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.  Ryan Sklenka, Associate Wealth Management Advisor started with Northwestern Mutual in 2014 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!

 
Zachary S Mueller

Zachary S Mueller

Director of Investment Operations and Services
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
 
Ryan Thomas Sklenka

Ryan Thomas Sklenka

Associate Wealth Management Advisor
Office 518-583-0041

Ryan grew up in Worcester, NY.  He attended Skidmore College and graduated with a Bachelor of Arts degree in Business and Administration.  He has a home in Latham that he owns with his longtime girlfriend, Kate.  Ryan is a private pilot working to further his capabilities in the plane.  In his spare time, he enjoys flying, riding his motorcycle and traveling.  

How can Ryan help you?

  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Retirement Income Planning
  • Wealth Management
  • Business Succession and Continuation Planning
  • Long Term Care Planning
  • Investment Strategies
  • Life Insurance Planning
  • Education Funding
 
Karen A Hoffman

Karen A Hoffman, CLTC®

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
 
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
 
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.  

 

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