My Team
When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.
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.
Alan A Zwicker, MBA
As a member of my team since 2011, Alan works with our clients on the collaboration and process of designing, implementing and servicing financial plans. He is insurance licensed in Massachusetts and carries his Series 7 and 66 licenses. Alan grew up in Braintree, attended Tabor Academy, and moved to Atlanta for 4 years to study politics at Oglethorpe University. After graduation he returned to the Boston area and now resides in Quincy with his wife Olivia. In May of 2016 he recieved his MBA from Northeastern University.
Thomas Mooney
As a valued member of my financial planning team, Thomas works closely with our new clients as he helps them implement their financial plan, is responsible for all client service needs, and is the primary contact for all underwriting related matters. Thomas carries his Series 7 and Series 63 licenses and is insurance licensed in MA, FL, TX, VA, LA and GA. He was raised in Tampa, FL and studied Information Systems at the University of Florida. After graduating, Thomas moved to Watertown where he now resides. Thomas enjoys painting, reading and cheering on the Tampa Bay Lightning.
Christopher Ray, CFA®
Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Previous employers include Putnam Investments, Mercer Investments, High Vista Strategies, and Man-Numeric. Chris is also a long-time Northwestern client and has first-hand experience integrating risk and asset management strategies as part of a comprehensive wealth management framework.
Chris is a CFA® charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations.
A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book. In addition, Chris serves as a member of the board of trustees at Proctor Academy where he chairs the investment committee.