Scott Mc Cauley

Scott started his career at Northwestern Mutual in 1986.  As a long-term, veteran advisor, he is committed to his client’s financial success. Oftentimes, clients will come to him with various strategies already in place. Scott has a unique ability to help clients put those strategies together in the form of a comprehensive financial plan that is unique to their personal situation. Scott helps his clients determine what investment and insurance solutions align with their plan to help them achieve their financial goals in the most strategic and  efficient manner.

Scott lives in Ballston Lake with his wife, Suzanne, and their wonderful 10-year old daughter, Kyla.  He loves spending time outside with him family whether it is afternoons on a boat, hiking in the Adirondacks, or skiing down a mountain.

Scott is a member of the Financial Planning Association, Estate Planning Council of NY and National Association of Insurance and Financial Advisors.

Jennifer started her career at Northwestern Mutual in 2010.  As a CERTIFIED FINANCIAL PLANNER™ Professional, Jennifer takes a holistic approach when providing financial planning and investment guidance to her clients. She creates tailored, in depth financial plans and customized investment solutions to help her clients achieve financial security. Recognizing that her clients’ lives and financial needs change over time, she continues to monitor her clients’ plans and meet with them periodically to make updates as needed and to be there for her clients through all of life’s special milestones and challenges.

Jennifer currently resides in Niskayuna with her husband, Phil, and her two kids, Cole and Maddie. Outside of work she likes to spend time outdoors, boating, hiking, running and staying active. 

Contact Jennifer for:

• Financial Planning Updates & Guidance
• Investment advice
• Investment Account Inquiries

Kara has been with Northwestern Mutual since 2003.    Over the years she has earned the FINRA Series 6, 7 and 63 registrations along with a NYS Life Accident & Health insurance license.  In 2018, Kara obtained her CERTIFIED FINANCIAL PLANNER™ Professional designation. 

Kara is well versed in all areas of the business.  She is always looking for solutions by thinking outside the box.  Kara is licensed and can help take care of almost anything you need.  Feel free to ask her anything; if she doesn't know the answer, she will find it for you.

Kara currently resides in Ballston Lake with her husband Ryan and her sons Alex and Joe.  Kara enjoys spending time with her family, traveling, and relishing the summer weather.  

Please contact Kara for:

• Investment advice
• Account Assistance & Inquiries
• Paperwork & Operations

Shaun has been with Northwestern Mutual since 2005.  He graduated from St. Rose in Albany NY.  Shaun enjoys winter sports, biking, boating, anything that is outside in the midst of nature.

Shaun has been in the financial industry since he graduated from college.  He is well versed in the industry and prides himself on being up to date on all the latest financial information, and upcoming changes within the industry.  Shaun will be able to answer any questions you have, or meet with you to discuss your financial needs.  Feel free to call Shaun anytime; he can surely help you with all of your questions as he holds his Life, Accident & Health License as well as Series 6 and 63 (mutual funds).

Please contact Shaun for:

• Insurance advice
• Insurance policy questions
• Application process & status updates