My Team

Our team is deeply committed to providing exceptional customer service to all of our clients. If you would like to schedule an appointment for a consultation or any other service, please do not hesitate to contact us.


Kathie Ramsey

Associate Financial Representative
Office 914-367-0918
Uma C Shah

Uma C Shah, CLU®, M.A.

Associate Wealth Management Advisor
Office 914-367-0931

Chandresh Shah

Wealth Management Advisor


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