Our focus is to continue adding intellectual capital to the organization over the coming years. The current team has diverse educational and professional backgrounds. Most have advanced degrees, and all are working towards professional designations in an effort to better understand and serve clients. All team members have contributed to a long-term vision that will take us many years ahead!
Peter grew up in Montclair, New Jersey. He graduated from Cornell University in 2002 having earned an undergraduate degree in Finance. He began building his wealth management practice straight from school. Over the years, he has consistently qualified for the industry's acclaimed Top of Table recognition from the Million Dollar Round Table (MDRT), Northwestern Mutual's Forum, and has worked extensively on advancing his education:
- Master of Business Administration
- Master of Science in Financial Services
- Certified Financial Planner™ Professional
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
Peter has been featured in publications such as the Journal of Financial Planning. Click here to read the latest articles.
He is a golf fanatic, an avid food and wine lover, and has traveled much of the world. Peter reconnected with his college sweetheart, Christy, and the two were married in December of 2013. They reside in New York City with their children, Dessa, Ernie, and Susana.
Peter and his wife Christy were featured in the Vows Section of the New York Times. Read more.
College sweethearts reconnect, wed after 6 years apart. Watch the Today Show interview here.
Peter Tiboris has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP ®) designations through The American College
Peter also received his Bachelor of Science from Cornell University, Master of Business Administration from Fordham University, and Master of Science in Financial Services from The American College.
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
The Chartered Financial Consultant (ChFC® ) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Masters of Science in Financial Services (MSFS) degree is designed explicitly for financial services professionals seeking advanced financial services education. The program emphasizes analysis, planning, and implementation of strategies for individuals, families and businesses to protect, conserve, and distribute financial assets and / or economic human life values. The program further emphasizes the role of the financial services professional in synthesizing financial resources, needs, objectives, and appropriate alternative plans for achieving the economic ends desired.
The Chartered Advisor in Philanthropy (CAP®) designation is designed to assist anyone who is likely to advise clients and prospective donors about long-term planning for financial assets including attorneys, CPAs, development officers, planned giving officers, financial planners/wealth advisors, insurance professionals, brokers, investment advisors, trust officers, private bankers.
Awards and Recognition
Peter has received the following top company honors:
- Northwestern Mutual Forum, recognizing the highest level of productivity and excellence: 2010 - 2011, 2013 - 2020
- Life Impact Award, recognizing persistency and performance: 2005 - 2020
Associations and Memberships
- Cornell Alumni Association
- Big Brothers of America
Richard A. Goldman was with Northwestern Mutual for 23 years before he was recruited away to become President of Home Life Insurance Company of New York, managing it through a financial crisis in the early 1990's up to its merger with Phoenix Mutual. Dick's experience with Northwestern Mutual included very successful personal client work, General Agency (Managing Partner) for the Philadelphia region and the Delaware Valley, and a company officer in Milwaukee working on key product pricing projects.
Dick subsequently accepted a role as a senior consultant at Tillinghast - Towers Perrin, the largest insurance actuarial and consulting firm in the world. Dick had as clients some of the largest life insurance companies in the world including Prudential, Met Life, The New England, Northwestern Mutual, Mass Mutual and Sun Life of Canada.
Dick subsequently worked at Deutsche Bank heading the Financial Institutions Group for Deutsche Asset Management leading relationships with many investment firms and insurance companies including Fidelity, Federated Funds, ManuLife (now John Hancock), American Skandia, Prudential, Mass Mutual, Sun America and Merrill Lynch. Later he became the Chief Operating Officer of ProFunds Advisors LLC, a mid-sized mutual fund company.
This experience makes Dick unique in this industry with both deep product knowledge and experience and a perspective that comes with working through multiple economic cycles. Dick has worked with many wealthy families as well as their privately owned businesses on wealth transfer, executive compensation in public and private companies, banks, and hundreds of individuals.
Dick is a graduate of the University of North Carolina, Chapel Hill, with a Bachelor of Arts in History and received his Masters of Science in Financial Services from The American College. Dick also earned his CFP® (Certified Financial Planner™), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), and CLTC® (Certified in Long Term Care) designations.
