Jeremy A. Berry, CPA

Professional Profile

Jeremy earned a B.S. in Accounting from the State University of New York in 1995 and soonafter obtained three years of public accounting experience (two of which were with KPMG).  He received the Certified Public Accountant (CPA) designation in 1998 and soon left public accounting to start a career with Northwestern Mutual.  Jeremy began working with Steve Tennant in early 2000 and is currently an Associate Wealth Management Advisor with Steve as part of Northwestern Mutual's Wealth Management Company.

Jeremy's primary role in the business is to attend new client meetings as well as ongoing review appointments.  In addition, he regularly communicates with other advisors such as attorneys and accountants.  These communications typically involve keeping other advisors informed of the client's overall financial situation while also assisting during time sensitive periods such as around year end.  Lastly, Jeremy is normally available to provide guidance with a variety of service related issues.

Personal Biography

Jeremy grew up in the Hudson Valley (Beacon, NY) but he currently resides in Niskayuna, NY with his wife Karyn and their two children, Grace, age 4 and Liam, age 2.  He is an outdoors enthusiast who enjoys spending time with his family.

Ryan P. Wade, MBA, CFA

Professional Profile

Ryan earned a B.S. in Finance from Siena College in 2002 and an MBA from Union College in 2003.  During this time, he interned and was later hired by The Ayco Company which is a leading financial planning firm in the US whose clients include many Fortune 500 corporate executives.  Soon after leaving Ayco, he became affiliated with Steve Tennant in 2005 and is currently an Associate Wealth Management Advisor.  Since joining Steve's practice, Ryan continued his professional education and recently earned the Chartered Financial Analyst (CFA) designation in December 2008.

Ryan's primary role in the business is to prepare the analytical data used in meetings as well as to evaluate client portfolios on an ongoing basis.  He additionally acts as our liaision with the Northwestern Mutual Wealth Management Company.  Ryan is typically involved in the oversight of all investment trading activity on a day-to-day basis while also making himself available to assist with a variety of service related issues.

Personal Biography

Ryan grew up in Canandaigua, NY but currently resides in Niskayuna, NY with his wife Rachel.  He is a sports enthusiast  who was a member of Siena's MAAC tournament/NCAA Siena Saint's baseball team in 1998-1999.  Since graduating from college, he now spends much of his leisure time playing golf with his dad.

Nancy L. Monroe

Professional Profile

Nancy earned an A.A. in Liberal Arts from Adirondack Community College in 2004 and is currently working towards a B.S. in Business Management with a concentration in Finance from the State University of New York.  She has obtained extensive customer service experience in the fields of construction and financial services.  Nancy began her career at Northwestern Mutual with Steve Tennant in 2001 and has continued to work with Steve and his team since that time.  

Nancy's role in the business is to be the primary customer service contact for all clients and prospective clients.  Nancy's duties includes coordinating schedules for all appointments, working with the client throughout the entire process of opening investment accounts, as well as acting as a liaision with Northwestern Mutual Wealth Management Company for the administrative side of the Investment Advisory business and Northwestern Mutual Investment Services for the Brokerage business.  She also works directly with clients regarding all aspects of client service including but not limited to the following: deposits/withdrawals to/from accounts, federal wire transfers, checkwriting, online access, online billpay, etc.

Personal Biography

Nancy currently resides in South Glens Falls, NY with her husband Dan.  She has two children, Daniel, age 23 who graduated from Skidmore College in 2008 and her daughter Nichole, age 21, who is currently attending the University of Miami and is projected to graduate in May 2010.  When she's not commuting to/from work, Nancy enjoys spending time with her family.

Kimberly A. McGuiness, MBA

Professional Profile

Kim earned a B.S. in Finance from Siena College in 1989 and completed her MBA at the College of St. Rose in 1993.  Since graduating, Kim worked as a sales assistant with First Albany Corporation as well as for a Certified Financial Planner in Saratoga Springs, NY.  In 1998, she and her husband decided to start a family and she maintained her full time position as a stay-at-home mom until returning to the work force in the fall of 2006.  At that time, she became associated with Steve Tennant's practice and soon became credentialized to work again in the field of financial services.

Kim's primary role in the business is to field incoming calls to the office, help prepare/compile data used in client appointments as well as process many of the mutual fund trades that come through the office throughout the year.  In addition, she is often involved with day-to-day client calls and other service related issues that arise on an ongoing basis.

Personal Biography

Kim grew up in Clifton Park, NY and currently resides in Glenmont, NY with her husband Brian and three daughters, Meagan, age 12, Shannon, age 10, and Kaitlyn, age 8.  In her spare time, she enjoys shuttling her children between extracurricular activities and spending time with her family.