Expertise

As part of Northwestern Mutual, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.

 


Our Financial Planning Team

 Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning
joshua.brueck@nm.com
Office 610-225-6567

As the Director of Financial Planning, Josh is responsible for managing our Planning Department, while also assisting advisors with plan analysis, plan construction and portfolio management. He is also a member of the Executive Leadership Team. He began his career with Northwestern Mutual as an undergraduate in the Pittsburgh network office in 2007. Josh graduated from the University of Pittsburgh with a Bachelor’s of Science in Business Administration with a concentration in Finance in 2009. From there, he has taken on multiple roles during his career, including Associate Wealth Management Advisor, Director of Centralized Financial Security and Director of Network Office of Supervision. Josh earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and Chartered Financial Consultant (ChFC®) designations. He also holds his Series 7, 66, 9 &10 registrations. Josh resides in Philadelphia with his girlfriend and enjoys running, spending time with family and friends, Philadelphia sports, and his chocolate lab.

What do you enjoy doing most when you spend life living outside of work? 

Hiking/exploring with my dog Winnie and girlfriend Meghan.

What is your most memorable travel experience?

Study abroad in Cannes

 

 Kelsey G AndersonNikolaus Kilmer

Financial Planning Specialist

Nik Kilmer is an Associate Wealth Management Advisor and joined the Financial Planning team in August 2018. He graduated from Pennsylvania State University in May of 2015 where he earned his degree in Economics. He has his life, accident, and health license, as well has his Series 6, Series 63, and Series 7 securities licenses. Nik helps with planning analysis, portfolio evaluation and research, as well as investment operations and service. Nik currently resides in Norristown. In his free time, he enjoys playing golf, watching movies, and following his beloved Philadelphia sports teams.

What do you enjoy doing most when you spend life living outside of work? 

I enjoy attending concerts, Philly sporting events, skiing, playing guitar, and golfing.

What motivates you to work hard?

Both of my Grandfather's were extremely hard workers, so that motivates me to work my absolute hardest every day, just like they did.


 Kelsey G Anderson

Diana Mazzei

Financial Planning Associate

Diana is a Planning Associate who works with Financial Advisors and their teams to deliver comprehensive planning solutions. Diana believes in the team's ability to help the Advisors deliver a plan that will help families achieve financial freedom. Diana has worked as an AFR, as Client Relations Associate and now handling underwriting, billing and reporting for the Planning Department as a Planning Associate. Diana holds a Business Finance degree from Penn State University.

What was your proudest accoplishment?

Paying for college myself without taking any student loans!

What was your most memorable travel moment?

Diving in Maui in an underwater Volcano surrounded by Humpback Whales.

 

 Kelsey G AndersonCharlotte Morgan

Financial Planning Specialist

Charlotte Morgan is a Financial Planning Specialist who works with advisors to help develop financial plans and recommendations for their clients. Charlotte believes that everyone deserves a financial plan and loves walking alongside of advisors and clients alike to find tangible solutions to make a difference. Before rejoining the Planning Department in 2019, Charlotte was a Financial Advisor in 2018 and gained valuable knowledge about the client experience while building her own book of business. Charlotte holds a PA Life Accident & Health License along with her Series 6 and 63. Charlotte is actively enrolled in the American College working towards the ChFC & CFP designations in 2019. Charlotte holds a B.S. in Business Management and a Minor in Spanish from the Templeton Honors College at Eastern University.

 
What is your favorite book to read?

Cicero: On The Good Life. In speaking about friendship he writes: "When a man shows kindness & generosity, his motive in doing so is not just to exact payment. We do not hire out our favours, and charge interest for them: We behave kindly because it is the natural thing to do" .

What is your favorite family tradition?

Over Thanksgiving, my mom's side of the family celebrates Thanksgiving on Thursday, Christmas gift exchange on Friday Morning and New Years Eve on Friday night. The New Years Eve Celebration invloves a champagne toast & a dance party through the decades starting at the 50's so my grandma can bust a move on the dance floor.


 Kelsey G AndersonJames Sylvester

Financial Planning Specialist
 

James Sylvester is a Planning Specialist who serves on the Planning Department and works with advisors assisting in plan construction. James believes in providing everyone the opportunity to build a strong financial plan. James has worked with Northwestern Mutual as an intern, financial representative, and associate financial representative since graduating in 2017. James is series 6 and 63 licensed and holds a Bachelor of Art in Hispanic Studies from William & Mary.

What is your proudest accomplishment?

My proudest accomplishment was completing 200 miles of the Camino de Santiago.

What do you enjoy doing most when you spend life living outside of work?

I enjoy running, hiking, cooking, and spending time with friends.

 

 

 
 
 
 

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

 

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