Chris has been with Northwestern Mutual since 1993 and joined Small World Wealth Management in April of 2020 as a Wealth Management Advisor.  Chris graduated from Saint Joseph's University in Philadelphia with a degree in Management/Marketing in 1981. He worked in the computer industry for a number of years before joining Northwestern Mutual. His designations through the American College include Chartered Financial Consultant (ChFC®) and Charted Life Underwriter (CLU®). He Holds FINRA Series 7, 6, 63, and 66 and has always enjoyed the financial planning process with his clients. 

Chris currently resides in West Chester, PA with his wife Naomi and eight dogs. In his spare time Chris enjoys traveling, jujitsu, playing his bass guitar, shooting and spending time with his two children, three stepchildren, and 6 grandchildren. 

Marc Gravatt has been challenging clients to plan for their financial security for over 26 years. Early in his career he established himself as a leader in both his firm and the industry by cultivating relationships based upon integrity, knowledge and commitment and qualifying for the MDRT (Million Dollar Round Table) and NQA (National Quality Award). Marc holds a series 6, 63, 65 and 7 as well at the American College, Chartered Financial Consultant ChFC® designation which have been part of the continued study in the field of financial planning. Throughout his career, he has rested on the strong support of his spouse Tenney. Marc and Tenney have two daughters Abigail and Josephine, who have grown to exemplify the qualities of their parents: hard work, passion and integrity.

Jeff Vitelkites has been serving his financial planning clients for nearly 20 years.  His background includes working for most of the BIG 4 accounting firms as a consultant and left Deloitte back in 2004 to join Northwestern Mutual.  Jeff has qualified many times over for MDRT ( Million Dollar Round Table ) and NQA ( Natl Quality Award ).   Jeff is a two-time qualifier for Lives Leader Summit which serves as an industry standard in impacting hundreds of clients on the risk-side of planning.   Jeff holds a series 6, 63 & 65 along with his RICP® designation ( Retirement Income Certified Professional ).
 
Jeff grew up in South Jersey just outside of Philadelphia for most of his early years and then moved to Baltimore, Maryland back in 1999 where he met his wife, Jenn.   They both are raising two teenage boys and are active in scouting, baseball & ice hockey.  They pride themselves in providing ‘experiences’ for their two boys versus ‘stuff’ and travel extensively 4-5 times per year.
 
Jeff has supported charitable organizations such as Wounded Warrior Project, Alex’s Lemonade Stand and causes around Pancreatic Cancer Research.  Jeff and Jenn also donate to their son’s K-12 local private school initiatives.

Glenn Black is living out his vision statement “as iron sharpens iron, one person will sharpen another.” He has continually taught and raised up leaders within Northwestern Mutual by successfully running the S.W. Florida District Agency as Managing Director for 26 years which he retired in December 2022, and he continues to serve his clients since joining in 1986. His work, family, and life are all driven by this vision.
 
His approach is to understand individuals, families and business relationship needs and provide holistic, broad based planning and strategy customized for each client. Serving one client, one family and one business at a time!
 
He holds FINRA Licenses, SIE, 6,7,63, 65 and 26, and is licensed in various states. Glenn has been recognized and recipient of several awards in his extensive career with Northwestern Mutual as a Managing Director and Financial Advisor.
 
Glenn believes in giving back to his community and has significantly contributed to or volunteered with several organizations including New Life Dream Center, Moffitt Cancer Center, Dress for Success, Boys Scotts of America, Girl Scotts of America, Family Initiative, Inc., Coastal Conservation Association, Evangelical Christian School, and various local Chamber’s in his area.
 
Glenn was born and resides in Fort Myers, Fla along with His wife Angela, they have four children, five grandchildren, two Mini Austrian Shepard’s. In Glenn’s personal life, he enjoys playing golf, boating, fishing, travel and having quality time with his family.

My name is J.D. (aka James Dunn) and I’ve been in Financial Services for over 20yrs. Originally from Boston, MA, I now reside in Fairfield County, Connecticut with my wife of 12yrs and we are the proud parents of 3 children.

My professional mission is to “Help people maximize the quality of time doing what they love with who they love, on a inter-generational level. Although wealth is used as a tool, it’s always about the People and not their wealth.”

