My Team

Carly's team is specifically designed to help achieve her clients financial goals by creating and implementing financial plans based on personalized objectives. We understand and appreciate our clients have busy lives both personally and professionally so we strive to work in an efficient and concentrated manner. 

If you ever have any questions, multiple team members will be able to assist you and please do not hesitate to reach out.

 
Jordan Hirsch

Jordan Hirsch, MBA

Director of Investments

Jordan graduated from the University of Boston with a Bachelor’s degree in Management and received his MBA from Suffolk University.  Jordan joined Northwestern Mutual in 2016 and is currently the Director of Investment Management. Prior to his role at NM, Jordan held positions at Fidelity Investments and a Private Wealth Management firm outside Boston. Outside of work, Jordan enjoys spending time with his wife, son and new puppy exploring different towns in Maine and relaxing on the lake.

 
William Alfred Haggard

William Alfred Haggard

Investment Analyst
Office 781-237-7070

William is a native of Texas who moved to Massachusetts in 2010. He has been in the financial services industry for over 10 years, bringing a wide variety of financial skills and experience.  Prior to joining Northwestern Mutual, William worked for Merrill Lynch in Wellesley, MA. He graduated from the University of Dallas with a B.A. in German and even spent a year at the Ludwig Maximilian Universität München in Munich, Germany. Outside of work, William enjoys spending time with his wife and two young daughters. He also enjoys kayaking and playing tennis.

 

Hope Battista

Associate Financial Representative
Office 781-431-4716

Hope graduated from the Ohio State University with a Bachelor’s degree in New Media and Communication Technology.  Hope joined Northwestern Mutual in 2019 and is currently an Associate Financial Representative. Outside of work, Hope enjoys spending time with her husband and cat, hiking and exploring different cities!

 
Casey Conroy

Casey Conroy

Investment Associate
Office 781-237-7070

Casey graduated from Thomas College with a bachelor’s degree in Management and has joined Carly’s team at Northwestern Mutual as an associate.  Outside of work Casey spends as much time as possible in the Moosehead Lake region going camping, hiking, and fishing.

 
Shannon Ryan

Shannon Ryan

Investment Associate

Shannon graduated from Fairfield University  with a finance and economics major. She was a member of the Fairfield women’s soccer team for four years. She previously worked at Fidelity Investments as a Customer Relationship Advocate. Shannon enjoys spending the summer on Lake Winnisquam with her family and friends.

 
Sarah Jordan

Sarah Jordan

Financial Planning Coordinator
Office 781-664-1200

Sarah graduated from Cape Cod Community College with an Associates degree in Early Childhood Education. Sarah works with Carly's team at Northwestern Mutual as a Planning Associate. Outside of work, Sarah loves to cook, travel, play tennis, and spend time with her nieces & nephews, 11 and counting!

 
 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.