Our Team

Mortka Conference Room

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®

Director of Operations and Client Service
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 Schenectady with her husband, Justin.  Outside of work, she enjoys traveling and visiting her daughter, Jayde, in Massachusetts.

 
Christian H Densmore

Christian H Densmore

Associate Financial Representative
Office 518-459-4665

Christian graduated from Rensselaer Polytechnic Institute in 2016 with a Bachelor’s degree in Business and Management. He started his financial career with the Mortka Financial Group in 2018 and currently holds his Life, Accident and Health Insurance license.

Christian calls upstate New York home, growing up in Corinth and currently living in Moreau with his fiancée, Aliceanne. Besides work, he enjoys time spent with family and friends, traveling, golfing, and hiking in the Adirondacks.

 
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

Denise graduated with a degree in Radiologic Technology. She later went back to further her education and obtained a degree in Diagnostic Medical Sonography with specialties in high risk obstetrics and infertility. Denise joined the Mortka Financial Group in 2017 as the Director of Marketing.

Denise is resident of Saratoga Springs NY. She, along with her husband Peter, enjoy travelling, fine dining, hockey and spending time with their 4 children and their dog.

 

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


Mortka Financial Group

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

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