Mike holds a bachelors degree in Economics from Stonehill College. His dedication to his clients has motivated Mike to continue his education throughout his career. Mike grew up on Cape Cod and now lives in Cohasset, MA with his wife Erin and three daughters Clare, Mairead, and Neala. In his spare time, he enjoys spending time with his family and friends and playing golf.

Chris’ journey with Northwestern Mutual started in college; a time when most students are still trying to figure out what they want to do when they grow up.  Chris’ experience has been a bit different in that he’s always known what he wanted to do, and he knew it revolved around helping people achieve financial freedom (no word on that whole "growing up" business yet).

As a college graduate, and starting his career as a Financial Advisor, Chris never imaged that in ten years’ time, he would be the CEO of a ten-person team.  Chris is most proud of the culture he and his colleagues have created at Sankaty Wealth Management. He believes that Team Sankaty is wired to deliver -- to pay extreme attention to detail, and to bring massive value.  Chris and his team have built and continue to grow upon their ability to be a top-tier firm in the wealth management space.  In his words “we’re the real deal.”

Chris wants his clients to know that he and his team wake up every day, ready to serve.  Chris operates his business with the mentality that there is a material difference between someone who simply helps manage your money, and someone who is willing to be a thought partner throughout your life.  That’s exactly what Chris and the Sankaty team represent - money partners who are not sitting across the table form you, they’re sitting next to you.  Chris fundamentally believes that money is meant to be used as a source of fuel to live life to the fullest.  From his perspective, the highest form of wealth is to be able to do what you want, with who you want…and that requires very intentional planning. 

Chris resides in Hingham, Massachusetts with his wife, Alissa, who he met in 2015 serving on a mission trip in Honduras.  Chris and Alissa are the proud parents of daughter, Evelyn, and twins, Winston and Willow.  Becoming a dad has inspired Chris in ways he never thought possible.  The responsibility he feels for his children’s future and well-being has only reinforced his passion for helping others understand the power and security that are afforded through thoughtful financial planning.

Chris and Alissa enjoy traveling across the world to foodie towns and tasting the best each city has to offer.  New England is certainly a region for the seasons and Chris loves taking advantage of the seasonal activities his beautiful state has to offer.  In the winter, he loves to hit the slopes (Ski the East, baby) and in the summer, he enjoys playing golf (i.e. feeding golf balls to the tree-line one ball at a time).

Ryan graduated from Suffolk University in 2018 where he studied Finance with a concentration of Investments and a minor in Real Estate.

Ryan is an avid outdoorsman who loves to fish, golf, and spend time with his two dogs, Molly & Myra.

How Can Ryan Help You?

. Assist with servicing investment accounts

. Coordinate asset movement

. Conduct annual reviews with clients

Current Registrations and Licenses: FINRA Securities Industry Essentials, Series 6 & 63, Massachusetts Life and Massachusetts Health.

Sarah joined team Sankaty in 2020, as an Insurance Operations Specialist, where she was responsible for managing applications and paperwork, guiding clients though the underwriting process and assisting with requests post approval.  Today, Sarah serves as the Director of Operations where she oversees the daily operations of the firm, on-boards new employees, and handles various client requests.  Sarah enjoys working for a company where she has been given the tools, and most importantly, the encouragement, for growth both professionally and personally. 

Sarah grew up in Scituate, Massachusetts and is a graduate from Curry College.  After graduating from Curry, Sarah went on to attend Southern New Hampshire University, where she graduated with an M.S. in Industrial and Organizational Psychology.  In her free time, Sarah enjoys going on adventures with her fiancé Matt and their dogs Thor and Stark.  Sarah and Matt will tie the knot in October 2023 on Cape Cod.  Wedding planning has proven to be quite time consuming but it will totally be worth it (…right!?).

Jordan graduated from University of Massachusetts Boston with a Bachelor's Degree in Management, Accounting and Finance and later received his MBA at Suffolk University - Sawyer Business School. Jordan started working with Northwestern in July 2016 in Boston and joined Mike's team in December of 2018.

How Can Jordan Help You?

. Customize investment solutions for your financial needs

. Trading, tax efficient strategies

Current Registrations and Licenses: FINRA Series 7, 63, 24, Massachusetts Life, Accident and Health Insurance

Matt grew up north of Boston and graduated from St. Lawrence University in 2014 with a B.A. in Economics and Government.

What Can Matt Help You With?

. Help conduct rollover calls.

. Investment paperwork and account maintenance.

Current Registrations and Licenses: FINRA Series 7, 66 & 63, Massachusetts Life and Massachusetts Health.

Casey joined Northwestern Mutual in November of 2020. Before Northwestern Mutual, Casey was an account manager in the promotional products industry. He graduated from Thomas College in 2014 with his BA in Management. Outside of work, Casey spends as much time as possible in the Moosehead Lake region going camping, hiking, and fishing.

Stephanie joined Sankaty Wealth Management in the spring of 2022.  Prior to joining Sankaty, Stephanie spent a decade in health care, specializing in written communications and partner relations.  Ready to shake things up post-pandemic, Stephanie decided to set up camp with Sankaty Wealth Management.  She was excited to join a team whose primary focus is serving others through diligence, expertise and most importantly, camaraderie.  With over 20 years of experience leading executive teams, spanning a variety of markets, Stephanie’s core passion has become cultivating corporate mission and evoking inspiration through written communications.  Stephanie is proud to be part of an ensemble of good humans who want to work hard, serve their clients, and support each other through the daily nuances of work and life. 

Stephanie grew up in Hingham, Massachusetts and attended Assumption College, where she graduated with a B.A. in Psychology.  In her free time, Stephanie enjoys cooking (soup is life), walking, reading, and spending time with friends who are like family.

Dan grew up in New Jersey and is a graduate from Union College where he majored in Mathematics. Dan also attended Merrimack College where he received his MBA in Health & Wellness Management. In his free time, he enjoys going to the gym, playing video games, and going to sporting events.

Dick has spent over 35 years in the Investment Management industry. He has managed both Traditional and Alternative strategies. He recently came to Northwestern Mutual from Julex Capital where he was responsible for Option Overlay strategies. Before Julex he was a Managing Director of Rampart Investment Management responsible for Investment Research and Marketing. He has also been a Director of Research at Standish, Ayer & Wood, David L. Babson, and SunTrust. Dick started his career with Goldman Sachs. Dick is a CFA®, a graduate of Hamilton College, and has an MBA from the University of Texas @ Austin.