Sconset Wealth Team
The Sconset Wealth team is comprised of individuals who truly enjoy what they do and have dedicated over a combined 100+ years putting clients first, to help them live the life they want and the life they never thought they could.
Thomas W Mitchell CFP®, CLU®, ChFC®, CASL®, RICP®
President and Founder
- American College
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor in Senior Living (CASL®)
- Retirement Income Certified Professional (RICP®)
BACKGROUND AND EXPERTISE
Tom joined Northwestern Mutual as a Wealth Management Advisor in 1994 after his college graduation. Since then he has committed himself to “Lifetime Learning”, His alphabet soup is the evidence of many years of studying and improving his knowledge base, keeping current with industry and tax law changes to help serve his firm’s clients best. Tom has built his wealth management team by making very strategic hires to fit the most important needs of the firm’s clients. Tom’s own vision is to retire on the beach, where better than the beach he was married on – Sconset Beach, on Nantucket Island Massachusetts. His firm’s name is a constant reminder to him every day, to focus on making not only his vision reality, but his clients. His overall initiative is to help people create a vision for what they want out of life, provide clarity on how to get there, and keep them on track year by year, making their vision a reality.
PERSONAL
Tom grew-up in Glastonbury, Connecticut and moved to Boston 20+ years ago. He currently resides in Wellesley, MA with his wife Sarah and their two children Mackenzie and Jackson. In his spare time, he enjoys spending time with family and friends, going to the beach, snow skiing, skateboarding, and watching Boston sports.
- Master of Business Administration Business, Questrom School of Business, Boston University
- Bachelor of Science Bowdoin College
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Chartered Advisor in Senior Living (CASL®)
- Wealth Management Certified Professional (WMCP®)
BACKGROUND AND EXPERTISE
Cliff joined Northwestern Mutual in 1986. He has a thriving financial planning practice, and reputation for integrity, trust, and knowledge. Cliff enjoys getting to know his clients personally, building long-term relationships and watching their visions become reality.
PERSONAL
Cliff and his wife, Norah recently moved to Maine to be closer to their first grandchild. They have three grown children. In his off hours Cliff enjoys cycling, taking walks with his wife and dog, Shaeleigh, and enjoying the Maine coast.
- Bachelor of Science in Business Administration from Elon University
- FINRA Series 6 and 63
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Katie joined Sconset Wealth Management in 2020. Before joining our team, she was a Financial Advisor with the Boston office of Northwestern Mutual. Over the years, she has proven herself as a leader who achieves results for her clients and keeps them accountable to their planning.
PERSONAL
Katie is a native of the Buckeye state and currently resides in Boston. In her spare time, Katie enjoys cooking, gardening, and volunteering with the Junior League of Boston, an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers.
Dylan J Habeeb CLU®, ChFC®, RICP®, CFP®
Associate Wealth Management Advisor and Chief Operating Officer
- Bachelor of Science, State University of New York College at Oswego
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- FINRA Series 63 and 7
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Dylan joined Sconset Wealth Management in 2021 as Director of Financial Planning and Chief Operations Officer. He has a long history with Northwestern Mutual, beginning in 2004 as a top ranked college advisor. Additionally, Dylan has worked as a Financial Analyst and Financial Advisor before becoming the Director of Financial Planning for the NM, Tampa, Florida network office. He is an advocate of the financial planning process and has seen firsthand what a well thought out, holistic plan can do for his clients. In his role, Dylan manages all things operations for Sconset Wealth. After thorough analysis of a client’s situation, Dylan is able to build and present a comprehensive financial plan that is aligned with each client’s vision. A mix of risk, investment, and employee/employer benefit solutions ensures that no stone is left unturned.
PERSONAL
Dylan is a native of New York and currently splits his time between St. Petersburg, Florida, and upstate New York. In his spare time, he enjoys cooking, attending sporting events and concerts, fishing, and boating. Fun fact, he met his wife Sarah at a Northwestern Mutual career fair in 2004, where she recruited him into the business, and as the saying goes, the rest is history…
- Bachelor of Arts in Political Science and Philosophy from the University of Vermont
- FINRA Series 7 and SIE
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Tim joined Sconset Wealth Management in 2021 as our Director of Investment Operations. Before joining our team, he was a Financial Representative for the Boston office of Northwestern Mutual. As our Director of Investment Operations and Associate Wealth Management Advisor, Tim supports Sconset Wealth with the implementation and servicing of investment client accounts as well as any investment-related operational issues. He enjoys working closely with our clients and advisors to implement investment strategies and build investment portfolios that complement the financial plan.
