My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

My Associate

Alex Conti
Financial Advisor

 

 

 

 

 

 

My Staff

 

Trisha Lyn Holumzer

Executive Assistant
Office 845-294-1086


 
Physicians Nationwide

James J. Bufalo, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.