Get to know my dedicated team!

I take customer service very seriously. So does my staff. 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.

Photo of Director of Investments and Operations Jenna Mundorff

Jenna Mundorff

Director of Investments and Operations

Education/Designations:

  • Associate's Degree in Applied Science, Travel and Tourism: Hospitality Management

  • Bachelor of Business Administration, Resort and Recreation Management: Technology Management

  • NYS Life, Accident and Health Licensed

  • FINRA Series 6 and 63 Registrations

Professional:

Jenna began her career with Northwestern Mutual in 2014 and in 2016 she joined the team of Geoffrey M. Henderson as an Associate Financial Representative. She has held several positions with our team and discovered that her true passion is investments. Jenna is currently the Director of Investments and Operations, where she will be processing your new investment accounts and providing account maintenance.

Personal:

Jenna grew up near Ithaca, NY and currently resides in Westmoreland, NY with her husband, Jason, and 2 children, Lucas and Avery. She enjoys cooking, camping, being outdoors, and spending time with her family.

You may contact Jenna at (315) 731-5417 or jenna.mundorff@nm.com

Photo of Kelly A Brach

Kelly A Brach

CLU®

Education and Designations

  • NYS Life, Accident and Health Licensed
  • FINRA 6 and 63 Registration
  • CLU- Charted Life Underwriter®

Professional

Kelly has been associated with Northwestern Mutual since 2008. Kelly was originally under the guidance of Rodney Rice, until his retirement. Recently, she has worked under AMW financial. Kelly concentrates her work with pre-retiree’s focused on getting to and through retirement and retirees who want the peace of mind of knowing they have someone looking out for their best interest from a holistic planning approach. Kelly obtained her CLU® though the American College and is continuing her growth to better serve her clientele. Kelly can be reached through Geoff’s team and is excited to help you on your insurance and investing journey.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning