Robert Lawrence Reni, CFP®, ChFC®
Wealth Management Advisor


Tall Oak Financial

Our Team

We are committed helping individuals and families discover, design, and achieve financial freedom.  Meet the team that will help you get there!

 
Andrew Estreich

Andrew Estreich

Financial Planning Associate
Office 212-819-1800
 
Frank Cannataro

Frank Cannataro

Financial Planning Analyst
Office 212-819-1800
 
Marc Beekman

Marc Beekman

Associate Financial Representative

Marc joined Northwestern Mutual in June 2014 and possesses over a decade of industry experience. He previously worked as a Mutual Fund Wholesaler for Transamerica and Oppenheimer Funds. He also has previous experience as a personal Financial Advisor where he focused on income distribution during retirement.  Marc’s focus is on delivering comprehensive financial security through the integration of planning and investments. Marc received his BSBA with a Finance emphasis from New York Institute of Technology.

When Marc is not working to help provide financial security, he enjoys New York’s sports scene, traveling and the outdoors with his wife Michelle.  Marc’s passion for hiking and rafting developed when he lived in Denver for 6+ years.  His personal goals include traveling to the Philippines and attending a New York Mets tickertape parade for winning a World Series!

Currently, Marc holds the Series 7, 63 and 66 securities licenses, as well as the Life & Health insurance licenses.

 

Shantal De Los Santos

Insurance Operations Associate
Office 212-819-1800
 
Zachary Curtis

Zachary Curtis

Investment Operations
Office 646-366-6571
 
 

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