Management Team

The success of our group can be directly attributed to the high quality of leadership and the strength of our management team. Our goal is to ensure the continued success of our financial representatives by providing the proper guidance and support to help them experience both personal and professional growth.

 Stephen T Guinan

Stephen T Guinan

Managing Partner
Office 610-975-9900

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Steve Guinan became managing partner of the Northwestern Mutual – Eastern Pennsylvania in April, 2008. Today, Northwestern Mutual – Eastern Pennsylvania includes 80 financial representatives and more than 40 management and administrative staff. The firm has offices in King of Prussia, Lancaster, Scranton / Wilkes-Barre, Lehigh Valley and Harrisburg.

A 25-year veteran of Northwestern Mutual, Steve joined the company in 1990 as a financial representative in his hometown of Binghamton, New York. He distinguished himself early in his career, earning the Greater New York Group’s Rookie of the Year award in 1991 and 1992. Steve served for three years as field director, and in 1996 he was appointed managing director of the Binghamton Group. He served a dual role as managing director and financial advisor to his clients for 12 years before moving to the Main Line region of Philadelphia and becoming a managing partner. While in Binghamton, Steve served as past president of the Southern Tier Chapter of the Society of Financial Service Professionals and the Broome County Association of Insurance and Financial Advisors.

A leader in his field, Steve is a nine-time member of the industry’s prestigious Million-Dollar Round Table, achieving Court of the Table distinction in 2003. At the time of his transition to managing partner, his investment practice was ranked in the "top 100" nationwide in the Northwestern Mutual system. Steve earned his Bachelor of Science degree from Ithaca College in New York and holds the professional designations of Certified Financial Planner™ (CFP®)1, Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional® (RICP®).

Steve is a member National Association of Insurance and Financial Advisors (NAIFA) and the General Agents and Managers Association (GAMA International), the leading organization for field leaders in the insurance and financial services industry.

Steve and the members of Northwestern Mutual – Eastern Pennsylvania are dedicated sponsors of Alex’s Lemonade Stand Foundation (ALSF), a charity dedicated to raising money and awareness of childhood cancer causes, primarily research into new treatments and cures. They are actively involved in fundraising efforts to benefit ALSF. Steve is also a member of the Ithaca College Athletics Advisory Council, the Loyola Society’s President’s Council of St. Joseph’s University in Philadelphia and the Children’s Circle of Care through the Children’s Hospital of Philadelphia (CHOP).

Steve and his wife, Lisa, have two sons and live in Phoenixville, PA. He spends much of his free time enjoying Philadelphia sports, fly fishing, reading and spending time with family.

 Brad A Nelson

Brad A Nelson, CFP®, ChFC®, CLU®, CASL®

Managing Director
Office 717-257-4100

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Northwestern Mutual - Harrisburg and Central Pennsylvania

Brad Nelson joined Northwestern Mutual in March of 2007 as a Financial Advisor, building his practice by helping young families and professionals build financial security. In 2009, Brad received the prestigious CFP® certification, and later received CLU®, ChFC®, CASL®, and RICP designations through the American College.

In 2009, Brad was appointed Field Director. With the Field Director role, he spent the majority of his time designing financial plans to help his clients achieve financial security for their future, and the remainder coaching new representatives to do the same.  His 2011 appointment to Managing Director resulted from his great success in this leadership role, and spends equal time coaching Advisors and working to be at the center of his clients’ financial lives.

Currently, Brad’s financial planning practice focuses on Retirement Income Planning, Closely Held Business Planning & Executive Benefits.

Brad's passion in life is helping other people see their true potential and he realizes this through both Northwestern Mutual and his involvement in LCBC Church-Harrisburg.  He graduated in 2003 from Penn State University with a Bachelor’s of Science degree in Finance with a minor in Legal Environment of Business.  Brad is married to Nikki and lives in Mechanicsburg, PA.

 Andrew G Wallover

Andrew G Wallover, CLU®

Managing Director
Office 717-205-4040

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Northwestern Mutual - Lancaster

Andrew Wallover graduated from Philadelphia University with a Bachelor's of Science degree in Business Administration with a concentration in Finance in 2004. Andy always knew he wanted to be in the Financial Services Industry and was searching for the right company to build his practice.  After gaining experience with another company in the industry, he decided, in 2005, to build his career with Northwestern Mutual.  Andy began as a Financial Representative and was promoted to College Unit Director, Recruiting Field Director, Field Director, and in 2012 was appointed Managing Director of our Lancaster Office. He specializes in insurance and investment services for his clients and his clientele encompasses medical professionals, business owners, and professional executives.

During his tenure with Northwestern Mutual, Andy has consistently been ranked among the top new client representatives, achieving Bronze, Silver, Gold, and Platinum awards for his first four years of the business. . He is a member of National Association of Insurance and Financial Advisors, NAIFA and General Agents Management Association, GAMA. Most recently, he has been awarded the Quality Incentive Award from National Association of Insurance and Financial Advisors, NAIFA.  Andrew is a Board member for the Lancaster County Estate Planning Council. He  is currently serving as Secretary for the council. Andrew has recently received his Chartered Life Underwriter ®, CLU® credential from The American College of Financial Services.  

While at Philadelphia University, Andy was a member of the Division 1 Varsity Men’s Soccer Team, Division 2 Varsity Men’s Golf Team, and the 2002 Atlantic Soccer Conference Championship Team.  In his free time you can find him shopping at Central Market on Saturday mornings or walking first Fridays with his wife, Kim and his daughters, Isla and Elyse. His personal passions revolve around coaching youth soccer, running marathons, getting lost in the woods in search of wild trout with a fly-rod, and training his bird dog, Scotch.