PERSONAL
Tim was born, raised and lives in Lincoln, Massachusetts. In his spare time, he enjoys soccer, skiing, spending time with family and working on his 1968 Mustang.
- Bachelor of Science in Economics from the University of Connecticut
- FINRA Series 7 and 63
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Chris joined Sconset Wealth Management in 2022 as our Associate Financial Representative. He has served in a variety of roles with Northwestern Mutual over his 13-year tenure, and began his career as a financial representative. Having worked in Connecticut, Southern Florida, and Tampa Bay Network offices, he brings many talents and great versatility to the Sconset Team. Chris generates tremendous energy by ensuring that clients receive the pinnacle level of service and care. Northwestern Mutual’s comprehensive financial planning approach, and consistently remaining client-focused is what has earned Chris’ loyalty over his career.
PERSONAL
Chris grew up in Connecticut and now lives South Florida with his fiancé Amber and their two dogs. He enjoys reading about micro & macro economics, attending sporting events, concerts, fishing and boating in the Gulf of Mexico.
- Bachelor of Science, State University of New York at Geneseo
- FINRA Series 6 and 63
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Ann joined Northwestern Mutual in 1984 as an Associate Field Representative and Registered Representative. Her accumulated knowledge in the areas of Life Insurance, Disability Insurance, and Long-Term Care Coverage is extensive. Because of this she can provide to her clients a level of expertise that will assist them holistically with their insurance needs and financial goals.
PERSONAL
Ann lives in Boston’s Savin Hill neighborhood with her wife Valerie. She enjoys reading, gardening and spending time on the beach. Ann is a founding chairperson of her office’s Diversity & Inclusion Council, runs a ladies’ golf league in Quincy, MA and is the Business Manager of Curtain Call Theatre in Braintree, MA.
- Master of Business Administration Business, Questrom School of Business, Boston University
- Bachelor of Science Marquette University
- Certified Financial Analyst (CFA®)
- FINRA Series 7, 24 and 63 Registrations
BACKGROUND AND EXPERTISE
Chris joined Northwestern in 2018 as a financial advisor before transitioning to his current role as Director of Investments for the Boston network office in 2019. Before joining Northwestern Mutual, Chris was at Putnam Investments as an Analyst and then Portfolio Manager, Head of Investments-US and Portfolio Manager with Mercer Global Investments, Director of Consultant Relations with HighVista Strategies and Head of Institutional Portfolio Management with Man-Numeric. His experience features an extensive track record of strong investment experience, innovative and client-driven investment solutions, and successful new business growth. Chris leverages the depth and breadth of his investment acumen to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients and is well-versed with the integration of risk solutions and investment strategy as part of a comprehensive approach to personalized wealth management.
PERSONAL
Chris lives in the Boston area with his wife Becky and their energetic dog. They have two grown children. In his spare time, he enjoys being outdoors, running, skiing, golfing, and taking walks in the woods. He serves on the Board and chairs the investment committee at Proctor Academy, a private coeducational day and boarding school for grades 9 – 12.
Michelle L Taylor MBA
Director of Insurance Operations and Services
- Bachelor of Science in Business Administration from Valdosta State University
- Master of Business Administration from Valdosta State University
- Life/Health/Long Term Care Insurance Licenses
BACKGROUND AND EXPERTISE
Michelle joined Sconset Wealth Management in 2022 our Director of Insurance Operations and Services. Before joining our team, she was a Director of Insurance Operations with the St Simons Island, GA office of Northwestern Mutual. Michelle has over 16 years of experience with Northwestern Mutual and makes it her mission to know clients personally as well as professionally. She is dedicated to a pinnacle level of service and care.
PERSONAL
Michelle grew up and attended college in south Georgia and loves everything about her southern heritage. She enjoys reading, traveling, and beach walks with her dog.