My Team

In order to give our clients the level of service they expect and deserve, Chuck finds it crucial to have a supportive team of individuals with the same goal of providing professional guidance to help you achieve your goals towards financial security and growth.  His team includes, Zachary Mueller, Director of Investment Operations and Services.  Zach started working with Northwestern Mutual in 2007 and started working with Chuck in 2018.  Karen Hoffman, Associate Financial Representative, has been with the team for 26 years.  Louise Paladino, Director of Operations and Client Service, has been with Northwestern Mutual since 1991 and has been working with Chuck since 2018.  Donna Plog, Associate Financial Representative, has been with Northwestern Mutual since 2013 and started working with Chuck in 2018.  Nicole Winacott, Executive Assistant, started working with Chuck and his team in 2018. 

Chuck is confident in his team and their ability to help assist you with any questions or concerns you may have.  If you have any questions or need assistance at any time, please don't hesitate to contact us!

 
Allison Battistoni

Allison Battistoni

Associate Financial Representative
Office 518-583-0041 ext. 124

Allison was born and raised in the Capital District where she currently resides with her husband and daughter.  She has been in the insurance field for over eight years and holds her Life, Accident, and Health insurance license for the State of New York.

How can Allison help you?

  • Questions revolving around your investment accounts, including:

  • Contribution and distribution requests

  • Setting up periodic deposits or withdrawals from your account

  • Updating investment account data, such as bank account information and beneficiaries

  • Questions regarding account statements, new account paperwork, or the eSignature process

 
Barbara A Bertrand

Barbara A Bertrand, CLU®

Practice Manager
Office 518-583-0041 ext. 105

Barb was born and raised in Troy, New York where she still currently resides.  Barb's husband, Chris serves as a Lieutenant firefighter for the City of Troy.  They have two children, Jacob and Genevieve.  Barb enjoys spending time with her family and friends, cooking, baking, and traveling.

Barb has been in the insurance and financial services field for more than 20 years.  She holds her CLU ® designation, FINRA Series 7, Series 6, Series 63 and Series 65 investment licenses as well as her Life, Accident, and Health insurance license for the state of New York. Barb is a member of the Financial Planning Association (FPA).

How can Barb help you?

  • Questions revolving around your insurance and/or annuity policies
  • Questions regarding insurance paperwork or insurance medical exams
  • Updating personal information or contract information including bank accounts and beneficiaries
  • Client information and general inquiries
  • Questions involving your Personal Planning Analysis and plan updates
  • Scheduling and confirming appointments
  • Referrals/Introductions
 
Donna L Plog

Donna L Plog

Associate Financial Representative
Office 518-583-0041

Prior to joining Northwestern Mutual in 2013, Donna was employed by The Ayco Company, L.P. for 11 years as an Administrative Assistant.  Donna has her Series 6 and 63 and Life Insurance Agents licenses.  Her primary responsibilities are to assist and organize paperwork for Personal Planning Analyses, preparing Morningstar reports and logging in all incoming checks.  She also pinch hits for other areas, as needed.  Outside of the office, Donna enjoys spending time with family, traveling, baking, reading and flower gardening.  

How can Donna help you?

  • Servicing Your Insurance Accounts
  • Servicing Your Investment Accounts
 
Karen A Hoffman

Karen A Hoffman, CLTC®

Director of Insurance Operations
Office 518-583-0041

Karen grew up in New Jersey and moved to Wilton, NY about 30 years ago. She volunteers regularly for Boy Scouts Troop 24 and the Wilton Food Pantry where she is on the board of directors.  Karen has worked alongside Charles Martin for 26 years!  She has her Life and Health insurance license, her Series 6 and 63 licenses and CLTC designation.

How can Karen help you?

  • Servicing Your Insurance Accounts
  • Assisting With and Providing Applications
  • Underwriting
 
Louise A Paladino

Louise A Paladino

Director of Operations and Client Service
Office 518-583-0041

Louise focuses on customer service and investment operations such as preparing/processing paperwork and investment trades, wire transfers and internal/external account transfers.  Louise has earned her Series 6 and 63 licenses.  Outside of work, Louise loves to cook, bake and spend time with family and friends.  

How can Louise help you?

  • Servicing Your Investment Accounts
 
Nicole Winacott

Nicole Winacott

Executive Assistant
Office 518-583-0041

Nicole supports the team with 15 years of experience from a high-paced corporate environment.  She graduated from Central Connecticut State University with a Bachelor of Arts degree in Sociology.  She also earned her Life, Health and Accident Insurance license.  Nicole grew up in Connecticut and moved to the Saratoga area about 6 years ago.  Outside of the office, Nicole enjoys spending time with her husband and two boys as well as gardening and traveling.  

How can Nicole help you?

  • Scheduling Appointments
  • General Inquires
 

Rashane Redman

Director of Client Relations and Marketing
Office 518-583-0041 ext. 106

 

Rashane was born in Jamaica and raised in Montgomery county and currently resides in Ballston Spa, New York . She enjoys spending time with her family and friends, dancing, traveling and pineapples!

Rashane has been in the financial field for over a year and holds her Life, Accident, and Health insurance license for the State of New York.

How can Rashane help you?

  • Marketing

  • Events

  • Updating personal information or contract information including bank accounts and beneficiaries.

  • Client information and general inquiries.

  • Scheduling and confirming appointments
 
Zachary S Mueller

Zachary S Mueller

Director of Portfolio Research and Advisory
Office 518-583-0041

Zach's primary role centers around the development and implementation of investment strategy as well as the ongoing research and monitoring of client portfolios.  In addition, Zach is responsible for managing the day-to-day operations of the business, including financial planning development, overseeing all trading activities and the training and development of team members.  He enjoys developing long-lasting relationships with our clients.  Zach has earned his Series 7 and 63 as well as his Life, Health and Accident Insurance license.  Outside of the office, Zach enjoys spending time with his wife, Karen and their dog, Martini.  Zach also takes pride in his exceptional cleaning and organizational skills!

How can Zachary help you?

  • Servicing Your Investment Accounts
 

Charles E Martin, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

 

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