Matthew E. Greene, CLU®, ChFC®, CFP®
Wealth Management Advisor

Sound Financial Strategies

Meet the Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Anne Aslan

Anne Aslan

Investment Operations Manager
Office 203-945-5886

Anne has been with Northwestern Mutual since 2009 and joined my team in 2010. Besides being responsible for a wide variety of investment operations including client on-boarding, and new account processing, Anne attends to client needs that arise in the insurance and investment areas. Her dedication, compassion, expertise and knowledge is a tremendous asset to our team’s goal of building strong relationships and helping clients attain their goals.

Anne was originally in IT as a Program Analyst for over 20 years before moving into the insurance and investment area working for A.G Edwards & Sons and then Merrill Lynch.  Anne has an Accounting and Computer degree from Pace University. She also has a Life and Health License along with investment licenses; Series 7 and 66. 


Benjamin Holte

Benjamin Holte, CFP®, WMCP®

Director of Planning
Office 203-945-5872
Patricia Koprivec

Patricia Koprivec

Executive Assistant
Office 203-945-5881
Karen J Oberempt

Karen J Oberempt, CLU®

Director of Insurance Operations
Office 203-945-5883

Karen is responsible for providing all insurance related services such as; guiding the client through the application process, scheduling medical exams, and servicing existing policies. Prior roles at Northwestern Mutual included duties such as calendar management, meeting preparatory, and running illustrations.  Karen prides herself on providing excellent client service.  She takes great pleasure in meeting our client’s insurance needs, while exceeding their expectations.

Karen has been with Northwestern Mutual since 2011. She obtained her Life and Health license in 2012.

Outside of work, Karen enjoys spending time RV’ing the countryside with her husband, three children and family pets. 




Chris Young

Lead Research Analyst
Office 203-945-5865

Chris Young serves as the Lead Research Analyst.  Chris holds a degree in Economics from UC San Diego and an MBA from the University of Virginia.  The majority of Chris' career was spent on the institutional side, including as the Head of Corporate Debt at Donaldson, Lufkin & Jenrette, and later as the Managing Member of CRT Capital Group, an institutional broker/dealer specializing in high yield and distressed securities.  


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