Get To Know Your Dedicated Team

Our team takes customer service very seriously, the structure of our team allows Dana to meet with clients throughout the day and address their needs and financial planning. By having a team of eager, service oriented professionals, our clients can be assured that Mackenzie can help with any account related inquiries.

To schedule an appointment please call our main line at (607) 257-8665 and choose option 2, to reach the office of Dana Christofferson.  Please follow the custom prompts if you have insurance and/or investment-related questions for Mackenzie.

Photo of Associate Financial Representative Mackenzie Shepard

Mackenzie Shepard

Associate Financial Representative

A Network of Specialists

Through Northwestern Mutual, our team has access to a network of specialists to address every possible situation our clients face. Within this network we leverage each others' areas of expertise and share ideas to ensure that you are receiving the highest possible level of service and guidance.

Photo of Retirement Plan Specialist and Private Client Advisor Paul J. Donohue

Paul J. Donohue

CFP®, CRPS®, CLU®, QPFC

Retirement Plan Specialist and Private Client Advisor

Photo of Wealth Management Advisor Daniel B. Jones

Daniel B. Jones

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

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Photo of Wealth Management Advisor Jay Williamson

Jay Williamson

CLU®, ChFC®, CFP®, LUTCF®

Wealth Management Advisor

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