Stephen P. Feehan joined Northwestern Mutual as a Financial Representative in 1998. During his tenure with Northwestern Mutual,
Stephen has held numerous leadership positions within the company, including Field Director, Managing Director, and Chairman
and Committee Member on the Investment Products Services Field Committee. Stephen currently serves as Field Delegate
to Northwestern Mutual’s Financial Representative Association (FRA) and as a member of Northwestern Mutual’s Field Compensation
Committee. Prior to his time with Northwestern Mutual, Stephen served as the Vice President of Operations for the Deposit
As a Wealth Management Advisor, Stephen’s objective is to bring an integrated approach to financial planning on behalf of
his clients. Determining the goals and objectives are an important first step in this process, however, Stephen also
believes that effective financial planning requires an interactive approach that coordinates his client’s activities
with existing advisors to provide a comprehensive financial plan that meets the needs of his clients. Once the plan is
created and approved by the client, Stephen and his team work tirelessly to ensure the client’s plan is implemented and
their objectives are met. Once a plan is implemented, Stephen and his team focus their attention on periodic client reviews
to determine if existing financial plans, investments and structures are still in line with their goals and objectives.
Qualifications and Expertise
Stephen has made education and training a priority throughout his career. The results of his efforts have materialized into
the following degrees and credentials:
B.S. — Bachelors of Science, Economics — Albany State University, 1987
MBA — Masters in Business Administration — Binghamton University, 1990
ChFC® — Chartered Financial Consultant — American College, 2001
CLU® — Chartered Life Underwriter — American College, 2002
Stephen Feehan has served on numerous non-profit boards in the Binghamton area including: The Community Foundation for South
Central New York, the Binghamton University Foundation and the United Health Services Foundation. Stephen currently serves
on the United Health Services Hospital Board, the Broome County Industrial Agency, the Broome County Local Development
Corporation, the New York State Teacher's Retirement Board, the Windsor Central School Board of Education and the Busfield
Stephen is a lifelong resident of the area, and currently resides in Windsor with his wife Maureen, along with their three
sons Dayne, Devon and Dylan.
Matt joined our team in June of 2007. Matt meets with clients and helps in the preparation of planning presentations and
proposals under the direction of Stephen. He holds a Bachelors degree in Mathematics from Binghamton University and possesses
his Life, Accident & Health Insurance License from New York State. Matt has obtained his FINRA Series 7 and Series
63 licenses as well as the professional designation of Chartered Life Underwriter (CLU®), Chartered Financial
®), Chartered Advisor for Senior Living (CASL®), and the CERTIFIED FINANCIAL PLANNER™
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial
Paul joined our team in July of 2013 and brings with him over 7 years of experience in the financial services industry. As
an Associate Wealth Management Advisor, Paul meets with clients and helps in the preparation and analysis of presentations
and proposals under the direction of Stephen. He holds a Bachelors degree in Finance & Business Information Systems
from Binghamton University. Paul has also obtained his FINRA Series 7 and Series 66 licenses, as well as his New York
State Agent License for Life, Accident and Health.
Dan joined our team in January of 2005. As our Director of Marketing & Business Operations and an Associate Financial
Representative, Dan helps us with our continuing efforts to establish and build strong relationships with our clients.
He holds a Bachelor of Arts degree and a Master’s degree in Administration from Binghamton University. Dan's professional
licenses include: New York State License for Life, Accident & Health Insurance and the New York State Notary Public
license. Dan has also obtained the professional designation of Registered Health Underwriter (RHU®).
Alison joined our team in May of 2004. As our Director of Investment Services, Alison utilizes over 20 years of experience
to assist our investment clients and help ensure that their wealth accumulation needs are handled accurately. Alison
holds a degree in Business Administration from Broome Community College. She has obtained her FINRA Series 6, 7 and 63
securities licenses, as well as, her New York State Agent License for Life, Accident and Health.
Sue joined our team in May of 2012. As our Director of Client Services, Sue assists in the implementation and service of
all of our clients under the direction of Stephen. Sue holds a degree in Business Administration from Broome Community
College and has over 20 years of industry experience.
Kelli joined our team in December of 2016. As our Client Service Associate and an Associate Financial Representative, Kelli
assists in the implementation of new business and service work for all of our clients under the direction of Stephen.
She holds a Bachelor of Arts degree from Ashford University and is pursuing a Master’s Degree from Binghamton University.
Kelli also has several years of experience in social services and nonprofit fields, including founding and operating
Northeast Pit Rescue & Sanctuary, a nonprofit dedicated to rescuing and rehabilitating at-risk animals.
Kelli's professional licenses include: New York State License for Life, Accident & Health Insurance.
Nate joined our team in April of 2016. As our Planning Associate and an Associate Financial Representative, Nate assists in the preparation of planning presentations and proposals under the direction of Stephen. He holds a Bachelor of Science degree in Mathematics and Bachelor of Arts Economics from Binghamton University. Nate’s professional licenses include: FINRA Series 6 and 63 securities licenses, as well as, his New York State Agent License for Life, Accident and Health Insurance.
Shelley joined our team in January of 2014. As our Executive Assistant, Shelley is responsible for general accounting and
the preparation of financial compliance reports. Shelley holds an Associates degree in Paralegal Studies from Broome