Our Team

Tom has been married to Jackie since 1991. Together, they have four children: Stephanie, Steven, Spencer and Scott. They are involved with their children by coaching, busing and leading various organizations and committees. He and his family reside in Kinnelon, NJ. He enjoys friends, family and the Jersey Shore.

In 2017 he co-founded the Diversity Inclusion Council at Northwestern Mutual Morristown and currently serves as a board member.

Tom also serves on the agency's Advancement, Achievement, and Accredited Women's Initiative council and is an ally to the LGBTQIA community.

Mike, a graduate of Sacred Heart University, joined the firm in 2004 and has over 15 years of investment experience. He is responsible for running office operations and functions as the team's point man. In addition to maintaining day to day operations, Mike is actively involved with our clients to ensure their needs are fully met.

Mike also prepares the Investment, Estate, and Retirement planning analysis for the team.

Prior to joining our organization, Mike worked with Alliance Bernstein Research & Management as an institutional liaison between investment advisors and portfolio managers.

Mike is married to his wife Desiree and has three children: Genevieve, Carly, and Michael.

Stephen joined The Sanczyk Group in 2011. As Investment Operations Associate Stephen’s key responsibilities are investment strategy, asset allocation, risk management, and portfolio construction. Stephen provides investment support for the team by tracking economic trends as well as providing research and guidance into fund selection and updates. He is also responsible for model management and investment operations.

Prior to Northwestern Mutual Stephen worked at Morgan Stanley as an intern. He holds his Bachelors from Carnegie Mellon University and is a Chartered Financial Analyst. He grew up in the Northern Jersey area and is an active member of his church. Stephen is happily married to Allison.

Steven began his career at Northwestern Mutual as an intern in 2016 and joined The Sanczyk Group in 2018. He graduated from Lehigh University in 2017 with a Bachelor of Arts in Economics. He immediately continued his education at Lehigh and received his Master’s of Science in Management. Over the course of four years, he completed his undergraduate and graduate degree.

While at Lehigh, he balanced his time between academics and athletics, playing for Lehigh’s Division I Men’s lacrosse team. He is still very active in the lacrosse world as a coach for a local club team and private high school. He has developed lasting relationships with his players and their families.

He brings that same level of care to his clients by coaching them through their financial life in order to help them reach their financial goals and objectives. Steven has really spent his entire life around Northwestern Mutual as his dad, Thomas, has been a top producer there for over 25 years. Steven currently resides in Kinnelon, NJ.

Shail, a graduate of the University of Connecticut, has been with Northwestern Mutual since 2015 and joined The Sanczyk Group in 2016. Growing up around the financial services profession, he developed a passion for wealth management at a young age, and now takes great pride in understanding clients' financial goals and aspirations.

As Lead Financial Plan Analyst, he is responsible for the development and management of strategic financial plans for new and existing clients. His commitment to detail and accuracy in his role help give our clients peace of mind that they always have a path, or a roadmap, to help them achieve their goals and objectives. He works closely with medical professionals helping them throughout all stages of their career; medical school, residency, fellowship, their first attending or private practice role, and beyond.

He also leads the group's strategic marketing and business development efforts.

Maria began her career with Northwestern Mutual in 1993. She is a graduate of Berkeley College. She has over 25 years of experience in the financial industry. She joined The Sanczyk Group in 1998 as the Director of Investment Operations. She interacts daily with other team members, and directly with clients, in assisting with establishing new accounts and administering all their operational needs. She has her Series 6 & 63 FINRA registrations.

Maria resides in Whippany, NJ. She is married to George and they have two sons, Gavin & Brandon. She enjoys cooking, reading and spending time with her family.

Jeff, a graduate of Seton Hall University, spent over 30 years as CFO of a 5th generation family owned business. He brought his years of business experience to Northwestern Mutual in 2017 and joined the Sanczyk Group in 2020. He has been married for over 29 years and has 2 grown children. Jeff, along with his wife, currently resides in Westfield, NJ. He is accomplished in financial planning, working in the areas of Retirement Planning, Asset Management, Life Insurance, Disability Insurance, and Long Term Care. He combines his financial knowledge and life experience to make sure that our clients achieve the goals and objectives they desire.

Ken joined the Sanczyk Group in 2021. He graduated from Fairfield University in 2016 where he studied Accounting and Finance. Prior to Northwestern Mutual Ken worked with AXA Equitable and E*TRADE where he specialized in services for individuals and small businesses which include Financial Planning, Wealth Management, Employee Benefits, Risk Management, and Individual Insurance. As Financial Planning Analyst, he is responsible for helping to build financial plans and implementing strategies that help guide our clients toward a successful future.

Ken currently resides in Morristown New Jersey and plays in an amateur baseball league in his spare time.

Ashley has been a member of the Northwestern Mutual Life family since 2022 and joined The Sanczyk Group in 2023. She manages Tom’s insurance operations and client relations. Ashley is an Associate Financial Representative with NML. She graduated from Eckerd College in St. Petersburg, Florida in 2008 with degrees in Sociology and Psychology. Prior to working with Northwestern Mutual she was the regional Director of Operations for a beauty franchise.

She resides in Livingston, NJ with her husband Bobby. In her spare time, you can find her traveling or on the beach at her happy place the Jersey Shore.