Peter grew up in Montclair, New Jersey. He graduated from Cornell University in 2002 having earned an undergraduate degree in Finance and began building his wealth management practice straight from school. He is a member of Northwestern Mutual’s Forum, the mark of a top advisor nationally. He is a multi-year Forbes Top Financial Security Professional and a Forbes Best in State Advisor (New York). Peter has been featured in publications such as the Journal of Financial Planning. Click here to read the latest articles.

Professional Designations

Peter Tiboris has earned the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®) designations through The American College.

Peter also received his Bachelor of Science from Cornell University, Master of Business Administration from Fordham University, and Master of Science in Financial Services from The American College.

The CERTIFIED FINANCIAL PLANNER™ certification is one of the most recognized financial planning marks. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

The Masters of Science in Financial Services (MSFS) degree is designed explicitly for financial services professionals seeking advanced financial services education. The program emphasizes analysis, planning, and implementation of strategies for individuals, families and businesses to protect, conserve, and distribute financial assets and / or economic human life values. The program further emphasizes the role of the financial services professional in synthesizing financial resources, needs, objectives, and appropriate alternative plans for achieving the economic ends desired.

The Chartered Advisor in Philanthropy (CAP®) designation is designed to assist anyone who is likely to advise clients and prospective donors about long-term planning for financial assets including attorneys, CPAs, development officers, planned giving officers, financial planners/wealth advisors, insurance professionals, brokers, investment advisors, trust officers, private bankers.

Awards and Recognition

Peter has received the following top company honors:

• Northwestern Mutual Forum, recognizing the highest level of productivity and excellence: 2010 - 2011, 2013 - 2022
• Northwestern Mutual Life Impact Award, recognizing persistency and performance: 2005 - 2022

Associations and Memberships

• Cornell Alumni Association
• Big Brothers of America

As a wealth management advisor with Northwestern Mutual, Benjamin specializes in developing comprehensive financial solutions for his clients. Park Avenue Capital Planning embraces a holistic approach including estate planning, retirement planning, life, and disability insurance planning as well as long-term care planning. He has been advising his clients since 2003.

Benjamin believes that it is only through listening closely that he can build a relationship and work with his future and current clients to create a plan to meet their needs and achieves their dreams.

In turn, Benjamin works with the team to design plans to ensure that every clients' goals and objectives are met so that they can enjoy their life now and ensure financial security in the future.

Park Avenue Capital Planning’s goal is to enable clients to realize their goals and dreams and address their concerns about retirement and under-capitalization.

Benjamin holds his Bachelor of Arts Degree from Lehigh University where he majored in Finance and Marketing. Benjamin has been involved with the Lehigh Wall Street Council, a close-knit collection of Lehigh alumni, working within the financial sector, this cohort have crafted dynamic careers within the corridors of Manhattan.

Understanding his clients’ situations by helping them identify their needs, educating them, offering possible solutions, respecting their assets, monitoring their progress and keeping in touch is his mission.

Matthew joined Northwestern Mutual in 1993 and expanded his focus on planning to include investment capabilities in 1998. After 25yrs as Wunder Financial and being recognized by Barron's, Forbes, and the Financial Times, we merged into Park Avenue Capital within NM in March 2023 to further expand our footprint and access to talent. Today, the firm has offices in New York, New Jersey, and Connecticut and clients in nearly thirty states. PAC provides 360° planning and investment advisory services primarily to private clients and their businesses. We are focused on improving outcomes in retirement readiness, estate planning, and risk management.

Matthew studied marketing and accounting at Pace University in New York. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a CLU^® designation. His experience and expertise is sought out by his Northwestern Mutual contemporaries and clients. He serves as Chair of the Northwestern Mutual Wealth Field Committee since 2019 and as Board Member of Northwestern Mutual Women’s Field Association since 2022 as Co-Chair of the Male Allies Committee.

Matthew is married to Patti and has a grown son and daughter. In his spare time, Matthew enjoys hiking, biking, kayaking, and traveling with family, friends, and clients.

*Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. THE FINANCIAL TIMES “TOP FINANCIAL ADVISERS” LIST IN 2019, 2018, 2017. PUBLISHED ANNUALLY IN MARCH-APRIL. PRODUCED ANNUALLY BY IGNITES RESEARCH, ON BEHALF OF THE FINANCIAL TIMES. RANKINGS BASED UPON DATA AS OF JUNE 30 OF PRIOR YEAR. BARRON’S “TOP 1,200 FINANCIAL ADVISORS” LIST (MARCH 2023), BASED UPON DATA AS OF SEPTEMBER 30TH OF THE PRECEDING YEAR.

