My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.

 
Allison Battistoni

Allison Battistoni

Office 518-785-4141

Personal:  Allison Battistoni was born and raised in the Capital District and currently resides in Nassau, New York with her husband, Todd and daughter Veronica.  Allison enjoys renovating her home, traveling, reading, and spending time with her family and friends.

Professional:  Allison has been in the insurance field for over seven years and holds her Life, Accident, and Health insurance license for the State of New York.

Please contact Allison for:

Questions revolving around your investment accounts, including:

  • Trade requests
  • Wire transfers and distribution requests
  • Setting up automatic distributions to or from your account
  • To request monthly performance reports
  • Updating personal information, including bank account information and beneficiaries
  • Questions regarding account paperwork or account statements

 

 

Barbara A Bertrand, CLU®

Director of Insurance Operations and Services
Office 518-785-4141 ext. 7715

Personal:  Barb Bertrand was born and raised in Troy, New York where she still currently resides.  Barb's husband Chris serves as a Lieutenant firefighter for the City of Troy.  Barb and Chris have two children, Jacob and Genevieve.  Barb enjoys spending time with her family and friends, cooking, baking, and traveling.

Professional:  Barb has been in the insurance and financial services field for more than 20 years.  Barb holds her CLU ® designation, FINRA Series 7, Series 6, Series 63 and Series 65 investment licenses as well as her Life, Accident, and Health insurance license for the state of New York. 

Please contact Barb for:

  • Questions revolving around your insurance and/or annuity policies
  • Questions regarding insurance paperwork or insurance medical exams
  • Updating personal information or contract information including bank accounts and beneficiaries
  • Client information and general inquiries
  • Questions involving your Personal Planning Analysis and plan updates
  • Scheduling and confirming appointments
  • Referrals/Introductions
 

Patricia A Stroebel

Administrative Assistant
Office 518-785-4141
 

Joseph M Anderson, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

 

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