David grew up in the Boston suburbs and graduated from Columbia University in 1979 with a Bachelor of Arts degree. He began his association with Northwestern Mutual as a college intern in 1978 and has held numerous management positions, in addition to his role as a Wealth Management Advisor. He has earned company recognition as a leader in the development of virtually hundreds of financial advisors and is one of the Top 100 producers in the history of NM. He has been a member of the National Association of Insurance & Financial Advisors for nearly 40 years and is a Lifetime Member of the prestigious Million Dollar Round Table with over 35 years of qualification.
David lives in Westchester County with his wife, Pat, and they have two daughters, Lindsay and Carly, and a granddaughter, Annabelle. He is an avid tennis player and gym enthusiast, and when he isn’t spending time with his family, he enjoys following the Boston sports teams.
Chartered Life Underwriter (CLU®)
The American College
The Chartered Life Underwriter (CLU®) is the world’s most respected designation of insurance expertise. This course of study provides in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.
Chartered Financial Consultant (ChFC®)
The American College
The Chartered Financial Consultant (ChFC®) designation promotes expertise in advanced financial planning topics relating to needs of individuals, professionals and small business owners. This expertise spans planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.
Certified in Long-Term Care (CLTC®)
The Corporation for Long-Term Care Certification, Inc.
CLTC® stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC® graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.
Associations and Memberships
- Columbia Alumni Association
- National Association of Insurance & Financial Advisors
- Life Member of the Million Dollar Round Table
Matthew graduated from Columbia University in 2002 with a BA in History, and afterwards played baseball professionally in Sweden for the Rattvik Butchers. Upon his return to the US, he received a Masters in Business from NYU.
Waldman began his career in the financial services industry by serving as the Director of Acquisitions for a NYC based boutique investment company for 6 years. He then made the transition to an advisory role with the Lee, Nolan & Koroghlian agency. Matthew was with the MassMutual affiliate for four years, and was awarded the prestigious "Freshman 5" distinction as a Top 5 new producer nationally in the MassMutual system.
He is a racquet sports enthusiast, and actively competes in tennis, platform tennis, squash and ping-pong.
Matthew lives with his wife, Alyson, and son, Archer, in Cedar Grove, NJ.
Michael has been with Northwestern Mutual since 2011 and joined the Strongpoint team in 2013. Michael is an Associate Financial Representative, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and maintains his Series 6, 63, and 7 registrations along with his Life, Accident & Health Insurance license.
Michael works with clients on a wide range of planning areas, designing customized strategies to help clients realize their financial goals.
Michael grew up on Long Island, NY. He graduated from Penn State University where he earned an undergraduate degree in Finance, with a minor in International Business.
He resides in Glen Cove, NY with his wife, Joanna.
Breandan joined Strongpoint in 2019 as Chief Operating Officer. He oversees day to day activities across all aspects of the business and is charged with using his extensive background in world-class hotels to transform the experience of anyone that touches our organization. He also brings unique perspective being a Strongpoint client since 2012.
A seasoned hospitality executive with over 20 years in the luxury hotel industry, Breandan joined us from The Iroquois Hotel New York, where he held the position of General Manager for almost four years. During his time at The Iroquois, a member of Small Luxury Hotels of the World, he provided leadership and strategic planning while overseeing a full property renovation, and continuing to drive service and guest experience across all areas of the hotel. He was instrumental in the hotel achieving their AAA 4 Diamond status for the first time ever in 2017 and to The Iroquois Hotel being ranked #6 in New York City by the readers of Travel and Leisure Magazine in 2018’s “World’s Best Hotels Awards”.
Previously, Breandan was at W Hoboken Hotel, where he served as Director of Operations and Interim General Manager, and The St. Regis, where he spent over 15 years in various leadership roles.
Originally from Ireland, Breandan graduated with a Hotel and Catering Management Higher Diploma from the Dublin Institute of Technology, and Bachelor of Science Degree in Management from the University of Dublin, Trinity College. He is an avid soccer fan and currently lives in Brooklyn with his wife Esther, and young daughter, Saoirse.
