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.

 
Barbara A Bertrand

Barbara A Bertrand, CLU®

Practice Manager
Office 518-583-0041 ext. 105

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.  She 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. Barb is a member of the Financial Planning Association (FPA).  She is responsible for the training and development of team members, some of the day-to-day operations of the business and building enduring client relationships.

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
 

Rashane Redman

Director of Client Relations and Marketing
Office 518-583-0041 ext. 106

Personal: Rashane was born in Jamaica and raised in Montgomery county and currently resides in Ballston Spa, New York.  She enjoys spending time with her family and friends, dancing, traveling and pineapples!

Professional: Rashane has been in the financial field for over a year and holds her Life, Accident, and Health insurance license for the State of New York.

Please contact Rashane for :

  • Marketing
  • Events
  • Updating personal information or contract information including bank accounts and beneficiaries
  • Client information and general inquiries
  • Scheduling and confirming appointments
 
Zachary S Mueller

Zachary S Mueller

Director of Portfolio Research and Advisory
Office 518-583-0041

 

Personal:  Zach enjoys spending time with his wife, Karen and their dog, Martini.  Zach also takes pride in his exceptional cleaning and organizational skills!

Professional:  Zach's primary role centers around the development and implementation of investment strategy as well as the ongoing research and monitoring of client portfolios.  In addition, Zach is responsible for managing the day-to-day operations of the business, including financial planning development, overseeing all trading activities and the training and development of team members.  He enjoys developing long, lasting relationships with our clients.  Zach has earned his Series 7 and 63 as well as his Life, Health and Accident Insurance license. 

Please contact Zachary for:

  • Servicing Your Investment Accounts
 
Allison Battistoni

Allison Battistoni

Associate Financial Representative
Office 518-583-0041 ext. 124

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

 

 
Karen A Hoffman

Karen A Hoffman, CLTC®

Director of Insurance Operations and Services
Office 518-583-0041

Personal:  Karen grew up in New Jersey and moved to Wilton, New York about 30 years ago. She volunteers regularly for Boy Scouts Troop 24 and the Wilton Food Pantry where she is on the board of directors. 

Professional:  Karen has worked alongside Charles Martin for 26 years!  She has her Life and Health insurance license, her Series 6 and 63 registrations and CLTC designation.

Please contact Karen for:

  • Servicing Your Insurance Accounts
  • Assisting With and Providing Applications
  • Underwriting
 
Louise A Paladino

Louise A Paladino

Director of Operations and Client Service
Office 518-583-0041

Personal:  Louise loves to cook, bake and spend time with family and friends.  

Professional:  Louise focuses on customer service and investment operations such as preparing/processing paperwork and investment trades, wire transfers and internal/external account transfers.  Louise has earned her Series 6 and 63 registrations. 

Please contact Louise for:

  • Servicing Your Investment Accounts
 
Donna L Plog

Donna L Plog

Associate Financial Representative
Office 518-583-0041

Personal:  Donna enjoys spending time with family, traveling, baking, reading and flower gardening.  

Professional:  Prior to joining Northwestern Mutual in 2013, Donna was employed by The Ayco Company, L.P. for 11 years as an Administrative Assistant.  Donna has her Series 6 and 63 and Life Insurance Agents licenses.  Her primary responsibilities are to assist and organize paperwork for Personal Planning Analyses, preparing Morningstar reports and logging in all incoming checks.  She also pinch hits for other areas, as needed. 

Please contact Donna for:

  • Servicing Your Insurance Accounts
  • Servicing Your Investment Accounts
 
Nicole Winacott

Nicole Winacott

Executive Assistant
Office 518-583-0041

Personal:  Nicole grew up in Connecticut and moved to the Saratoga area about 6 years ago.  Outside of the office, Nicole enjoys spending time with her husband and two boys as well as gardening and traveling.  

Professional:  Nicole supports the team with 15 years of experience from a high-paced corporate environment.  She graduated from Central Connecticut State University with a Bachelor of Arts degree in Sociology.  She also earned her Life, Health and Accident Insurance license. 

Please contact Nicole for:

  • Scheduling Appointments
  • General Inquires
 
Charles E Martin

Charles E Martin, CFP®, CLU®, ChFC®, CASL®

15,
Office 518-583-0041

Professional:

Chuck Martin joined Northwestern Mutual in 1983.  Chuck earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, administered by the CFP Board,  and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College. Chuck has also earned his Chartered Advisor for Senior Living (CASL).

Chuck Martin uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement and asset allocation needs. He will help you identify both short and longer-term goals for you and your family. Chuck will then help you develop a comprehensive plan that addresses a wide spectrum of needs, including:

  • Asset Allocation
  • Disability Income
  • Education Funding
  • Estate Planning
  • Long-Term Care
  • Retirement Planning
  • Survivor Income

Chuck Martin’s mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. He will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

Education:

Chuck received his Bachelor of Science in Accounting from Clarkson University in Potsdam NY in 1982

Awards and Recognition:

  • Million Dollar Round Table Qualifying Member since 2000
    • Life Member since 2010
    • Court of the Table Qualifying Member since 2010
  • National Quality Award for 30 consecutive years since 1983

Associations and Memberships:

Chuck Martin´s industry affiliations include the Society of Financial Service Professionals,The Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA).

Areas of Expertise:

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Investment Strategies
  • Estate Planning
  • Business Succession Planning
  • Retirement Planning
  • Education Funding
  • Long Term Care Planning
  • Life Insurance Planning
  • Financial Planning
  • Special Needs Planning

 

Personal:

Chuck Martin grew up in Whitesboro NY. Chuck attended Clarkson University and received his Bachelors of Science in Accounting in 1982. Chuck moved to Saratoga Springs, NY after moving around after he graduated from college.  Chuck is a proud father of two beautiful daughters, Onnalea and Michaela. Chuck enjoys downhill skiing, camping and backpacking during his spare time. Chuck likes to hike in the Adirondack Mountains and White Mountain in New Hampshire. Chuck is also an avid runner and enjoys long distance runs and running marathons. Chuck has run marathons in Scranton, Connecticut, Schroon Lake and Hudson Mohawk.

Chuck came to Northwestern Mutual in 1983 after one of his friends showed him a policy from Northwestern and his friend’s manager recruited him. Chuck has been with the company since!

 

Joseph M Anderson, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Anderson Financial Group

 

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