Matthew E. Greene, CLU®, ChFC®, CFP®

Wealth Management Advisor

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.

 
Benjamin Holte

Benjamin Holte

Financial Planning Associate
Office 203-945-5865
 

Kathleen M Dwyer

Director of Client Experience
Office 203-945-5870

Kathy is responsible for helping to ensure smooth, enlightening, and helpful client relationships.  She manages back-office operations including calendar management, meeting preparation and client summaries.  She assists in resolving client questions and requests and helps clients maximize their online experience.  

On the marketing front, Kathy creates client newsletters and coordinates client events, including roundtable discussions, seminars and interactive dinners.  She manages the annual marketing plan and works with the marketing team to develop and implement marketing initiatives to enhance the client experience. 

Kathy has been with Northwestern Mutual since July of 2017. Prior to that she was employed at UBS as an Associate Director and Global Third-Party Conference Specialist and has spent her career in the financial industry. 

She acquired her Master's Degree in Finance from The University of Connecticut and her Bachelors of Science Degree in Business from Marymount College Tarrytown.  She has attained the Series 7 and 63 and is a licensed Notary Public in the State of Connecticut. 

Kathy enjoys travelling the world and spending quality time with her family and Siberian Husky. 

 
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. 

 

 
Karen J Oberempt

Karen J Oberempt

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, and continues her education working towards her CLU® designation.

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

 

 

 
 

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