Hi there! I’m Tom Mitchell, your friendly wealth wizard with a passion for community spirit! With over 30 years of experience (and a proud 5 AM early riser!), I kick off each day with energy and excitement. I’m all about sharpening my skills and soaking up the latest in wealth management—books, podcasts, and conferences keep me inspired!

But it’s not all about the numbers for me; I bring a contagious enthusiasm to everything I do! Whether I'm strategizing financial futures or diving into personal projects, I’m all in. When I’m not helping clients thrive, you might catch me carving up the slopes on my skis or coaching my kids’ lacrosse teams, where I love fostering teamwork and having a blast.

As a proud board member of the Boston YMCA, I’m passionate about empowering young people from disadvantaged communities. I call Wellesley, Massachusetts home, where I share life’s adventures with my wonderful wife, Sarah, and our two energetic kids, Mackenzie and Jackson. I’m a big fan of Warren Buffett, and I live by his quote: “I will tell you how to become rich. Close the doors. Be fearful when others are greedy and be greedy when others are fearful.” Let’s embark on this exciting journey toward wealth and community growth together!

• 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.

Hi there! I’m Katie Malkin, and I joined the Sconset Wealth Management team in June 2020 as a Lead Advisor. My mission is to build lasting relationships with clients and their families, guiding them toward a lifetime of financial security and ensuring smooth planning from one generation to the next. I believe that financial planning isn’t one-size-fits-all—success is all about reflecting your unique wishes!

I graduated from Elon University in North Carolina with a degree in business administration, focusing on entrepreneurship and accounting. However, my passion for learning didn’t stop there. I’m currently pursuing my Certified Financial Planner designation and hold Series 6 and 63 licenses, along with life, accident, and health insurance licenses.

Originally from Ohio, I now call Boston home, where I live with my husband, Paul, and our adorable cat, George. In my free time, I enjoy traveling, gardening, and whipping up delicious meals for family and friends - my key lime pie has become a fan favorite! I’m proud to volunteer with the Junior League of Boston, co-chairing the STEM program for girls in grades 4-6. Let’s connect and begin paving the way to achieve your financial goals!

A proud NY Yankees fan who bleeds blue and pinstripes, I trade my baseball cap for a Tampa Bay Bucs helmet on game days, and when it’s hockey season, you’ll find me cheering for the Lightning.

I love living in beautiful Florida—there’s nothing like soaking up the sun, cruising on our boat, and enjoying the warm weather. But don’t be fooled; my heart has a soft spot for summers spent on the serene shores of Lake Ontario in upstate NY where my wife, Sarah, and I grew up.

Family is my everything, and spending quality time with my amazing wife is the highlight of my life. Together, we whip up meals in the kitchen, work side by side in the yard, and jam out at concerts with friends. We got married in Milwaukee (Northwestern Mutual’s home office) – NM has been such a large part of both of our lives that we had a wedding photo taken outside of NM’s historic home office building! Life is all about making memories, and I’m here for every sunny moment!

So, whether I’m rooting for my teams or soaking up the good vibes in the great outdoors, I’m just a fun-loving guy living my life, one sunny day at a time! Let’s connect and share some laughs!

Hey there! I’m Tim, a graduate of the University of Vermont, where I earned degrees in Political Science and Philosophy. I was also an active participant in my fraternity, club soccer, and skiing. During my junior summer I interned with Northwestern Mutual as a College Financial Representative before transitioning to a full-time Financial Representative after graduation.

I’ve been honored to be a part of the Sconset Wealth Management team as the Director of Investment Operation since February of 2021. Currently I live in East Boston with my girlfriend, Madison, however I’m originally from MetroWest Boston. I grew up in Lincoln MA before heading up to New Hampshire where I attended Kimball Union Academy.

In my free time, I enjoy skiing, hiking, playing soccer, and occasionally hitting the golf course. Madison and I love to travel and are always looking forward to our next adventure. When not overseas or at home, Madison and I are with family in either Swans Island, Maine, or down on Long Beach Island, New Jersey. I’m a huge Celtics fan and can often be found at home games selling 50/50 raffle tickets on behalf of the Boston Celtics Shamrock Foundation.

