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


Reisner Financial

Our Team

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.

 
Asa Stackel

Asa Stackel

Associate Financial Representative
Office 518-459-4665

Personal: Asa lives in Malta, NY with his wife, Aimee. He moved to the Capital Region in 2015. Asa was born and raised in Copenhagen, located in the Tug Hill region of New York’s North Country. During the summertime, Asa’s out hiking the Adirondack Mountains, paddling our rivers or lakes, or enjoying a concert.  In the winter, Asa’s likely still up in the mountains: skiing or snowshoeing. He also likes to travel and is a CrossFitter year-round.

Professional: Asa graduated from the State University of New York at Oswego in 2012 with a bachelor’s degree in Broadcasting and Mass Communication, and a minor in Business Administration. He joined Reisner Financial in 2020. Before that, Stackel was the morning and noon anchor at WNYT-TV NewsChannel13 in Albany. He was also previously an anchor and reporter at his hometown station of WWNY-TV 7News in Watertown, New York. During his ten-year career in broadcast journalism, Stackel earned two EMMY nominations, five awards from the Associated Press, two from the Syracuse Press Club, and one from the New York Broadcasters Association. He has been recognized multiple times for investigative journalism, as well as political reporting, feature storytelling, and sports coverage. 

 
Daniel P Lydon

Daniel P Lydon, CFP®

Director of Planning

Personal: Dan resides in Latham, NY with his wife, Tanya and their son, Jack. 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 in the retail banking industry. Dan has achieved his CFP® CERTIFIED FINANCIAL PLANNERTM cerfitication through The American College of Financial Services and 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 regarding your Personal Planning Analysis

 

 
Kimberly R Longo

Kimberly R Longo

Director of Insurance Services

Personal: Kim currently resides in Clifton Park, NY with her husband Dan, their son Luke, and their Siamese cat named 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 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 home. 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 & investment accounts
  • 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 Latham, NY with his wife Nicole and son Sawyer. He 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
  • Update personal information (e.g. address, contact info, bank accounts)
  • Questions regarding account paperwork
  • Questions regarding online access to your accounts

 

 
Tristan Biviano

Tristan Biviano

Investment Operations Associate

Personal: Tristan resides in Albany, NY. He loves spending time with family and friends. He is an avid sports fan and enjoys outdoor activities in the summer. 

Professional: Tristan will graduate from the University at Albany in May of 2021 with a Bachelor's Degree in Accounting. He joined Dan Reisner's team in January of 2021 after meeting him through the internship program at Northwestern Mutual. Tristan will strive to obtain his investment licenses upon graduation.

Contact Tristan for:

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

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