Robert E Mance, ChFC®, CASL®, CLTC®, MBA

Wealth Management Advisor

Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Owen Folsom

Owen Folsom

Office 781-664-1270

Owen earned his BA in Liberal Arts from Dean College.  He has been married to his wife Melissa for 29 years, has two adult children, and resides in Wrentham, MA.  He is an avid runner and has completed 3 marathons and hopes to someday qualify for the Boston Marathon.  Owen enjoys the great outdoors and spends his free time backpacking, hiking, and camping.  His future ambitions include climbing Mt. Kilimanjaro, traveling cross-country on his motorcycle, and some day hiking the Appalachian Trail. 

Owen joined the practice in March 2009.  He has his Series 7 and Series 66 licenses as well as his life, health, and accident license for Massachusetts.  Owen specializes in helping you build a comprehensive financial plan.  Financial planning is not finite, so as your life status changes, he will update your plan and make the necessary adjustments to keep you on track.  He is your primary contact for questions about investing and planning and is available to answer any questions you may have about your accounts.

 
Casey M Attonito

Casey M Attonito

Director of Client Relations
Office 781-664-1247

Casey attended Skidmore College in Saratoga Springs, New York where she earned a dual BS degree in Management & Business and Psychology. At Skidmore, Casey played collegiate softball, interned for Northwestern Mutual in Albany, and graduated early in January 2018. Her academic interests include finance, behavioral economics, and social psychology. Casey has completed psychological research on financial decision-making and rationality among other topics. She enjoys making studio art and coaching junior olympic softball for her former club in her free time. Casey and her family reside in Concord, Massachusetts.

Casey recently joined our team as the Director of Client Relations.  If you have questions about your policy, billing, or other client service needs, please call her directly.


Our Home Office Support Team


NMWMC Investment Team

This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

The Investment Strategy Committee is responsible for the Northwestern Mutual Wealth Management Company's overall global macro outlook and reflecting those viewpoints in the asset allocation strategies used in the Signature Portfolios models and in Private Client Services accounts. The Committee's disciplined process includes a thorough assessment of the overall risks and opportunities inherent in the broad investment environment over an intermediate-term time horizon.

 
 

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