Peter A Mortka, CFP®, CLU®, ChFC®
Wealth Management Advisor


Mortka Financial Group

  • Office 518-459-4665
  • Fax 518-677-1184

Our Team

Team Photo

I take customer service very seriously. So does my staff. Together, Mortka Financial Group is committed to providing exceptional customer service to all of our clients.

 
Andrea L Nichols

Andrea L Nichols, CLU®, ChFC®

Office 518-459-4665
Fax 518-677-1184

Andrea is an Associate Wealth Management Advisor of Northwestern Mutual Wealth Management Company and the Director of Operations and Client Service.  She has been on my team since 1996 and oversees all aspects of my practice.  She also guides clients through all phases of the financial planning process. 

Andrea has earned her CLU® and ChFC® designations and holds the Series 7, 6, and 63 investment licenses.  She also has her Life, Accident, Health and Long-Term Care insurance licenses.

Andrea is a lifelong resident of the Capital Region and currently lives in Scehenctady with her husband, Justin.  Outside of work, she enjoys traveling and visiting her daughter, Jayde, in Massachusetts.

 
Randy Miller Lloyd

Randy Miller Lloyd

Investment Operations Coordinator
Office 518-459-4665

Randy graduated from San Francisco State University in 2016 with a Bachelor’s degree in Finance. He relocated from the San Francisco Bay Area to the Capital Region shortly after graduation. Randy started his financial career with the Mortka team in 2017 and currently holds his series 6 and 63 securities licenses, along with his Life, Accident and Health insurance licenses.

 

Randy grew up in British Columbia and lived in Northern California before relocating to the Capital Region in 2016. He currently lives in Albany with his wife and their dog. He enjoys spending time with friends and family and taking road trips to cities around the East Coast with his wife, visiting board game cafes wherever they can along the way.

 

 
Denise Mortka

Denise Mortka

Director of Marketing
Office 518-459-4665
 
 

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