Joseph Stanley Modeski
Financial Representative
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
After graduating from The University of Maryland, College Park in 2014 with a degree in communications, I began my professional career in sales and marketing. It was there I quickly learned about my passion for working with people. In 2017, I decided to take that passion into the financial realm with M&T Bank. The banking industry brought me a wealth of knowledge and understading about personal finances, planning, and insurance that I still apply today. I saw that the importance for proper financial planning and having a trusted source for financial guidance is an ever-present need for almost everyone.
My move to Northwestern Mutual in 2019 was a culmination of my career and experiences. I now have the privilege to meet and network with great people everyday, as well as educate them on topics I'm passionate about. Best of all, I have the opportunity to help individuals and their families build towards and achieve their goals, reach a place of financial freedom, and protect what's most important to them along the way.
Whether life is just beginning or you're journey has already begun, I hope you'll let me be a part of it.
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.
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
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.