Some of my specialties include: Planning for Business Owners, Equity Compensation Plans, Retirement Income Planning, Special Needs Planning, Philanthropic/Charitable Planning, and helping clients understand various tax implications of financial decisions.

In my personal time I enjoy volunteering with my local church, traveling internationally with my family, and attending live stand-up comedy shows in Connecticut and NYC.

Susan is an Associate Wealth Management Advisor with Small World Wealth Management. Susan began her financial career in 1999. Susan holds FINRA Series 7 and 66 License as well as Life & Health Insurance license. Susan continued her education and has earned 2 designations: Chartered Retirement Planning Counselor (CRPC^®) and a Certified Divorce Financial Analyst (CDFA^®).  

Susan is a very active member of the community having served as a board member for the Hospice Foundation of the Hudson Valley, Hudson Valley Volunteer Group for St. Jude Children’s Research Hospital and Hudson Valley Community Foundations and Grant Committee. 

Her professional associations include the National Association for Professional Women (NAPW), Association for Divorce Financial Analyst, Association for Divorce Financial Planners, Institute for Divorce Financial Analyst and the Dutchess County Regional Chamber of Commerce. 

In her leisure time she enjoys staying healthy through exercise, weekend hikes with her favorite furry friend Sophie, challenging herself on the exercise bike and eating healthy. She is an avid reader and loves to find the perfect antique. Most of all, Susan treasures the time spent with her two daughters, Isabella and Gabrielle, grandson Mason, granddaughter Carly extended family and friends.

Ryan was born and raised in Orange County New York where he attended Mount Saint Mary College and studied Finance. Ryan has been with Northwestern Mutual for over a decade where he most recently worked as a Managing Director overseeing Advisors and Staff. As a seasoned Financial services professional, he currently holds his SIE, Series 7, Series 63, Series 26 and his Life Accident and Health Insurance license. Ryan now resides in Highland New York with his beautiful wife Jennifer and Daughter Angelina. When he is not working with Small World’s clients he can be found going on trips with his family, attending sports car racing events or spending a beautiful day on the golf course. 

For over 17 years, John Scott has coached business owners, professionals, and families on how to protect their wealth, enhance their investments, and retire confidently.  John takes a comprehensive approach to financial planning, wealth management, risk management, and estate planning.  He believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, so he is deeply committed to helping his clients realize their long-term financial goals. 

With the insight and industry knowledge that come from over 17 years in the business, John employs the vast resources of the firm to bring the right expertise and tailored financial solutions to you and your family.  He works diligently to exceed his clients’ expectations by providing exceptional customer service with the intention of being their trusted wealth advisor for life.  

Originally from Raleigh, NC, John is a graduate of Woodberry Forest School as well as Vanderbilt University, where he earned his Bachelor of Arts in Economics and was a pitcher on the baseball team.  John and his wife Prudence have been married over 11 years and have two children.  In his free time, John enjoys spending time with his family, playing sports with his daughters, and having an otherwise enjoyable walk spoiled by golf. 

Cindy has been with Northwestern Mutual for over 15 years, mainly in the position of support and service. She currently holds an active Life, Accident and Health License, FINRA Series 6 and 63, State of NY Notary Public and and is registered with Northwestern Mutual Investment Services, LLC. Cindy acts as a liaison between our clients and underwriters and manages client service requests while providing a high level of commitment, professionalism and excellence in service and support to Small World Wealth Management’s practice and clients.

In her free time Cindy enjoys time with family, the outdoors, and reading.

Gia has been with Northwestern Mutual since 2014, mainly in the position of support and service. She currently holds an active Life, Accident and Health License, FINRA Series 6 and 63, State of NY Notary Public and is a registered Associate Agent with Northwestern Mutual Investment Services, LLC. In her current role as Director of Investment Operations and Services, Gia works one on one with Wealth Management Advisor David Urban and joint Small World Wealth Management clients to provide exceptional customer service.

Her previous professional experience includes almost 20 years as a producer and artist representative in the commercial photography realm.

Today, Gia resides in northern NY. In her leisure time she enjoys traveling outside the country, especially to Europe. Her other interests include boating, vintage cars, modern art, and spending time with family & friends.

Jenn graduated from SUNY Orange in Middletown, NY with an Associates in Business Management. She has previously worked in the accounting industry in the Orange County, NY area. She has her Notary License for the state of New York.

She worked as an assistant for an individual Advisor prior to her transition to Small World Wealth Management. In her current role she provides support for a number of advisors.

Jenn currently resides in Middletown, NY and enjoys spending time with her family and camping.

Scott joined Northwestern Mutual in September of 2018 and brings over 26.5 years of experience in the Financial Services industry (5+ Years at Northwestern Mutual, 16 years at Merrill Lynch and 5 years at Wells Fargo Advisors). In these roles, he has always played an important supporting function for high performing Advisors. On our team, he primarily supports Josh Weinerman. He also brings over 10 years of experience in restaurant and hospitality management. 

Scott resides in Fishkill, NY with his wife Amy. In his free time, he can be found on the tennis court, at the gym, playing pickle ball, or enjoying visiting family, hiking, and traveling to Saratoga Springs, NY.

Landon joined the team in July 2021 as a Workflow Manager. Prior to joining Small World Wealth Management, Landon worked as a Personal Trainer/Safety Supervisor for a nationwide grocery warehousing company.

Landon resides in Milton with his wife, Jessica, and their dog, Graham. He is very adamant on health and nutrition through lifestyle choices with fitness and diet. When not working, he can be found playing a round of golf, at the gym, playing with the dog, or anything to do with staying active.

Jacob joined Small World Wealth Management in July of 2021 and is the Poughkeepsie Office Manager and Client Relations Coordinator where he focuses on maintaining positive client relations and assisting in the operation of Small World’s financial practice.
Jacob is a Cum Laude graduate of SUNY New Paltz where he obtained a B.A. in Business Economics and became a member of Omicron Delta Epsilon, the International Honor Society for Economics. Prior to joining Small World Wealth Management and Northwestern Mutual, Jacob has worked in a variety of industries where he has accrued over 10 years of exceptional customer service experience and a strong technical background. He is licensed in Life, Accident, and Health Insurance for the State of New York and has his FINRA Series 6 & 63 registration.
 
Jacob resides in Pleasant Valley, NY and enjoys traveling and spending time with his family and friends. He also loves working on cars, riding ATVs, snowboarding and playing poker. 

Nicholas grew up in New York and earned his bachelor’s degree in Business Economics from the University at Albany. He started his professional journey as a Sales Representative in the insurance industry and is currently licensed in Florida for Life and Health insurance. 

He relocated from Lagrangeville, NY to Jacksonville, FL in the spring of 2022. In his free time, he enjoys playing soccer and golf, hanging out with his goldendoodle, Mudd, and traveling.

Kyle is a graduate of Saint Michael’s College in Colchester, Vermont with a bachelor’s in business administration and minor in marketing. After beginning his professional career in Boston in custodial banking, he and his wife relocated to sunny Southwest Florida. There, he joined a local third-party IRA administrator as the accounting supervisor prior to joining Northwestern Mutual. He comes to Small World Wealth Management as the Director of Special Projects with over 10 years’ experience in finance and financial planning. In his role his focus will be on the design, implementation, and ongoing maintenance of key processes across Small World to improve operational and relational workflow.

Since joining Northwestern mutual in 2018, Kyle has obtained his FINRA series 7, 6, and 63 licenses. He also holds his health and life insurance license for the state of Florida.

Originally from Rhode Island, Kyle and his wife Kaleigh reside in Fort Myers, FL with their son Nolan and chocolate lab Maya. They enjoy traveling back north to visit family though they certainly don’t miss having to shovel snow and when he is not in the office, Kyle can be found out on the golf course, at the gym, and spending time with his family.

Megan has been with Northwestern Mutual for 13 years and for the past six years she has worked directly with Advisor Marc Gravatt, servicing clients’ investment and insurance needs. Megan will continue bringing a high level of commitment and service to Small World Wealth Management’s practice and clients. She holds her Life, Accident, and Health insurance license for the state of New York as well as FINRA Series 7 and 63 registrations.

Megan resides in New Paltz, NY with her two children and two cats. She enjoys golf, skiing, and spending time at her family lake house in the Adirondack’s with extended family and friends.