Luke has quickly grown into this role due to his intrinsic motivation and fortitude, which he credits to all his years of playing sports and pushing himself through hard moments. Luke tries to find time to get on the basketball court or golf course whenever possible.

Angela joined the team in October of 2019 as an Administrative Assistant and has continued to impact our team in numerous ways since then. Angela prepares applications and administrative documents for submission as well as ensures a smooth process of operation for the client. She holds her Massachusetts Life and Health insurance license.

Before coming to Northwestern Mutual, Angela worked as an Administrative Assistant at an accounting firm and as an Executive Assistant at a financial planning company. She has a Bachelor of Science Degree with a major in Economics from Nichols College.

Angela resides in Hopkinton, MA and has three grown children, Drew, Brendan, and Emma.

Harvey joined Matt's team in 2013. He holds his Massachusetts life and health insurance license. Harvey specializes in underwriting and policy services.

Before coming to Northwestern Mutual, Harvey owned a tax planning business while coaching High School cross country and track for 14 years. He is an avid runner, completing the Boston Marathon 12 times with a personal best of 2:36:12. His ambitious personality propels client satisfaction and solid best practices throughout the underwriting process. Harvey currently resides with his family in Canton, MA.

Stacie joined the practice in 2014 and has been using her love of problem solving and passion for making an impact a top priority ever since. As Director of Client Services, Stacie leads our team in processing our planning, insurance, investment and claims activities and supporting clients in reaching their goals. Her prior roles in environmental consulting and non-profits provided Stacie with experience in client service and regulatory frameworks that helped prepare her to best serve our clients. Stacie holds her Massachusetts life and health insurance licenses as well as FINRA Series 6 and 63. Originally from Canada, Stacie came to the US for her bachelor’s degree at Northeastern University and quickly took to the Charles River leading her rowing team as Captain. Stacie can still be found on the water in the early mornings coaching at a Boston rowing club. When not on the water or helping clients, Stacie enjoys spending time with her husband and two teenagers.

Kara graduated from the University of Massachusetts Dartmouth with a bachelor's degree in English and a minor in Education. As Investment Operations Associate, she is dedicated to optimizing our client's customer service and investment experience. Kara holds her Massachusetts Life and Health insurance license.

Before coming to Northwestern Mutual, Kara spent three years as a special education teacher. Her collaborative nature and resourcefulness learned from teaching have applied directly to her day-to-day work at Northwestern Mutual.

Kara resides in Norton, MA with her husband Peter and two children. Outside of work, she loves to cook, and read. (Ask her about her book goal that she tries to achieve every year!).

Jen joined Northwestern Mutual in 2020 after spending 15 years driving client satisfaction at General Dynamics. Jen is not only driven by being part of a hardworking team in support our clients’ success, but she also loves learning about our clients, their families, and the goals we help them achieve. Jen is a graduate of UMass Amherst, Isenberg School of Management and she takes pride in using her organizational skills, patience, and customer support experience to streamline our Investments Operations workflow. Jen has always loved the outdoors and takes every opportunity to get outside and spend time with her husband and two children.

Usman creates comprehensive financial plans and strategies that are tailored to our clients’ individual needs and goals. He also then oversees investment portfolios to ensure our strategies remain continuously updated and aligned to our clients’ needs.

Usman’s approaches tasks with a methodical mindset, ensuring precision and accuracy in all aspects of his work. He thrives on tackling complex problems and breaking them down into manageable components to provide effective and efficient solutions to our clients. Usman holds a bachelor’s degree in finance, as well as his CFA® Charter and Series 7 license.

Outside of work, Usman enjoys traveling and raising his young daughter with his wife.