Daniel M Reisner, CFP®, CLU®, RICP®
Wealth Management Advisor


Reisner Financial

My Team

As a Financial Representative for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Kimberly R Longo

Kimberly R Longo

Personal: Kim currently resides in Clifton Park, NY with her husband Dan, their son Luke, and their Siamese cat Preejah. She enjoys spending time with her close-knit family and friends and is actively involved in her local church and various volunteer programs. She loves nature and just being outside doing things such as hiking, camping, boating, and downhill skiing. Her other interests include running in the occasional 5K race with friends, traveling, photography, reading, and organizing & decorating her home.

 

Professional: In June of 1999, Kim graduated from Union College with a Bachelor's Degree in Biology. Several years later, she decided to make a career change and find a job closer to where she lived. Shortly thereafter, she met Dan Reisner at a networking event and on March 28, 2011 she officially joined his team. Kim has her Life, Accident, Health Insurance license for the state of New York.

 

Contact Kim for:

  • Scheduling and confirming appointments
  • Questions revolving around your insurance policies
  • Changing beneficiaries on your insurance policies
  • Updating personal information or contact information, including bank account information
  • Questions regarding insurance paperwork or insurance medicals

 

 
Thomas M Lydon

Thomas M Lydon

Director of Investments

Personal: Tom resides in Albany, NY with his fiancé Nicole and loves spending time with family and friends. He enjoys traveling in the winter months and playing golf in the summer months.

Professional: In May of 2011 Tom graduated from Siena College in Loudonville, NY with a Bachelor’s degree in Finance. He met Dan Reisner in June of 2015 and seized the opportunity to become part of an exceptional financial team. Tom is licensed through FINRA with his Series 7 and Series 66.

Contact Tom for:

  • Trade requests.
  • Rollovers and transfers.
  • Contributions to your investment accounts.
  • Change beneficiaries on investment accounts.
  • Update personal information (e.g. address, contact info, bank accounts).
  • Questions regarding account paperwork.
  • Questions regarding online access to your accounts.

 

 
Daniel P Lydon

Daniel P Lydon

Director of Planning

Personal: Dan resides in Albany, NY with his fiancé, Tanya. He enjoys spending time with his family and friends, as well as golfing and traveling.

Professional: Dan graduated from Cornell University in 2010 with a Bachelor’s Degree in Applied Economics and Management. He joined Dan Reisner's team in 2014 after spending three years as a Relationship Manager for KeyBank. Dan is licensed through FINRA with his Series 7 and Series 66.

Contact Dan for:

  • Financial planning needs or questions
  • Plan updates
  • Updating financial goals
  • Questions revolving around your Personal Planning Analysis

 

 
 

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