I believe strongly in the Sconset planning process and strive to deliver the highest quality service every step of the way. I also believe that Sconset is uniquely situated in the financial services marketplace to provide comprehensive, conscious, multi-generational financial planning. I have passed the SIE, Series 63, and Series 7 exams, and am now looking to obtain my Chartered Financial Analyst designation.
I am greatly looking forward to working with you!

Hey there! I’m excited to share a bit about my journey with you! I was born and raised in Stratford, Connecticut, and I proudly graduated from the University of Connecticut in May 2005. Fast forward to May 2011, I made the sunny move to Florida, and now I’m happily living just outside of Tampa with my amazing fiancé, Amber.

Spending time with friends and family means the world to me. We only get one life, so I believe it’s essential to create unforgettable memories while we can. In my spare time, you’ll often find me enjoying the outdoors with my two adorable dogs, Ellie and Charley. I love attending sporting events and concerts, and I’m always up for some fishing or a fun day out on the water.

I joined Sconset Wealth Management in August 2022 as an Associate Private Wealth Advisor, and I bring along 19 years of experience with Northwestern Mutual, where I started as a Registered Financial Representative back in 2006 in Fairfield, Connecticut. Throughout my time there, I’ve worn many hats, serving as a Financial Advisor and working behind the scenes to help clients achieve their goals. Most recently, I was part of a fantastic Advisor team in Sarasota, Florida, focusing on Financial Planning and Investment Operations.

As an Associate Private Wealth Advisor, I’m here to help facilitate the day-to-day functions of opening and servicing our clients’ investment accounts. I love walking clients through the onboarding process, assisting with account transfers and rollovers, and actively monitoring portfolios to implement strategies like rebalancing and tax-loss harvesting.

I also enjoy introducing our prospects and clients to the Northwestern Mutual client website and providing tutorials on how to access all the helpful resources and tools available. Ensuring an exceptional level of service and support for our clients is my top priority, as I believe it’s crucial for delivering an ideal client experience every time.

Working with Sconset Wealth Management allows me to thrive in an area I’m truly passionate about, and I deeply value Northwestern Mutual’s unique culture and commitment to financial planning. It’s a fantastic place to grow, learn, and forge long-lasting relationships.

Currently, I’m working toward my CFP designation and hope to take that test by the end of 2025. As Walt Disney once said, “All our dreams can come true if we have the courage to pursue them.” Let’s chase those dreams together!

• 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.

Hey there! I’m Michelle, and I’m so excited to share a little about myself! I have a passion for reading, traveling, and cooking up delicious meals (baking is my specialty!). I adore attending concerts and love hitting the road for spontaneous trips with my dog by my side.

I’m proud to say I hold an MBA and a CLU designation, and I’ve made my family proud as the first in my family to graduate high school and the only one to earn a college degree. I’ve been fortunate enough to travel to over 12 countries and spent ten wonderful years doing mission work in Romania and Haiti. I devour over 50 books a year, and my friends and family jokingly call me a professional baker. Oh, and I grew up on a tiny island in Georgia but took the plunge to the mountains of Virginia in 2022! I have 12 tattoos and counting—each one tells a story.

I have some exciting goals ahead, like savoring pasta in Italy, soaking up the sun in Santorini, zipping through the treetops in Costa Rica, visiting the Australian Zoo, and spending cozy winters back in Georgia. One of my favorite quotes is “Dwell in Possibilities” by Emily Dickinson, which I also have tattooed on my left collarbone. Let’s connect and explore all the possibilities together!

Hello, everyone! I’m Aiden Maag, and I’m thrilled to have joined the Sconset WM team in June 2024! Outside of work, you’ll often find me strumming my guitar, cooking up dinner, attempting to master the art of golf, or keeping active. I’m a loyal New York Giants fan—let’s just say it’s been a rollercoaster these last few years!

I grew up in Glastonbury, Connecticut, attended Avon Old Farms high school, and then continued by journey at Bryant University, where I majored in Financial Services and minored in History. Now, I’m enjoying the busy city life in Boston! A fun fact about me is that I wrestled for 12 years, and my favorite travel destination has to be Naxos, Greece. Lately, I’ve been inspired by the quote “Grow or Die” from Gino Wickman’s book, Traction. I’m currently working on getting fully licensed, and I can’t wait to partner with you on your financial journey!