Richard A. Goldman was with Northwestern Mutual for 23 years before he was recruited away to become President of Home Life Insurance Company of New York, managing it through a financial crisis in the early 1990's up to its merger with Phoenix Mutual. Dick's experience with Northwestern Mutual included very successful personal client work, General Agent (Managing Partner) for the Philadelphia region and the Delaware Valley, and a company officer in Milwaukee working on key product pricing issues in the high interest years of the early eighties.

Dick subsequently accepted a role as a senior consultant at Tillinghast - Towers Perrin, the largest insurance actuarial and consulting firm in the world at that time. Dick had as clients some of the largest life insurance companies in the world including Prudential, Met Life, The New England, Northwestern Mutual, Mass Mutual and Sun Life of Canada.

Dick subsequently worked at Deutsche Bank heading the Financial Institutions Group for Deutsche Asset Management leading relationships with many investment firms and insurance companies including Fidelity, Federated Funds, ManuLife (now John Hancock in the U.S.), American Skandia, Prudential, Mass Mutual, and Merrill Lynch. Later he became the Chief Operating Officer of ProFunds Advisors LLC, a mid-sized mutual fund company.

This experience makes Dick unique in this industry with both deep product knowledge and experience as well as a perspective that comes with working through multiple economic cycles. Dick has worked with many wealthy families and their privately owned businesses on wealth transfer, executive compensation in public and private companies, banks, and hundreds of individuals.

Dick is a graduate of the University of North Carolina, Chapel Hill, with a Bachelor of Arts in History and received his Masters of Science in Financial Services from The American College. Dick also earned his CFP®, CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), and CLTC® (Certified in Long Term Care) designations.

David grew up in the Boston suburbs and graduated from Columbia University in 1979 with a Bachelor of Arts degree. He began his association with Northwestern Mutual as a college intern in 1978 and has held numerous management positions, in addition to his role as a Wealth Management Advisor. He has earned company recognition as a leader in the development of virtually hundreds of financial advisors and is one of the Top 100 producers in the history of Northwestern Mutual. He has been a member of the National Association of Insurance & Financial Advisors for nearly 40 years and is a Lifetime Member of the prestigious Million Dollar Round Table with over 35 years of qualification.

David lives in Westchester County with his wife, Pat, and they have two daughters, Lindsay and Carly, and a granddaughter, Annabelle. He is an avid tennis player and gym enthusiast, and when he isn’t spending time with his family, he enjoys following the Boston sports teams.

Professional Designations:

Chartered Life Underwriter (CLU®)
The American College

The Chartered Life Underwriter (CLU®) is a respected designation of insurance expertise. This course of study provides in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.

Chartered Financial Consultant (ChFC®)
The American College

The Chartered Financial Consultant (ChFC®) designation promotes expertise in advanced financial planning topics relating to needs of individuals, professionals and small business owners. This expertise spans planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.

Certified in Long-Term Care (CLTC®)
The Corporation for Long-Term Care Certification, Inc.

CLTC® stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC® graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

Associations and Memberships

 • Columbia Alumni Association

 • National Association of Insurance & Financial Advisors

 • Life Member of the Million Dollar Round Table

Brian's entrepreneurial and business skills started when he was 16 years old as Founder and Owner of Marshall Painting Company. For the next eight years, his summertime business employed up to eight employees and grossed over $40,000 (in current dollars this would equate to over $90,000). His company completed over 160 residential, commercial and municipal projects, including historic restorations. This provided him with hands-on entrepreneurial and management experience and allowed him to finance his college education.

After completing his Bachelors of Science Degree in Accounting, Brian was a Tax Consultant and Certified Public Accountant (CPA) for a local firm and then a Senior Tax Consultant for a Big-8 International Accounting Firm. His five tax seasons worth of experience provided him with a unique and profound understanding of personal and business income taxes, business and retirement solutions, risk management, and estate analysis. His accounting and consulting clients included entrepreneurs, executives, and retirees in diverse business operations ranging from medical, service, high tech and manufacturing firms.

In 1989, Brian decided to utilize his unique background and help his valued clients as a financial professional delivering high-quality planning, investment and risk managment planning.

