My Team

Andrew Weimer takes customer service very seriously, and so does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment or request any other service, please let them know. Either Andrew, Kelly or Kaitlin will respond promptly.

 

Andrew weimer

Administrative Assistant
Office 315-942-2775

Kelly is a life long resident of Boonville NY.  She was previously employed by Rodney Rice of Northwestern Mutual for several years prior to his retirement.  Kelly has joined Andrew Weimer’s team and oversees his Boonville office location.  Kelly manages all New Business and Policy Owner Services Operations.  

 
Kaitlin McPhee

Kaitlin McPhee

Associate Financial Representative
Office 315-731-5411

Kaitlin has been part of Northwestern Mutual since October of 2017, and joined Andrew Weimer's team in May of 2018. She has her Life, Accident, and Health License and is an Associate Financial Representative. She graduated in May 2016, with a bachelors in Mathematics, from Hamilton College. Originally from Massachusetts, she now resides in Clinton, NY with her horse, Winchester, and her dog, Wilson.

How can Kaitlin help you?

  • Policyowner Services
  • Appointment Scheduling
  • Personal Planning Analysis 
 
Ryan C. Huberty

Ryan C. Huberty, CLU®, MBA, CLF®, CFP®, ChFC®

Director of Financial Planning

Ryan helps me bring peace of mind to my clients when thinking about their financials by providing goal specific financial plans.

He holds a Bachelor’s degree and Masters of Business Administration (MBA) degree both with a concentration in Finance and possesses his Life, Accident & Health Insurance License from New York State. Ryan has obtained his FINRA Series 7 and Series 63 licenses as well as the professional designation of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Leadership Fellowship (CLF®), Retirement Income Certified Professional (RICP®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

 

Megan Lyn Perrault

Financial Planning Associate

Megan helps me strengthen client relationships by providing extraordinary service and support.

Megan has been with Northwestern Mutual since 2007. Megan holds the Series 6, 63 and 26 and is fully licensed in life, health and disability insurance in New York state. Megan has a Bachelor’s degree in fine arts (drawing/painting) from the State University of New York at Oswego.

 
Emily P Rossi

Emily P Rossi

Financial Planning Associate
Mobile 315-256-6560

Emily helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals. Emily has been with Northwestern Mutual since 2017. She holds a Bachelor’s degree in Education from Syracuse University and is fully licensed in life, health and disability insurance.

 

Felicia Lynn Nolan

Financial Planning Associate

Felicia helps me deliver peace of mind to my clients by supporting our financial planning process.
Felicia has been with Northwestern Mutual since 2012. She holds the Series 6 and 63 and is fully licensed in life, health and disability insurance.  Felicia has a Bachelor's degree in Corporate Finance from St. John Fisher College.

 

Andrew Michael Weimer, CLU®, ChFC®, CASL®

Financial Representative

 

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