My Team

Our Team

Point Wealth Team

Robert L. Kilroy

Robert L. Kilroy, CFP®, CLU®

Wealth Management Advisor
Office 631-592-2017

Professional Background

Since serving our country as an Artillery Officer in the U.S. Army, Rob has dedicated his entire 18-year professional career to helping clients gain confidence and clarity around their financial lives.

Education

United States Military Academy (West Point): Bachelor of Science degree in Engineering.

Professional Designations

CERTIFIED FINANCIAL PLANNER™(CFP®)

Recognizes an individual who demonstrates the highest levels of financial planning technical knowledge and field experience, and who upholds a client-centered code of ethics.

Chartered Life Underwriter (CLU®)

Recognized as the fundamental and foremost educational credential for life insurance professionals.

Awards and Recognition

  • National Achievement Awards (2001-2018)

  • Top 100 (2010-2018)

  • Northwestern Mutual Forum Member (2010-2018)
    Forum recognizes the highest levels of productivity and excellence within the company.

Personal Bio

Before joining Northwestern Mutual in 1999, Rob attended West Point Military Academy and served for five years as an Artillery officer in the U.S. Army.

Today, Rob lives on the east end of Long Island with his wife Kathleen. Together they have three children Abigail, Luke and Aidan.

Rob loves to stay active and spend time with his family. He’s an avid Cross Fit member and coach to his kids’ lacrosse, basketball, and soccer teams. His other passions include fishing, snowboarding, and family time out on his boat.

 


Thomas A. Mullany

Thomas A. Mullany, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor
Office 631-592-4073

Professional Background

Tom grew up in Port Jefferson and graduated from Port Jefferson High School in 1964. He worked as a Design Draftsman until 1966. I then spent 3 years in the Army including service in Vietnam. He married in 1969 and has 2 children and 3 grandchildren. He now lives in Moriches, NY.

Tom started in the insurance business with Northwestern Mutual in Carle Place, NY in 1973. He opened an office in Port Jefferson in 1975, to Rocky Point in 1978, to Bohemia in 2002, and finally to our present location in 2011.

He attained his (CLU®) Chartered Life Underwriter designation (10/83),  (ChFC®) Chartered Financial Consultant (10/85), (CPCU) Chartered Property Casualty Underwriter (10/92), (CASL®) Chartered Advisor For Senior Living (7/11) and  (CFP®) CERTIFIED FINANCIAL PLANNER™ (5/13). ITom was appointed Managing Director in 1981 and joined the Northwestern Mutual Wealth Management Company in 2008.

Education

  • Bachelor of Business Administration in Business from Hofstra University
  • AAS degree Engineering Science Suffok Community College
  • CLU® & ChFC® and CASL® American College
  • CPCU American Institute for Property and Liability Underwriters Inc.
  • CFP® Certified Financial Planning Board of Standards Inc.

Awards and Recognition

  • Million Dollar Round Table Life Member: 1992-1993, 1997, 1999, 2001-2002, 2004-2005, 2008-2014
  • National Quality Award: 1977, 1981-1996, 1998-2007
  • Million Dollar Round Table Qualifying/Life Member: 1989-1991, 1994-1996, 1998, 2000, 2003, 2005-2007
  • National Sales Achievement Award: 1975-1990
  • Million Dollar Round Table Qualifying Member: 1976, 1978-1980, 1983-1985, 1988
  • Million Dollar Round Table Provisional Member: 1975

Associations and Memberships

  • Vietnam Veterans of America
  • American Legion

Past Service and Memberships

  • Port Jeffferson Chamber of Commerce (Director)
  • Port Jefferson Rotary Club
  • Veterans of Foreign Wars
  • Crystal Beach Homeowners Assoc. (Past President)
  • Long Island Marching Arts Association (Board member)
  • Selden Cadets Alumni Drum & Bugle Corp (Director)

 

Erin Catherine Davidson

Associate Wealth Management Advisor

Erin has more than fifteen years of experience within the Finance Industry including positions within the Institutional Brokerage, Sales and Trading fields. 

Erin graduated with a Bachelor's from Georgetown University.  She currently holds her Series 7 and 63 licenses.

 
Lauren C. Lucas

Lauren C. Lucas

Director of Investments and Planning
Office 631-592-2027

Lauren graduated from Boston University with a Bachelor’s Degree in Finance and International Management. 

She currently holds her Series 7 & 66 licenses, her New York Life, Accident,  and Health Insurance licenses, and is a CFA Institute Level III candidate.

 
Tara Scalia Quilty

Tara Scalia Quilty

Associate Wealth Management Advisor
Office 631-592-2000

Tara has more than seventeen years of experience within the Finance Industry including positions within the Banking and Corporate Finance fields. 

Tara graduated with a Bachelor's from Providence College and a M.B.A from Georgetown Universtiy. She currently holds her Series 7, 63, and New York Life, Accident and Health licenses.

 
Heidemarie Sheridan

Heidemarie Sheridan

Director of Investment Operations and Services
Office 631-592-2017

Heide graduated from St. John’s University with a Master’s degree in Library & Information Science.

Heide currently holds her NY Life, Accident, and Health, Series 7 & 66 licenses.

 

Amelia Weber

Investment Operations Associate
Office 631-592-2000
 

Robert L. Kilroy, CFP®, CLU®
Wealth Management Advisor


Point Wealth Management

 

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