Northwestern Mutual
Utica
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Utica office is dedicated to doing good for our clients, employees and community.
MaKenna Cooley
CFP®
Managing Director
My team and I specialize in working with millennial professionals and individuals getting ready to retire or are in retirement. We take great pride in understanding what goals are most important to you, and through our financial planning process can deliver not only a strategy, but a system of support and accountability.
Daniel 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.