Meet Our Team

We have a diverse team of smart, friendly and professional personnel committed to making your financial life easier. We take time to understand the intricacies of your life and we assist you in streamlining the various tasks associated with managing your financial wealth.

Our Wealth Management Team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. We are ardently focused on delivering results and exceeding expectations.

Our culture is based on individual accountability, integrity and rewarding staff committed to broadening their financial competency. We work as a team and our interests are aligned with those of our clients.

We welcome you to learn more about our cross-functional team, their experience and life outside our organization.

 

Our Team

Kevin R. Luchetta , CFP®, AEP®

Partner

Office 646-366-6740


Fax 212-202-7709


kevin.luchetta@nm.com

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Stephen A. Schwartz , CFP®, AEP®

Partner

Office 646-366-6700


stephen.schwartz@nm.com

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James L. DiNardo , CFP®, ChFC®, CLU®, MSFS

Partner

Office 646-366-6713


Fax 212-202-7709


james.dinardo@nm.com

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Raymond E Corrigan

Associate Financial Representative

Office 646-459-6362


ray.corrigan@nm.com

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Matthew Kotula

Associate Wealth Management Advisor

Office 646-459-6377


matthew.kotula@nm.com

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Lucas Scocchia

Associate Financial Representative

Office 646-459-1004


Fax 212-202-7709


lucas.scocchia@nm.com

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Jennifer Strahl , CLTC®

Director of Insurance Services

Office 646-366-6712


jennifer.strahl@nm.com

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Rita Konnov

Investment Operations Manager

Office 646-459-6363


rita.konnov@nm.com

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Brandon I. Luke , CFP®, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor

Office 646-459-6360


brandon.luke@nm.com

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Amy Baumeister

Office Manager

Office 646-459-6364


amy.baumeister@nm.com

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Stephen Atkinson , CFP®, CFA®

Office 646-459-1006


stephen.atkinson@nm.com

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Sarah Urichianu , MBA

Office Manager

Office 646-459-6367


sarah.urichianu@nm.com

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Network of Specialists

John P. Parisi , CLU®, ChFC®, CLTC®, CASL®

Long Term Care Specialist

Office 646-366-6618


john.parisi@nm.com

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