Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

 

Education:

Graduated from SUNY Albany in 2002 with a BS in Business Management and with a concentration in Finance.

 

Professional Background:

I started my career at Northwestern Mutual in 2003 as a Financial Representative, and through continuing education and professional development, I have earned the title of Wealth Management Advisor and the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) through the American College.

 

Personal:

I live with my wife, Meghan, and my son, Miles, in Manchester, Vermont.

 

Hobbies:

Competitive bicycle racing, running, golf and reading

James Daniel Sawtelle, CLU®, ChFC®

Wealth Management Advisor

 

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