My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Kelly Green

Kelly Green

Associate Financial Representative
Office 315-343-2323

Meet Kelly- our free spirited life insurance chief! Kelly joined the team in December 2013 after working at our Network Office for a short time. Kelly can answer just about any questions you have when it comes to the ins and outs of life & disability insurance. If she can’t, she’ll find the answer for you! Kelly loves to laugh and is always looking for excuses to have a little giggle. So, be careful-your cheeks might hurt by the time you leave our office! Kelly worked hard to obtain her Life, Accident, Health license. 

 

Nicole Lee James

Associate Financial Representative
Office 315-343-2323

Meet Nikki- our soft spoken investment guru in training! Nikki joined the team in March 2014 and was brand new to the field. She came to us via a referral from Kelly. Nikki can answer your servicing related questions regarding your retirement accounts. If she doesn’t know an answer off hand, she’ll be happy to dig until she finds it!  Nikki has worked hard to obtain her Life, Accident, Health license.

 

Jedediah L Porter

Associate Wealth Management Advisor
Office 315-343-2323

Meet Jed- our seriously serious research master! Jed re-joined the team in November 2015 after working with a solo rep for a few years. Jed truly loves his job…so much that he works for two financial representatives! Jed is very attentive to details and is brilliant when it comes to mutual fund information, spread sheets and formulas. Don’t let his serious face fool you, though. Jed whips out the gut busting funnies on a daily basis! Jed has worked hard to obtain his Life, Accident, Health license, Series 6, 63 and 7 registrations. (Psh, who are we kidding…it was pie for him!)

 

George R Allen, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck