Vault Capital Partners
Tanner Claude Stewart
Wealth Management Advisor
Your Plan, Our Purpose
Your Team
Tanner Claude Stewart
Wealth Management Advisor
Tanner attended Utica College from 2006 to 2010 and received his bachelor's degree in Business Economics with a minor in Finance. After graduating in 2010, he became a full-time representative at Northwestern Mutual.
Ryan Schmidt
CFP®, ChFC®
Financial Advisor
I enjoy building relationships to help the people in my community achieve financial security and peace of mind. I am passionate about working with individuals and business owners who love their families and are ready to take the necessary steps to help ensure their financial well-being. My team and I would love to meet with you to discuss your personal and financial goals to help make them a reality.
Christine Archer
Director of Operations
Christine graduated from SUNY Poly in 2016 with her MBA. Throughout college, she helped oversee and market the family business while maintaining a management role in another. She joined Northwestern in 2017 and received her LAH license. Since then, she has also received her series 6 and 63 investment licenses. Looking for additional areas of growth and opportunity, she joined Tanner’s team as the Director of Operations in early 2020.
Samuel DePasquale
Financial Planning Analyst
Sam graduated from SUNY Morrisville in the Spring of 2022 and received a bachelor’s degree in Business Administration with a concentration in Sports Management. Sam is passionate about helping individuals plan for their futures through financial planning. He recently joined Tanner’s well-put-together team in the summer of 2022 upon graduation.
Melissa Fiore
Insurance Operations Associate
Melissa attended MVCC in Utica for Accounting and Business Management in 2020-2022. Melissa has a desire to help clients with financial advisement and loves working in an environment that values the needs and individuality of its clients. She joined Northwestern Mutual in July of 2023 and became licensed as an associate financial representative in February of 2024. She is planning on continuing her education both within the company and by furthering her college experience.
Courtney Lewis
Investment Operations Associate
Courtney attended Herkimer County Community College for human services. She joined Northwestern Mutual in October of 2024 and is in the process of receiving her LAH license. She is enthusiastic about learning and growing withing the company and furthering her education in the finance field.
More About Tanner
Tanner grew up in Lowville, NY, which is southeast of Watertown. While attending Utica College, in 2009 Tanner began his career at Northwestern Mutual as an intern. After graduating in 2010, he became a full-time representative at Northwestern Mutual. The following year, in 2011, he achieved Pacesetter's First 40. Later on, Tanner earned his Chartered Financial Consultant designation in September 2016 from the American College. Tanner values the importance of education and continues to expand his knowledge of expertise.
Presently, Tanner has been working at Northwestern Mutual for a decade. He continues to grow both personally and professionally. He currently resides in Utica and New Jersey with his family. Tanner has three children named Ava, Lucy, and Miles. In his spare time, he enjoys working out and playing lacrosse, as well as serving on the Board of Trustees for Utica University.
Licenses & Certifications
- Chartered Financial Consultant (ChFC)
- The American College of Financial Services
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
- New York State Department of Financial Services
- Series 6, Series 63, Series 65, Series 7
- FINRA
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award (2013-2014)
- Award recognizing commitment to excellence in service to clients and industry
- CNY Business Journal 40 Under Forty (2023)
The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.
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.
Daniel B. Jones
CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor
Proudly born and raised in West Winfield, NY, I was anxious to build my career close to home to help shape and better my community. I began my career at Northwestern Mutual in 1998 which has led me to some amazing opportunities, including becoming Managing Director of our New Hartford, NY office. Our mission at DBJ Wealth Management is to help our clients make smart decisions with money.
Stephen P. Feehan
MBA, AEP®, CLU®, CFP®, CPWA®
Estate & Business Planning Specialist
Stephen P. Feehan joined Northwestern Mutual in 1998. As a Wealth Management Advisor, Stephen’s objective is to bring an integrated approach to financial planning on behalf of his clients. He holds a B.S. in Economics and an MBA — Masters in Business Administration. He holds several other designations including the CFP® (CERTIFIED FINANCIAL PLANNER TM) and CPWA (Certified Private Wealth Advisor®).
