Management Team

Our business is about relationships, and we have a strong management team in place that understands this. They are committed to furthering the development of our financial representatives through training and guidance, so the representatives can establish enduring and solid relationships with their clients.

 
 Paul Dodd

Paul Dodd, CLU®, ChFC®, CLF®, MSM

Managing Partner
paul.dodd@nm.com
Office 315-434-8800

My Networks: LinkedIn Facebook

Paul Dodd joined the Northwestern Mutual Syracuse office in January of 2003 as Managing Partner. In a sense, Paul is returning to his roots, as his family is originally from Skaneateles. His experience in sales, training and agency development made him an ideal choice to lead the Northwestern Mutual Syracuse office. As Managing Partner, Paul Dodd is responsible for the agency's sales and service operations in the Greater New York area including the Syracuse, Binghamton, Utica-Rome, Watertown, Ithaca, and Buffalo and Rochester Metropolitan areas.  

Paul's educational background includes a bachelor's degree from Brown University, Phi Beta Kappa, in 1985 and a master's degree from Southern Seminary in 1988. Mr. Dodd also holds the designations of Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).

 
 Kate Michaels

Kate Michaels, CLF®

District Director
Office 315-434-8800

My Networks: LinkedIn Twitter

Kate Michaels, CLF is the District Director for Northwestern Mutual in Syracuse.  She received her BA in Communication in May of 2008 from St. John Fisher College in Rochester, New York.  She joined Northwestern Mutual in August of 2008 after being introduced to Northwestern Mutual through a former intern. 

Prior to her current role, Kate has been a Campus Recruiter, Recruiter, Director of Recruiting and Chief Recruiting Officer.

At Northwestern Mutual, Kate is a national speaker, is a certified trainer, and certified coach. Kate has her NY State LAH, and FINRA Series 6, 63, and 26. She is currently in the process of completing her CLU.

She is on the board of directors for Dress for Success, Rochester and is the chair of the Young Executives for Success.  Kate also serves on the national board for the American College of Financial Services.

Kate lives in Manlius, NY with her husband Ryan and her black lab, Mack. In her spare time she enjoys cooking, traveling, and spending time with her family.

 

 
 Michael C Doolittle

Michael C Doolittle, CLU®, CLF®, RICP®


Office 315-671-1841

Mike Doolittle is the Chief Development Officer for the Dodd Network Office.  He received his BS in Finance and a minor in Economics from Ithaca College in 2005.  Before joining Northwestern Mutual, he worked for an independent broker dealer in the advisory services department.  Mike joined Northwestern Mutual in 2008.

Prior to being the Chief Development Officer for the Dodd agency, he served as the Technology Coach, the Director of Training and Development, and the Development Officer.  Mike is an Eagle Scout, has earned his CLU, Series 7 and 63, and is a Certified Trainer.

Mike lives in Manlius, NY, with his wife Jamie and son Jacob and daughter Avery.  He is active in the volleyball community as a high school coach and camp instructor.  He enjoys spending time outdoors with his family, playing volleyball, golf, or mowing the lawn.

 
 Mary M Julian

Mary M Julian, CLU®

Chief Financial Officer
mary.julian@nm.com
Office 315-671-1847

Mary Julian joined the Dodd Network Office in July of 2003. She served as the Director of Operations prior to being promoted to Chief Financial Officer in 2009. Mary began her career in the insurance industry as a Life and Property and Casualty agent. She has earned her CLU, Series 7 and 66 and is currently working toward her ChFC designation.

Mary lives in Jamesville, NY. She has one son, Andrew, daughter-in-law Ally and grandson Eamon. She enjoys traveling and spending time with family and friends. 

 
 Daniel B Jones

Daniel B Jones, CLU®, ChFC®, CFP®, RICP®

Managing Director
Office 315-731-5400

My Networks: LinkedIn Facebook

Daniel B. Jones, CLU®, ChFC®, CFP® is the Managing Director of the Northwestern Mutual’s Utica and Binghamton offices.

His designations include: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) as well as the CERTIFIED FINANCIAL PLANNERTM certification (CFP®)

Dan Jones received his Bachelor of Science in Business Economics from Utica College in 1997.  In 1998 Dan Jones began at Northwestern Mutual and his career has led him to become a Wealth Management Advisor.  In 2011, Dan Jones was a qualifying member of the Northwestern Mutual Forum, which places him amongst the top producers in the Company.

During his time with Northwestern Mutual Dan Jones has also received the following awards/recognition:

  • National Quality Award, 2002-2010
  • Million Dollar Round Table Qualifying and Lifetime Member 2005-2016
  • 2015 District Network Office Category 5 Leader

Dan Jones resides on his family farm in West Winfield, New York with his wife Ann-Marie and their three children, Lauren, Addison, and Owen.  Dan enjoys spending time with his family, playing golf, and being active within his community.

Dan has current involvements with:

  • Utica College Board of Trustees
  • Fort Schuyler Club Board of Members
  • American Heart Association Board of Advisors
  • Mount Markham Area Youth Association Treasurer

Dan Jones was also named Chairman of the 2017 America’s Greatest Heart Run and Walk.

 

 
 Mark J. Schnobrich

Mark J. Schnobrich, CLU®, ChFC®, RICP®

Managing Director
Office 716-626-4501

My Networks: LinkedIn

Mark Schnobrich, ChFC ®, CLU ® is the Managing Director of Northwestern Mutual in Buffalo.  A native of Syracuse, NY, Mark graduated Summa Cum Laude from St. John Fisher College in 2006 with his Bachelors of Science in both Personal and Corporate Finance.  Mark started with Northwestern Mutual as a college intern during his senior year, and upon graduating, transitioned into a full-time Financial Representative to continue to develop his career.  In addition to running a personal practice and serving his clients, Mark has had the opportunities to lead and develop the college internship program as the College Unit Director, mentor and inspire future Financial Advisors as a Field Director and in May of 2013 he was appointed to Managing Director. 

Mark chose this career because of the unlimited potential to have both positive and purposeful impact in the lives of his clients and on the communities that he serves.  It is his mission to empower all people to achieve their true potential. 

Mark is married to Andrea and they live in Amherst, NY.  Outside of work Mark enjoys working out as well as playing golf and lacrosse.  Mark serves on the Executive Board for the Eric Wood Foundation and is actively involved with Hearts for ALS, The Maine Cancer Foundation and Alex’s Lemonade Stand.

 

 
 Russell K Schwartzbeck

Russell K Schwartzbeck, CLU®, ChFC®, CFP®, RICP®

Managing Director
Office 585-248-4724

My Networks: Facebook

Russ Schwartzbeck is the Managing Director for the Northwestern Mutual Rochester District Office, and the founder of The Schwartzbeck Financial Group. He received his BS in Business Administration and Finance from Rochester Institute of Technology in 1997.  Russ started with Northwestern Mutual as a college intern in 1996, and has held many positions within the company prior to becoming appointed Managing Director in 2009.

Russ is passionate about continuing his education, and has received four industry designations through The American College of Financial Services: Certified Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, and Retirement Income Certified Professional.

Russ lives in Fairport, NY with his wife Alexa and their two children, Elisabeth and Andrew.  Russ enjoys spending time with his family, coaching his son’s hockey team, playing golf, and reading business and history books.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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