Joseph A Small

Wealth Management Advisor

My Team

Working in financial planning is very much a calling and personalized planning can have a profound impact on the hopes and dreams of others. We recognize this and have dedicated our careers to making sure that it is true for every person we meet with.  Whether you are a family trying to navigate long term care and estate planning, or a business owner who knows the importance retirement but just doesn't have the time – we have the experience and knowledge to walk you through it. 

Together, we are committed to providing exceptional customer service to all of our clients.  Contact one of our advisors or client service staff to schedule an appointment today.

 
Joshua Weinerman

Joshua Weinerman

Associate Wealth Management Advisor
Office 845-224-0027

Personal: Josh resides in New Paltz, New York with his wife Harmony and his daughter Kaitlyn.  He enjoys spending time with his family, and playing golf.

Professional: Josh is a graduate of Hamilton College in Clinton, NY with a Bachelor of Arts in Economics.  He has been working with Joe Small since 2012.  Josh is licensed in Life, Accident and Health Insurance for State of New York, as well as his FINRA Series 7 and 66 investment services.

Contact Josh for:

  • Financial Planning Needs
  • Retirement Planning Analysis
  • Updating Financial Goals
  • Referrals
 
Justin Vernon Copeland

Justin Vernon Copeland

Agent Assistant
Office 845-224-0017
Mobile 914-204-4398

Personal: Justin and his fiancé Abigail reside in Fishkill, New York.  He is an accomplished martial artist and dedicated soccer coach. Justin also enjoys golfing and spending time with family.

Professional: Justin has a Bachelors Degree in Business Economics and Finance from SUNY Oneonta.  Prior to joining Joe Small in 2017, Justin worked as an advisor for Mass Mutual.  He is licensed in Life, Accident and Health Insurance for the State of New York, and 6/63 investment services.

Contact Justin for:

  • Financial Planning Needs
  • Retirement Planning Analysis
  • Updating Financial Goals
 
Kristine K Bargo

Kristine K Bargo

Director of Operations and Client Service
Office 845-224-0004

Personal: Kristine currently resides in Pleasant Valley, NY. She enjoys spending time with her family, reading and traveling.

Professional: Kristine graduated from Marist College in Poughkeepsie, NY with a Bachelor of Science in Finance. Kristine has been with Northwestern Mutual for Fifteen years and holds her Life, Accident, and Health insurance license for the state of New York.

Contact Kristine for:

  • Questions on your existing insurance products.
  • New applications currently in underwriting
  • Any updates to your information including changing beneficiaries, names, address or bank information.
  • Scheduling and confirming appointments
  • Client information and general inquiries
  • Any technology related concerns
 
Stephen Henry Lynch

Stephen Henry Lynch

Office 845-224-0005

Personal: Stephen resides in Warwick, NY with his wife Stacie and three sons Kaelan, Owen, and Liam. He enjoys fishing, hiking, football, and spending time at the ocean.  Stephen is also a fervent music lover and is fortunate to share his interest with his children

Professional: Stephen is a graduate of SUNY Fredonia with a Bachelor of Science in Business and of Saint Leo University with a Bachelor of Arts in Accounting. He was a professional trader on Wall Street for 16 years and joined Joe Small at the beginning of 2015. Stephen is passionate about the stock market, market trends, and investment research. He holds a FINRA Series 7 and Series 63 license for investment services.

Contact Stephen for:

  • Trading

  • Research

  • Investment Portfolio Questions

 
Ashley Smith

Ashley Smith

Director of Client Services
Office 845-224-0002

Personal: Ashley currently resides in Poughquag, NY.  She enjoys spending time with her friends and family as well as traveling.

Professional: Ashley obtained her degree in Business Administration with a concentration in Small Business Management and Entrepreneurship. She has been with Northwestern Mutual since 2014 and holds her Life, Accident, and Health insurance license for the State of New York as well as FINRA Series 7 and 63 licenses for investments.

 
 

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