William Joseph Newman, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

My Team

Our internal mission statement is to deliver service above client expectations. As a team and individually we strive toward excellence in all personal and professional pursuits,and particularly in assisting clients implement some of the most important decisions of their lives.

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

 
Jeremiah J Mackey

Jeremiah J Mackey, AEP®, CFP®, CLU®, ChFC®, CASL®

Associate Wealth Management Advisor
Office 518-459-4665 ext 2203

Personal: Jay resides in Glenville, NY with his wife Jesica and three children, Estella, Maxwell, and Elaine.  He enjoys spending time with his family, Disney, and manicuring his lawn. 

Professional: Jay has been in the industry since 1997. He joined Northwestern Mutual in 2002 after working as an independent financial planner for five years. Jay has obtained his CLU®, ChFC®, AEP®, and CASL® designations and his CFP® certification , as well as his FINRA Series 7, 6, 63, and 66 investment licenses.

Contact Jay for:

  • Financial Planning Needs
  • Plan Updates
  • Updating Financial Goals
  • Trade Requests
  • Referrals
 
Barry J Rings Jr

Barry J Rings Jr

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Barry was born and raised in the Capital Region where his family has been running a multigenerational restaurant since the 1920s. Barry, his wife Emily and their cat Digit currently reside in Nassau where they plan to build a home and start a family.  Barry enjoys reading, cigars, playing golf, and spending time with friends & family.

Professional: Barry attended SUNY Albany and shortly after graduating with a Bachelors in Economics, pursued a career at Northwestern Mutual as a Financial Advisor. After approximately two years, he relocated to NJ with his fiancé to pursue an opportunity at a consulting and software startup where he remained for 2 ½ years, invariably missing the financial services industry, Barry decided to reenter the business with The Newman Group as an Associate Wealth Management Advisor.  Barry currently holds his FINRA Series 6, 7, 63 & 66 investment licenses as well as his NYS Life, Accident & Health license.

Contact Barry For:

  • Financial Planning Needs
  • Plan Updates
  • Updating Financial Goals
  • Referrals
 
Kyle M Simmons

Kyle M Simmons, CFP®

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Born and raised in the Capital Region, Kyle Simmons is a graduate of Shaker High School and The University of New York at Albany and Empire State. An avid martial artist, Kyle currently holds Black Belts in two separate martial arts and his competed at the local, state and national level. Recently married, Kyle resides in Loudonville, NY with his wife, Katie, their daughter, Carly and their energetic boxer, Tank.

Professional: Prior to joining Northwestern Mutual, Kyle held positions as both a recruiter and financial representative with a large financial services provider. In his current capacity, Kyle is responsible for constructing our clients Personal Planning Analysis. Kyle has obtained his CFP® certification and his Life, Health, & Accident insurance licensed in the State of New York and holds his FINRA Series 7 & 66 investment licenses.

Contact Kyle for:

  • Questions revolving around your Personal Planning Analysis
  • Financial Planning Needs
  • Plan Updates
  • Referrals
 
Jacqueline M Thibault

Jacqueline M Thibault, MBA

Director of Investment Operations and Services
Office 518-459-4665

Personal: Jackie currently resides in Albany, NY. She enjoys spending time with her family and friends, painting, exercising and the great outdoors.

Professional: Jackie graduated from SUNY Oswego with a Bachelor’s of Science in Finance. She started with Northwestern Mutual through the internship program. Jackie holds her Life, Accident and Health insurance license for the State of New York, as well as her FINRA Series 7 & 66 Investment licenses. She recently graduated from the University of Albany with her MBA.

Contact Jackie for:

  • Trade requests
  • Wire transfers and distribution requests
  • Setting up automatic distributions to or from your account
  • Transferring money between investment accounts
  • Updating personal information, including bank account information and beneficiaries
  • Questions regarding account paperwork
  • To request monthly performance reports
 
Elizabeth L Newman

Elizabeth L Newman, CFP®

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Liz Newman currently resides in Colorado Springs, CO with her wife, Heather, and her dogs, Kimber and Jamie. She enjoys spending time with her family and friends, as well as dancing, baseball, and traveling.

