Mary manages the day-to-day business operations and workflow of the office to enhance productivity and profitability. Mary Is the point person for fee-based planning and design of financial planning strategies. Mary attended Temple University and is licensed for Life, Health, Disability, and Long-Term Care insurance. She also holds Series 6 and 63 licenses. She joined Northwestern Mutual in 2004 and brings over 20 years of industry experience to the team.

Jenna assists the firm’s advisors with developing financial plans and recommendations, ensuring delivery of an excellent, personalized financial planning experience to every client. Jenna is a graduate of West Chester University with a B.S. in Finance. She holds her Series 7 and 63 securities registrations and is Life, Health, Disability, and Long-Term Care licensed in multiple states. In her free time, Jenna enjoys reading, traveling, and cooking.

Nick is integral to your investment accounts and service. He helps clients by opening and managing service to your investment account, assisting in the movement of your assets, and providing trading related services to clients with investments.

Nick is a 2015 graduate of Millersville University where he studied Government and Economics. He holds Series 7 and 66 securities registrations along with his PA Life, Health, and Accident insurance license. Outside of work Nick enjoys snowboarding, rock climbing, and spoiling his Golden Retriever, Nova.

Carly oversees the firm's insurance operations to enhance productivity and ensure delivery of an excellent client experience for all new insurance business and client service. Carly received her bachelor’s degree from Southern New Hampshire University where she graduated Summa Cum Laude. Carly is Life, Health, Disability, and Long-Term Care Licensed. Outside of work, Carly enjoys reading, bowling, watching movies, and spending time with friends and family.

John is integral to Insurance Operations and assists the Director of Insurance Operations in insurance servicing. John also manages client appointments for Jim and Michael. He makes sure that clients are given timely responses and that their scheduling needs are met.

John is a 2022 graduate from West Chester University where he earned a B.S. in both Finance and Economics. He is licensed for Life, Health, Disability, and Long-Term care in the state of Pennsylvania. John provides an uplifting and energetic personality that influences those around him in a positive manner. In his free time, John enjoys spending time with his friends, family, and 3-year-old puppy Riley!

Stephan is an integral part of our team, responsible for coordinating meetings, communicating with clients, scheduling appointments, and managing assignments. He graduated from Bryn Athyn College in 2017. Based in Philadelphia, Stephan enjoys spending his free time traveling, personal training, boxing, and playing basketball. His well-rounded interests and dedication make him a valuable asset to our team, ensuring smooth operations and exceptional client service.

Steven plays a vital role in ensuring the success of client investment accounts and service. With a keen eye for detail, he assists the Director of Wealth Management by opening investment accounts and managing existing ones. A 2021 graduate of Bloomsburg University of Pennsylvania, Steven majored in Business Management, honing his financial acumen to better serve your needs. Outside the office, Steven leads an active lifestyle, immersing himself in the world of Muay Thai and Kickboxing, playing soccer, and spending time with friends and family.

Jake has been with Northwestern Mutual since September 2022 and is well-versed in all aspects of investment operations.  He is a graduate of Penn State University where he majored in Finance with a minor in Economics. Jake holds FINRA Series 7 and 63 registrations along with his PA Life, Health, and Accident insurance licenses. In his spare time, he enjoys hiking, camping, and visiting as many national parks as possible.

Mitz is a graduate of the University of Pennsylvania where he majored in Philosophy with a minor in Computer Science and Logic. He’s demonstrated exceptional academic prowess while also making his mark on UPenn's esteemed football team. Mitz speaks three languages, enjoys reading, board games, and playing basketball in his spare time.

Steve is the Director of Marketing. He earned his Bachelor of Arts from West Chester University, his Masters of Education at Immaculata University, is a graduate of the American College and has obtained a CLF® designation and is Life, Accident, Health Licensed in the state of PA. He oversees marketing efforts such as brand stewardship, digital outreach, client insights, public relations, social media management, event management and community relations.

Courtney joined Northwestern Mutual in June 2022 as a Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Villanova University, where she earned her BA in December 2021. Courtney's main focus is to coordinate marketing events, enhance and maintain data hygiene, handle promotional items, and develop and implement individualized brand strategies for advisors. Courtney resides in Philadelphia. Outside of the office, she enjoys spending time with her friends, cooking, traveling and yoga.

Allie joined Northwestern Mutual in July 2021 as the Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Temple University, where she earned her BA in December 2020. Allie’s main focus is to coordinate marketing campaigns, enhance and maintain digital media presence, craft a variety of graphics as well as develop and implement individualized brand strategies for advisors.