Brian is honored to be a Past President of the Connecticut Estate & Tax Planning Council, Inc. (www.wcetpc.org). Brian served his profession as an active Director and Officer of the Council's Board of Directors from 1999 - 2007. After serving as a Director for three years, Brian was elected by his peers, and ultimately served as Secretary, Treasurer, Vice-President, President and Immediate Past President. Brian served as the Council's President from 2005 - 2006 and helped the council celebrate 70 years of service to Connecticut estate and tax planning professionals at its May 2006 Annual Meeting.

Brian is frequently asked to speak to professional and business organizations on personal and business needs including insurance, investment, retirement and estate preservation and distribution.

Greg started his career with Northwestern Mutual in 1986. He has qualified for Northwestern Mutual’s Forum status 11 times and is a lifetime member of Million Dollar Round Table. Greg has been named to the Forbes Top Financial Security Professionals Best-In-State List for 2023. Top Financial Security Professionals Best-In-State 2022 (forbes.com) He is passionate about helping his clients achieve financial success.

Greg holds a Bachelor of Science degree in finance from Ithaca College and has earned the Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) designations. He is married to Pam and they have three grown sons. In their spare time, Greg and his family enjoy golfing, motorcycling, skiing in Vermont and relaxing with friends and family at their summer home in Naples, Maine.

Forbes Best-in-State Top Financial Security Professionals list (July 2023) and (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. 

Brad Smith, CFP®, began his career as a financial advisor in 1985. Brad is a wealth management advisor based in New York City in the offices of Northwestern Mutual Park Avenue since 2006.

Brad earned his Bachelors of Science in Business Administration, with a concentration in finance at Boston University. His commitment to higher learning as a professional has allowed him to not only differentiate himself from his peers but constantly advance his competency, knowledge and skill set when working with clients. Brad holds the CERTIFIED FINANCIAL PLANNER™ certification, and Chartered Financial Consultant (ChFC®).

Brad has achieved various professional accomplishments over his career including qualifying for membership with the prestigious Million Dollar Round Table, the Premier Association of Financial Professionals. He has qualified for Forum multiple times over his career, an accolade achieved by the most elite financial representatives within the Northwestern Mutual system.

Brad was born and raised in New York City, and now lives with his family in Rye, New York. When not in the office Brad enjoys golf, skiing, reading, volunteering at his local Church, producing home videos for his family and friends, and attending way too many rock concerts and New York rangers games at Madison Square Garden. Brad is also involved in several charities, including Alex's Lemonade Stand Foundation, which supports the fight against pediatric cancer.

Jake grew up in Millburn, New Jersey. He graduated from the University of Pennsylvania with a major in Economics and minor in Mathematics. Jake worked as a Financial Analyst at Morgan Stanley from 2012 – 2014. Following his time at Morgan Stanley, Jake founded and managed a 50-person contracting business from 2014 – 2018.

Ultimately, Jake realized he wanted to pursue his passion for personal finance and relationship building; in 2019 Jake joined Northwestern Mutual to build a comprehensive wealth management practice. In 2024 Jake joined Park Avenue Capital to enhance the resources and value he could deliver to clients. Jake lives in Brooklyn with his wife, Stevie, and two sons, Charlie and Dylan. In his spare time, you can find Jake skiing with friends, enjoying live music, or playing in the park with his sons.

Professional

A New York City native and Bard College graduate, I have been with Northwestern Mutual since 1987. I hold my FINRA (Financial Industry Regulatory Authority) Series 6 and 63 certifications and am currently licensed in 30 states.

I have proudly qualified for Northwestern Mutual FORUM eight times (2000, 2015, 2016, 2018, 2019, 2020, 2021, 2022) which recognizes the highest level of productivity and excellence, and represents the top segment of our industry leading field force.

My team runs a broad practice that specializes in assisting established professionals and their families build their financial plans. We look forward to helping you achieve your goals.

Personal

I reside in Red Hook, New York with my significant other Renee. In my free time you can find me at various venues playing guitar with other area musicians. I also enjoy cycling and golf, and have been a longtime member of Columbia Golf & Country Club.

Michael has been with Northwestern Mutual since 2011, and a member of the PAC team since 2013. Michael is an Associate Wealth Management Advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and maintains his Series 6, 63, and 7 registrations along with his Life, Accident & Health Insurance license.

Michael works with clients on a wide range of planning areas, designing customized strategies to help clients realize their financial goals.

Michael grew up on Long Island, NY, where he currently resides with his wife, Joanna, their two children, Sofia & Henry, and Labrador Retriever, Parker.

He graduated from Penn State University where he earned an undergraduate degree in Finance, with a minor in International Business.