Daniel J OConnor

Financial Advisor

My Team

We take client service very seriously. Together, my staff and I are committed to providing exceptional service to all of our clients.

If you need to schedule an appointment or request any other service, please contact my assistant Linda Huck. We will respond promptly.

 

 
Linda Huck

Linda Huck

Director of Operations and Client Service
Office 518-459-4665

Professional Profile

Linda joined the team in October of 2014.  Her prior experience includes many years in the computer programming field.  She holds a NYS Life, Accident & Health License.  Linda graduated from the University of New Hampshire with a B.S. in Mathematics.

Linda is responsible for overall office management, customer service, all insurance-related functions. Please free free to contact her with any questions or concerns.

Personal Profile

An avid Rangers hockey fan and 'retired' hockey mom, Linda now splits her time between Alabama, where her daughter is currently working as the Athletic Trainer for the UAlabama Volleyball team, or the Jersey shore where her son and daughther-in-law pursue their careers in Engineeing and in PA school  She looks forward to spending more time at Cape Cod and Lake Placid and with her Labrador Molson

 

Valerie Lynn

Investment Operations
Office 518-459-4665

Professional Profile

Valerie joined Dan's team in October of 2016.  She came to us from Ayco, a Goldman Sachs Company and will complete her Master's degree in Business Administration in December of 2018.  She holds a NYS Life, Accident & Health as well as her Series 66 & 7 licenses.

Valerie is recently engaged and is busy planning a summer 2019 wedding.  In her spare time she enjoys skiing and traveling.

Valerie's responsibilities include servicing all investment related products for Dan's team.

 
 

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