My Team
We take customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Sandra L Belliveau
Sandra joined the team as the Investment Operations Manager in 2005 with eight years of experience in the financial industry. She has her Certificate in Financial Planning from Bryant College and holds her Securities Licenses.
Her responsibilities include investment administration and research, client asset analyses and service. She also supports 401(k) and company retirement plans.
Maryann Anthony
Maryann has been associated with Northwestern Mutual since 2001. She holds a Rhode Island life and accident/health licenses. Maryann is responsible for policyowner service and underwriting questions relating to all insurance products. She also handles scheduling, correspondence and case preparation.
Rachael Marie Chamberlain
Rachael is in charge of investment operations. Rachael started with Northwestern Mutual in 2009. She joined Tim's team in 2014 with 5 years experience in investment operations and compliance. She holds her Series 7, 63, and 26 licenses. Her responsibilities include investment administration, operation, and service. She also supports 401k and company retirement plans.
Ralph A Coppola IV
Ralph joined our team in 2018. He has his Series 6, 63 and insurance licenses. Ralph responsibilities include preparing financial planning analysis, investment operations and service, and client outreach. He also supports 401k and company retirement plans.