Brian P Keane

Kathleen has worked for Northwestern Mutual for 26 years and joined Brian’s team in 2012. Prior to joining Brian’s team, she worked as an investment operations manager, and assistant compliance officer for a branch office of Northwestern Mutual. These positions have ­­­­­­­­­­­­­­­­provided her with the foundation of a client-centric focus that she believes our clients have come to expect, and deserve. Kathleen has her Life, Health and Accident Insurance License, and Series 7, 66, 9, 10, & 24.

Kathleen is responsible for managing client appointments, client case analysis and preparation/proposals, investment account paperwork, account transfers, and account trading.

Betsy joined Nothwestern Mutual in February 2007.  She brings a strong Operations & Customer Service focus to the practice.  As the Director of Insurance Services, her responsibilities include overseeing all life and disability operations, as well as policy owner service needs.

Betsy works diligently to provide the high level of service our clients expect.  She holds her Life, Health, and Accident Insurance licenses.

Betsy currently resides in Derby, CT with her husband, Dan, and her two daughters, Ivana and Olivia.  

Danielle joined Northwestern Mutual in December 2021 and worked in the branch office as an Operations Assistant. Danielle joined Brian’s team in April of 2024 where she continues to expand her investment operations experience and is responsible for managing client appointments, client case analysis and preparation/proposals, investment account paperwork, and account transfers. Danielle has her Life, Health, and Accident Insurance License.