Chris joined our team as the Director of Portfolio Research and Advisory. Previously, he spent 9 years as the Director of Private Client Services at the Northwestern Mutual home office located in Milwaukee, WI. During his tenure, Chris’ team supported the significant growth of the Private Client Service (PCS) program from $350 million in assets under management (AUM) to over $3.5 billion. Chris served as team leader for a portfolio management and client service team responsible for day-to-day investment operations. He also traveled extensively meeting with advisors and their clients to present PCS investment solutions.
Chris has now spent much of his 18 year career in portfolio management. During this time, Chris has developed and led teams in portfolio construction, strategic asset allocation, and the ability to create a portfolio based on client’s specific investment objectives. Chris is excited to join our team to allow him to change focus from an institutional approach to more one-on-one personal experience with clients.
Prior to Northwestern Mutual, Chris worked for 8 years at Atlantic Trust, a wealth management firm, and worked for a Member of Congress on Capitol Hill, focusing on Finance and International Relations legislative agendas. Chris has a degree from Denison University and a Master’s degree from Boston University. In his free time, Chris coaches Lacrosse, shuffles his four children around to various activities, and when he can, enjoys a good history book.
Wenyi started her career with Northwestern Mutual as a financial representative. Prior to Northwestern Mutual, Wenyi worked for Bloomberg LP in NYC as an equity research contribution analyst. Those experiences gave her an in-depth understanding of investments research and NM products. She joined Strongpoint in December 2016 as Associate Director of Investments, responsible for fund selection and investment analysis.
Wenyi double majored in Business Administration and Economics, and received B.A. in China, after which she earned her Master’s in Finance from Brandeis University in 2015. Wenyi is a CFA charterholder and has earned her Certificate in Investment Performance Measurement (CIPM) designation from the CFA Institute. Wenyi is licensed in life and health insurance, and holds her FINRA Series 7 and 63. She is fluent in Mandarin and English.
Wenyi currently lives in Manhattan. She loves to travel, enjoys outdoor activities, music, and films.
Anthony is responsible for planning analysis, investment operations, and compliance and has worked with Peter since 2007.
He received his degree from James Madison University with a concentration in Finance. Anthony later earned his Master's of Science in Accounting and passed all 4 parts of the CPA exam. Anthony is an Associate Wealth Management Advisor maintaining securities Series 6, 63, and 7 registrations along with his Life, Accident & Health Insurance license.
Anthony currently lives in Scotch Plains, NJ. His out of work activities and interests include golf and the New York Yankees.
As our Director of Insurance Operations and Client Service, Christina is responsible for all aspects related to insurance. From assisting with the application process, right through to the day to day and post-approval service needs, Christina is here to take care of you.
Before joining the Strongpoint team Christina spent four years as Executive Assistant to Richard Goldman, a role she will continue to hold for him. She assists Richard’s clients with all insurance and investment matters, as well as handling all aspects of his day to day practice. Prior to joining the Northwestern Mutual family, Christina gained a great understanding of the importance of a trustworthy relationship with clients due to her background as a patient coordinator.
Christina is a resident of Central New Jersey where she lives with her husband Jamie and their daughter Eleanor. She enjoys spending time at the beach with her family and traveling to new places when they get the chance. To relax she enjoys reading and practicing yoga.
Melissa Garcia has been with Northwestern Mutual for 20 years, and the majority of that time she has been an Associate Financial Representative and Director of Operations with David Hachey. Melissa assists clients with the underwriting process through post approval policy servicing, and she is always ready to help with the needs of our clients.
Melissa lives in New Jersey with her husband and two daughters. She enjoys baking, spending time with friends and family, and going on road trips.
Dan holds degrees in both Finance and Marketing from The University of South Carolina. Before graduating in 2017, Dan was a member of Tau Sigma National Honor Society. He spent his summers as a student working for wealth management groups including Pzena Investment Management and Centaurus Financial.
Dan loves to fish, play basketball and racquetball, as well as lift weights. He is a devoted South Carolina football fan and is a proud season ticket holder. Dan also roots for the New York Yankees and Jets.