Chris Faicco, a Partner in The Midtown Financial Group, has spent over 30 years at Northwestern Mutual focusing on helping busy, high-net worth clients organize their financial lives and plan for their futures. Ranging from high-level corporate executives on Wall Street to professional athletes, Chris works with busy, successful individuals to design and implement financial plans to fit their needs. The areas of expertise Chris focuses on include, but are not limited to, investment and retirement planning, college education, life insurance, and estate planning.
Chris holds the Retirement Income Certified Professional (RICP®) designation, Wealth Management Certified Professional (WMCP®) as well as the Certified Long-Term Care (CLTC®) certification.
When he’s not in the office, Chris enjoys playing golf and tennis, as well as a variety of other sports. He is an avid Los Angeles Dodgers fan. He is also involved in several charities, including Alex’s Lemonade Stand Foundation which supports pediatric cancer, and Steven’s Strikeouts which helps families of fallen firefighters, policemen and first responders. Chris has been married to his wife Lori for over 25 years, and they have two daughters, Jessica and Kristie.
Matt Leopold is a Partner in The Midtown Financial Group, and has over 17 years of experience guiding clients along their
financial path. He believes in a planning based approach to managing all aspects of an individual’s financial life.
He and his team share a philosophy that success starts with trust and a plan.
Matt holds the certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) and designation of Retirement Income
Certified Professional (RICP®). He holds his Series 6, 7, 63 and 66 securities licenses and his state
life and health insurance licenses.
In his free time, Matt enjoys playing sports, reading and volunteering his time coaching youth sports programs. Matt also
founded a non-profit organization, Bryan’s Song, whose mission is to raise awareness for colon cancer screening
and detection. Matt lives in Pleasantville, New York with his wife, Tamara, and two boys, Max and Ian.
Lee Richardson, a Partner in The Midtown Financial Group, has over 25 years of experience in the wealth management and retirement
planning arenas, focusing on high net worth individuals and families. His expertise is in helping to develop and execute
long-range strategically-focused financial plans for clients emphasizing prudent portfolio management and wealth creation/transfer.
Prior to joining Northwestern Mutual, Lee was Vice President in the investment banking division of Bankers Trust Co. Lee
has an MBA in Finance from the University of Chicago Graduate School of Business.
Lee is married and has 3 grown children. He is an avid cyclist, and is actively involved in his community as a past warden
of St. Barnabas Episcopal Church and as Vice President of Hudson Chorale, a 70-member chorus.
Kevin Stein is a Partner in The Midtown Financial Group, and brings over 15 years of experience to his engagement with clients
on a variety of topics from personal insurance planning, business succession planning and investment fiduciary. Kevin’s
particular focus is on the needs of the closely held business owner, advising them on becoming financially independent
from their business, and helping them understand how to best leverage the concentrated assets they hold in the form of
business interests, and often, real estate.
Kevin holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant
(ChFC®), Chartered Life Underwriter (CLU®), and his Series 6, 7, 63, 66 & 26 securities
Kevin resides in Manhattan with his wife Sarah and 3 children, Amaia, Elise and Aaron.
Jackie Thibault graduated from SUNY Oswego with a B.S. in Finance and Minor in Athletic Coaching, and received her MBA from the University of Albany. She began her career with Northwestern Mutual through the internship program, and joined The Midtown Financial Group in 2019. Jackie holds her Life, Accident & Health insurance License, as well as her FINRA Series 7 & 66 investment licenses. Jackie resides in NYC, and in her spare time she enjoys painting, working out, teaching classes at her local gym, spending time outdoors and participating in multiple soccer leagues.
What can Jackie help you with?
Manage inquiries regarding investment accounts
Prepare investment proposals
Process account openings, rollovers and transfers.
Hannah Williams graduated from Georgia Southwestern State University with a B.S. in Marketing and Communications in 2016.
She joined the team as the Client Service Manager in January 2017, bringing a year of industry experience. She is involved
with various charitable organizations, such as Dance Marathon: The Stand NYC, Relay for Life and Making Strides Against
Breast Cancer. Hannah lives in Manhattan, and in her spare time she enjoys exercising, traveling and spending time outdoors.