 Jason Espenshade

Jason Espenshade

Managing Director
Office 610-844-9745

Northwestern Mutual - Lehigh Valley

 Trish Boyd

Trish Boyd

Chief Operations Officer
Office 610-225-6533

Trish Boyd has been with Northwestern Mutual - Eastern Pennsylvania since being referred by her financial advisor in 2008.  As Chief Operations Officer, and as a member of the Executive Leadership Team, Trish is involved with the development of agency policies and procedures in conjunction with the strategic vision set forth by the Managing Partner.  This includes operational, development and human resource policies.  Trish is responsible for the planning of agency meetings & events and the management of Northwestern Mutual - Eastern Pennsylvania's philanthropic efforts within the community.

Trish graduated from Drexel University with a Bachelor of Science degree in Business Administration in 1989.  She began her professional career as a staff accountant with Morison Cogen, LLP, where she remained for 4 years.  In 1993, Trish became the Operations & Finance Manager for a sales and marketing organization, before joining Northwestern Mutual as Executive Assistant to the Managing Partner.  In 2010, she was promoted to Director of Operations and in 2016, named Chief Operations Officer.

Trish is married to Bob and has two daughters, Kelly and Erin.  She is heavily involved in fundraising through Northwestern Mutual for Alex’s Lemonade Stand Foundation and is a member of Northwestern Mutual's Childhood Cancer Program Advisory Team.  She also spends time volunteering at Saved Me, a Philadelphia-based adoption center for homeless animals.  Her outside interests include traveling, reading and spending time with her family.

 Christopher D Tharp

Christopher D Tharp

Chief Financial Officer
Office 610-975-9900

As Chief Financial Officer, Christopher Tharp reports to and partners with the managing partner for Northwestern Mutual – Eastern Pennsylvania. Chris plays a critical role in developing and implementing the strategy for network office operations which includes risk and investment products and services lines of business. As a member of the leadership team, he is responsible for the overall financial health and the daily accounting function for the network office and the three district network office operations, as well as oversight of the office’s financial growth. Chris was referred to the Northwestern Mutual opportunity by his financial advisor, joining the company in 2005 as the CFO and Director of Network Office Supervision (DNOS), later relinquishing the DNOS role.

Chris earned a Bachelor of Science degree in chemistry with a double minor in biology and psychology from Hope College in Michigan. While an undergraduate student, he worked full-time in the culinary industry and lived/studied off-campus in his final semester through the Philadelphia Center while holding internships at Children’s Hospital of Philadelphia (CHOP) and the University of Pennsylvania. Chris chose to focus on human research after graduation in the areas of pharmaceutical, agricultural, and food and flavor industries.

Chris is married to Anilet and they live in Philadelphia with their three children Ethan, Brady, and Daphne. He is an avid sports enthusiast and enjoys cooking, golf, and spending time with his family.

 Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Network Office Supervision
Office 610-225-6567

As Director of Network Office Supervision, Joshua partners with the Managing Partner to supervise activities of financial representatives and their employees with respect to laws and regulations of various agencies including FINRA, SEC, MSRB, and State Securities or Insurance Commissioners. He monitors activities with respect to Company policies and procedures pertaining to insurance and securities sales practices.


Joshua graduated from the University of Pittsburgh with a Bachelor’s of Science in Business Administration with a concentration in Finance in 2009. He began his career with Northwestern Mutual as an undergraduate in the Pittsburgh network office in 2007. He has taken on roles of increasing responsibility during his career, including Associate Wealth Management Advisor and Director of Centralized Financial Security. He has been with Northwestern Mutual – Eastern Pennsylvania since 2010, and in his current role since 2013.


Josh resides in Philadelphia and his interests include running, spending time with family and friends, Philadelphia sports, and his dog.


 Stephen W Blumenthal

Stephen W Blumenthal, CLF®

Director of Recruitment and Selection
Office 610-225-6561

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Stephen helps people learn more about how a career as a Northwestern Mutual financial representative can provide the rewards and opportunities of self-employment -- flexibility, having a positive impact on people’s lives and virtually unlimited earning potential.

As a financial representative, you have all the advantages of being in business for yourself, but you’re not alone. We will help you develop your business and marketing plans, provide extensive training and coaching from certified trainers, and offer access to our knowledgeable group of financial professionals to help you launch your career.

 Joanna L Hales

Joanna L Hales

Director of Internship Development
Office 610-225-6548

My Networks: LinkedIn

Joanna Hales joined Northwestern Mutual in 2008 and is the Director of Internship Development.  She is responsible for our College Program in Eastern Pennsylvania and her goal is always to recruit the right person, at the right time, for the right reasons.

Joanna helps students learn more about the internship program at Northwestern Mutual and how that program can provide the rewards and opportunities of self-employment, flexibility, making a positive impact on people’s lives, and unlimited earning potential. What drives her passion for recruiting is the opportunity to see interns grow and develop from the interview stage, through training, and onto becoming a full time Northwestern Mutual Financial Representative.

Before joining Northwestern Mutual, Joanna taught pre-school after graduating from Shippensburg University with a Bachelor of Science degree in Elementary Education.  She also played on the Women’s Lacrosse Team at Shippensburg.  Joanna currently lives in Philadelphia where she spends time with the Young Professional Network of Philadelphia, directly working with the volunteer committee helping those in the local community.  She also enjoys playing various sports through the Philadelphia Sports and Social Club.

 Andrea L Johnson

Andrea L Johnson

Dir of Network Offc Supv
Office 610-975-9900

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.

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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?

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