Professional: Liz graduated from Marist College in Poughkeepsie, NY with a Bachelor's of Science in Finance and Economics and a minor in Psychology. Liz started with Northwestern Mutual through the internship program and holds her CFP® Certification, FINRA Series 7 and Series 66 investment licenses as well as her Life, Accident, and Health insurance license for the state of New York.

Contact Liz for:

  • Questions revolving around your Personal Planning Analysis
  • Updates to your information or situation affecting the Personal Planning Analysis
  • Investment research, Selection, and Allocation
  • Scheduling and confirming appointments
  • Client information, general inquires, and technology
  • Questions regarding online access an account aggregation
 
Colleen M Nieminski

Colleen M Nieminski

Associate Wealth Management Advisor
Office 518-459-4665

Personal: Colleen currently resides in Delmar, NY with her husband Joe and their son Joey. Originally from Ticonderoga, NY, Colleen relocated to the capital district in 2009. Colleen enjoys spending time with family, singing, the outdoors and in the summer going to their camp on Lake Ontario.

Professional: Colleen graduated from Russell Sage College with a Bachelors of Business and Organizational Management. Colleen started with Northwestern Mutual through the internship program and holds her FINRA Series 7 and 63 investment licenses as well as her Life, Accident and Health insurance license for the state of New York.

Contact Colleen for:

  • Questions revolving around your insurance or annuity policies
  • Changing beneficiaries on your insurance policies
  • Updating personal information or contact information, including bank account information to pay your insurance premiums
  • Questions regarding insurance paperwork or insurance medicals
 
Amanda S Zitwer

Amanda S Zitwer

Associate Financial Representative
Office 518-459-4665

Personal: Mandi currently resides in Malta, NY with her husband Jared and dog Piper. She enjoys spending time outdoors hiking, being with family and friends, and shopping.

Professional: Mandi graduated summa cum laude from FIT with a Bachelor's in Marketing and a minor in Economics. Prior to joining Northwestern Mutual in the summer of 2016, she worked as a successful Sales and Marketing Manager in the luxury consumer products industry. After several years living and working in New York City, Mandi decided it was time for a change of pace and scenery, and moved back home to the Capital Region. Mandi holds her Life, Accident and Health insurance license for the State of New York.

Contact Mandi For:

  • Client information and general inquiries
  • Questions regarding account paperwork and applications
  • Updating personal information or contract information including bank accounts and beneficiaries
  • To request monthly performance reports on investment accounts
  • Confirming appointments
 
Shannon M Hammond

Shannon M Hammond

Office 518-459-4665

Personal: Shannon grew up in Oswego, NY. She moved to the Albany area in 2014 with her husband, Scott, and joined Northwestern Mutual in 2016. She enjoys exercising, spending time with her friends and family, and being outdoors.

Professional: Shannon graduated from Binghamton University with a Bachelor of Arts in Actuarial Science. Shannon started with Northwestern Mutual in October of 2016 and holds her Life, Accident, and Health insurance license for the state of New York

Contact Shannon For:

  • Questions revolving around your Personal Planning Analysis
  • Referrals
  • Scheduling and confirming appointment
  • Client information and general inquiries
 

Sarah Elizabeth Williams

Executive Assistant
Office 518-459-4665

Personal: Sarah currently resides in Clifton Park, NY. She enjoys spending time with family and friends, yoga, decorating, and reading nonfiction.

Professional: Sarah graduated from Hudson Valley and quickly joined the workforce to maintain her independence. She has succeeded in her professional growth through excellent customer service skills and passion for helping others, as well as her motivation to continue to learn and expand her knowledge in different fields. Sarah started with Northwestern Mutual in October 2017.

Contact Sarah For:

  • Client information and general inquiries
  • Scheduling and confirming appointments
  • Referrals
  • Personal information changes
 

Daniel M Newman

Office 518-459-4665

Personal: Daniel currently resides in Clifton Park, NY. He enjoys reading and origami.

Professional: Daniel has a Bachelor's in Physics from Clarkson University and a Master's in Physics from Adelphi Univeristy and a Master's in Education from State Unviersity of New York at Albany.

 
 

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