Michelle Montgoris graduated from Adelphi University with a B.A. in Communications and Minor in Spanish. She joined the team
in February 2015, bringing with her four years of industry experience. She is a fully licensed associate, having obtained
her Life, Accident & Health License, Series 7, and Series 63. Michelle currently lives with her family in Long Island.
She is an avid New York Mets and New York Rangers fan and bowls competitively in her spare time.
What can Michelle help you with?
Answer questions about your financial plan
Process insurance service requests and policy changes
Answer questions about the insurance application and underwriting process
Spencer Cohen is a Financial Representative at The Midtown Financial Group, and brings over 7 years of experience focusing on building relationships with clients. He believes in developing strategically designed bespoke planning solutions to help clients achieve their financial goals. The areas that Spencer focuses on include, by are not limited to, insurance planning, wealth management, and retirement distribution strategies.
Spencer holds the certification of CERTIFIED FINANCIAL PLANNERTM (CFP®). He holds his Series 7 and 63 securities licenses and his state life and health insurance licenses.
In his free time, Spencer enjoys spending time with family and friends, as well as traveling.
What can Spencer help you with?
Develop solutions to help meet your financial goals
Customize your financial plan due to changes in life events and discuss the effects of those on your plan
Beth Feldman graduated from the George Washington University and started working in the financial services industry in 2008.
She joined Northwestern Mutual in 2012 as an Associate Wealth Management Advisor. Beth specializes in working with existing
clients on their financial plans as well as in-house financial solutions and investment analysis. She holds her Series
7 and Series 66 licenses, Life & Health Insurance Licenses, and CERTIFIED FINANCIAL PLANNER™ (CFP®)
certification. Beth resides in Englewood, NJ. In her free time, Beth enjoys playing tennis, traveling, and volunteering
at a local animal shelter.
What can Beth help you with?
Answer any questions regarding your financial plan
Help with inquiries regarding investment accounts
Process deposits and withdrawals in investment accounts
Beth Rehberg graduated from the University of Florida and joined the team in 2016 as an Associate Wealth Management Advisor.
She specializes in working with existing clients on their financial plans, as well as in-house financial solutions and
investment analysis. Beth holds her Series 7, Series 66 licenses as well as her Life & Health Insurance License.
Beth has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In her spare
time, she enjoys attending Gator football games with her husband, Jason, and son, Tucker. When she is not working, she
is an active member at First Methodist Church of Bradenton, and volunteers at Ronald McDonald House Charities of Tampa
What can Beth help you with?
Manage correspondence or inquiries related to accounts
Prepare investment proposals and portfolio recommendations
Victoria Lamar Rahall is originally from St. Petersburg, Florida and attended University of Tampa before finishing her degree
in Business Administration from University of Phoenix. She began working with the team in 2010 and is responsible for
client transactions and all back office operations. Victoria is active in the community within HandsOn Suncoast, Sonbeam
via De Cristo and the St. Petersburg Junior League. Her pride and joy is her dog, a Shiba Inu named Maeko.
What can Victoria help you with?
Provide information related to new account paperwork and processing
Prepare applications and manage the underwriting process
Process policy changes, loans, and transactions requests
Benjamin Shapiro graduated from Hobart & William Smith Colleges in 2017 with a B.A. in Political Science and History. He joined the Northwestern Mutual team in 2018 and holds his Life & Health Insurance Licenses. Ben currently resides in Hoboken, New Jersey. In his free time, Ben enjoys playing hockey and spending time with his friends and family.
What can Ben help you with?
Process account openings, rollovers, and transfers
Assist in managing insurance related products
Process deposits and withdrawals in investment accounts
Keith Woomer graduated from the College of Charleston in 2007 and went on to earn his Juris Doctor degree from the Charleston School of Law in 2013. He joined the team in 2019 and is responsible for planning analysis and case preparation. He lives in St Petersburg with his wife, Lindsay, and enjoys spending his spare time on the water.