My Team

President 

Using her vast philanthropic executive experience of raising significant monies, marketing, promotion and donor relations in the financial services field. Tricia has spent most her 29 year career in nonprofit, healthcare management holding such positions as Foundation Executive Director and Chief Advancement Officer. She has a Master's Degree in Public Administration from Marist College and an Advanced Degree in Healthcare Leadership from Yale University.  She has also graduated from several leadership programs including: Leadership Orange '96, Pattern for Progress Fellowship'11 & Naugatuck Valley Leadership '15.  She is a long term facilitator at Leadership Dutchess and has spoken at various leadership and professional conferences including National Philanthropy Day hosted by the Association of Fundraising Professionals. She has operated as  consultant to various non-profits in the Hudson Valley specializing in board development, sustainability & strategic planning.

In her role with Joe Small and the team, she is responsible for branding, communication, social media and community perception. She is also tasked with enhancing current client relationships and uncovering new client opportunities. In addition, she is finding ways to strategically partner with our local nonprofit community to practice the Northwestern Mutual commitment. #wecare #spendyourlifeliving

As the mom to five biological kids, three bonus kids and three dogs she is fairly adept at managing multiple prioroties.  In her free time she enjoys yoga, fitness, hiking, travel, chocolate and wine (although not in that order).

Vice President of Operations

Kristine graduated from Marist College in Poughkeepsie, NY with a Bachelor of Science in Finance. She has been with Northwestern Mutual for nearly 20 years (most of them working closely with Joe Small and Small World Wealth Management) and holds her Life, Accident, and Health insurance license for the state of New York.

Kristine lives in Dutchess County with her husband and daughter.  She enjoys traveling and spending time with her family.

Vice President of Investment Services

Stephen holds dual Bachelor’s Degrees in both Business and Accounting. Prior to joining Northwestern Mutual in 2015, he was a professional trader on Wall Street for 17 years. Stephen holds a FINRA Series 7 and Series 63 registrations. As Vice President of Investment Services for Small World Wealth Management, he is extremely knowledgeable and passionate about the stock market, market trends, and investment research.

Stephen resides in Middletown, NY with his wife and their puppy, Birdie Mae. In his free time, he enjoys spending time with his 3 grown sons, outdoor excursions with family & friends; most notably fishing and hiking. Steve is also an avid football fan.

Associate Wealth Management Advisor

Josh is a graduate of Hamilton College in Clinton, NY with a Bachelor of Arts in Economics.  He has been working with Joe Small & Northwestern Mutual since 2012.  He is licensed in Life, Accident and Health Insurance for State of New York, as well as his FINRA Series 7 and 66 investment registrations. As a lead advisor for the team, he brings incredible expertise, skill and knowledge.  He is well known for his thorough and detailed analysis and understanding of complex investment strategy and works closely with his support Scott Mete.

When Josh is not working, he can be found spending time with his wife and daughter at their home in New Paltz, NY or on the links throughout the Hudson Valley. He is an avid golfer and enjoys cooking, travel, and trying new restaurants.

Associate Advisor

Susan is an Associate Advisor with Small World Wealth Management. Over Susan’s financial career, she has earned 2 designations: Chartered Retirement Planning Counselor (CRPC ®) and a Certified Divorce Financial Analyst (CDFA®). In addition, she holds FINRA Series 7 and 66 registrations as well as a Life and Health Insurance license from New York. Susan began her financial career in 1999. Her professional associations include the National Association for Professional Women (NAPW), Association for Divorce Financial Analyst, Association for Divorce Financial Planners (Currently serving on the national strategic planning committee for ADFP), Institute for Divorce Financial Analyst, and the Dutchess County Regional Chamber of Commerce.

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 Board and Grant Committee.

Susan is a lifelong resident of Dutchess County. She raised her two daughters in Red Hook and now resides in Hyde Park. In her leisure time she enjoys staying healthy through exercise, weekend hikes with her favorite furry friend Sophie, challenging herself on the Peleton bike and eating healthy. She is an avid reader and loves to find the perfect antique for her 1950’s cottage. When time allows, she also enjoys making jewelry. Most of all, Susan treasures the time spent with her two daughters, Isabella and Gabrielle, extended family, friends and grandson Mason.

