Meet Our Team

Rob is the CEO & Founder of Point Wealth Management at Northwestern Mutual. A United States Military Academy (West Point) graduate with a Bachelor of Science degree in Engineering, Rob was also a member of the Army lacrosse team. He then went on to spend 5 years as an Artillery Officer in the U.S. Army. He has spent his 20- year professional career at Northwestern Mutual helping clients gain confidence and clarity around their financial lives.

Education

United States Military Academy (West Point): Bachelor of Science degree in Engineering.

Professional Designations & Awards

CERTIFIED FINANCIAL PLANNER™ (CFP®): Recognizes an individual who demonstrates the highest level of financial planning technical knowledge and experience in the field, and who upholds a client-centered code of ethics.

Chartered Life Underwriter (CLU®): Recognized as the fundamental and foremost educational credential for life insurance professionals.

Northwestern Mutual Forum Member (2010-2019): Forum recognizes the highest levels of productivity and excellence within the company.

Tom grew up in Port Jefferson and graduated from Port Jefferson High School in 1964. Early in his career, he worked as a Design Draftsman and then spent 3 years in the United States Army, including service in Vietnam. He married in 1969 and has 2 children and 3 grandchildren. Currently, he lives in Moriches, NY.

Tom began his career with Northwestern Mutual in 1973. His accomplishments with the company include opening an office in Port Jefferson and being appointed Managing Director in 1981. Currently, Tom is a Wealth Management Advisor with Point Wealth Management.

Education

Hofstra University: Bachelor of Business Administration in Business

Suffok Community College: AAS degree in Engineering Science

Professional Designations & Awards

CERTIFIED FINANCIAL PLANNER™ (CFP®): Recognizes an individual who demonstrates the highest level of financial planning technical knowledge and experience in the field, and who upholds a client-centered code of ethics.

Chartered Life Underwriter (CLU®): Recognized as the fundamental and foremost educational credential for life insurance professionals.

Chartered Advisor for Senior Living (CASL®): Demonstrates a commitment to helping older clients achieve and preserve financial security.

Chartered Financial Consultant (ChFC®): Recognizes the completion of a comprehensive educational program addressing all aspects of financial planning.

Tara graduated with a bachelor’s degree from Providence College and an MBA from Georgetown University. Tara holds her Series 7, 63, and New York Life, Accident and Health licenses. She also currently serves as the Vice-Chairwoman of the Georgetown MBA McDonough Alumni Advisory Council (MAAC).

Before joining the team as an Advisor with Point Wealth Management, Tara began her career in corporate banking at Chase Manhattan Bank and completed the Capital Markets Training Program at First Union Nation Bank after graduate school. She spent nine years as a Director in Corporate Banking at Scotia Capital before shifting her focus to individual financial planning and wealth management.  Tara lives with her husband, Patrick, and three children in Huntington, NY.

Erin graduated with a bachelor’s degree from Georgetown University. While attending Georgetown, Erin was a member of the women’s lacrosse team, a four-time All-American and the 2002 Tewaaraton recipient, (an award given to the top female lacrosse player in the country). She holds her Series 7, 63, and New York Life, Accident and Health licenses.

Before joining the team as an Advisor with Point Wealth Management, Erin’s career in the finance industry began in 2002.  She has over 15 years of experience within the industry including Senior Equity Trader positions at FBR and Susquehanna. Erin’s main focus was building and developing solid client relationships with her mutual fund and hedge fund counterparts.  Erin resides in Garden City, NY with her husband, Jack, and their three young children Jack, George, and Madeline.

Lauren graduated from Boston University with a bachelor’s degree in Finance and International Management. She currently holds her Series 7 & 66 licenses, her New York Life, Accident, and Health Insurance licenses, and is a CFA Institute Level III candidate.

Lauren lives with her husband, John, and their French Bulldog, Ronald, in Riverhead, NY.

Heide graduated from Stony Brook University with a bachelor’s degree in American History and earned her master’s degree in Library & Information Science from St. John’s University. She also holds her Series 7 and 66, and New York Life, Accident, and Health licenses.

Heide and her husband John enjoy living close to the Great South Bay in their hometown of Patchogue, NY. They both enjoy reading, going to movies and concerts, and spending time with their daughter who recently completed her bachelor’s degree at Hunter College in Manhattan.

Amelia, raised in Texas, moved to the Long Island area with her family in August of 2015. She has over 20 years of client operations experience in the financial services industry, including 12 years at the Houston Police Officers’ Pension System.

She currently holds her NY Life, Accident and Health license. Amelia has a passion for photography and lives in Calverton with her husband, Michael, and four daughters.

Whitney was born and raised on Long Island. She recently graduated from Long Island University Post with a bachelor’s degree in Psychology.

She currently holds her NY Life, Accident and Health Insurance License. Whitney has a passion for helping others, love animals and spends her spare time in Smithtown with her boyfriend, Jake.