Your Team
We take the time to understand what’s important to you and deliver a customized plan to your situation. Most importantly, we make sure the plan is implemented, not only today but into the future. Through this approach, we make sure clients hit their goals.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Team Members:
- Stephanie Kirk-Associate Financial Representative
- Shayna Smith-Director of Marketing
John Smith
CFP®
Financial Advisor
JT is a graduate of Binghamton University receiving his bachelor's degree in Finance. He started at Northwestern Mutual in 2016 as a financial representative intern then transitioned to a full time financial advisor in 2018. In 2021, JT received his CERTIFIED FINANCIAL PLANNER™ Designation, making him one of the youngest in the firm to achieve this. JT enjoys helping clients think bigger and accomplish their goals.
Stephanie Kirk
Associate Financial Representative
Stephanie is an associate financial representative that joined JT's team in 2022 and has been a vital asset ever since. She received her LAH in 2022 and she plans to further her education within the company. Stephanie helps ensure the promises we make to clients are upheld.
Shayna Smith
Director of Marketing
Shayna graduated from SUNY Cortland in 2020 and received her bachelor's degree. She joined JT's team in 2023 as the Director of Marketing and had an immediate impact. In 2024, Shayna became the COO of the practice and manages day to day operations. She is committed to growing the team and providing an exceptional client experience.
About JT
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