Associate Advisor

Anthony studied Business Administration with a concentration in Finance and Management at UAlbany. Immediately after graduation, he started his first business adventure. What started as a small store in the local mall selling frozen yogurt became a multiple site yogurt franchise.

Several years later, he met Joe Small who was an advisor to several family members and his interest was piqued in financial planning. Since then, he has become series 7 and 63 registered. He joined Small World Wealth Management in 2019 as Associate Wealth Management Advisor. He is technologically astute and stays on point with the newest advances in how to use technology to better serve our clients.

His favorite time of the year is college football season. Many family members including his father went to Ohio State - go Buckeyes!  He spends free time on his boat during the summer months up in Lake George, visiting restaurants in NYC, caring for his dog and tackling home improvement projects.  He also enjoys travel and would love to go to Australia in the near future

Director of Investments and Operations

Justin joined Small World Wealth Management in 2017 and has grown his responsibilities from Financial Representative to transition to Director of Investments and Operations. He has a bachelor’s degree in business economics and finance from SUNY Oneonta.  Prior to joining Northwestern Mutual, Justin worked as an advisor for Mass Mutual.  He is licensed in Life, Accident and Health Insurance for the State of New York, and 6/63 investment registrations.

Justin and his wife Abigail reside in Fishkill, New York with their daughter Athena Grace. He spends most of his free time with his large extended family and playing soccer or golf. In addition to other fitness hobbies, he is an accomplished martial artist who teaches Bruce Lee’s philosophy of Jeet Kune Do. His consistent positive attitude and friendly demeanor make him a favorite among clients for any servicing questions they may have.

Investment Operations Manager

Prior to joining the Northwestern Mutual family in 2014, Michael was a software developer and information technology administrator for 14 years. Always an avid math student, Michael spent freshman year studying Accounting at Bryant University before he started building computers on his own. This led to a change in major to Computer Science and a transfer to Marist College. Michael holds his FINRA Series 7 and 63 and is a registered representative with Northwestern Mutual Investment Services, LLC, as well as a Life, Accident and Health Insurance agent for the State of New York. Michael is our Investment Operations Manager; he also firmly believes in risk-based planning due to his own life experiences.

Michael resides in Cornwall, NY with his wife Marsha and two sons, Albert and Thomas. He is a self-admitted tech geek and interested in anything outdoors whether it is camping, hiking, gardening, birding or photography. Michael is also a music enthusiast; it has been a shared joy from his parents and passed on to his sons… just don’t ask him to sing or play anything.

Marketing Manager

Robin is a graduate of Iona College with an MBA in Marketing & International Business. She also holds her Life, Accident, and Health producer’s license for the State of New York. Prior to joining Northwestern Mutual in 2019, Robin spent 10 years managing strategic marketing initiatives in the banking and insurance industries. In her role at Small World Wealth Management, Robin utilizes her knowledge of the digital marketing landscape to communicate the team’s values & create a customized client experience. She is passionate about partnering with the local nonprofit community and making a positive impact on the lives of others.

Robin resides in Ulster County with her husband and three daughters. She enjoys spending time with family & friends, cooking, traveling, and reading. She is very involved in her community as a Girl Scout troop leader, National Delegate, Board Member, and volunteer at Maria Fareri Children’s Hospital.  

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, and is a registered representative 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. 
 

She is also a State of NY Notary Public.

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

Financial Representative Assistant

Scott joined Northwestern Mutual in 2018 and brings over 23 years of experience in the Financial Services industry (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, or enjoying visiting family, hiking and traveling to upstate NY.

Executive Assistant

Jenn graduated from SUNY Orange in Middletown, NY with an Associates Degree in Business Management. She previously worked in the accounting industry in the Orange County, NY area, followed by an executive assistant position for an individual Advisor for nearly 8 years prior to her transition to Small World Wealth Management.

In her current role, Jenn provides support for a number of advisors and as her expertise is finalized, her role will evolve.

She also holds a Notary License for the state of New York.

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