Kevin has been a Wealth Management Advisor for 35 years. He is a 1986 graduate of Lehigh University, where he earned a Bachelor of Business Administration. Kevin holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ Designation and Chartered Life Underwriter® (CLU®). Additionally, he has Series 7, Series 63, Series 66, Series 26 securities licenses, and Life, Accident, Health, and Long-Term Care licenses. In his free time, Kevin enjoys walking his dog, Charlie, watching college football, and spending time in Chatham, Cape Cod.

Brian began interning at Northwestern Mutual during college and accepted a full-time position upon graduation from DeSales University in May 2011. Along with his marketing degree from DeSales, he earned the professional designations and certifications of CERTIFIED FINANCIAL PLANNER™ Designation, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter® (CLU®). Brian also holds Series 7 and Series 63 securities licenses, and Life, Accident, Health, and Long-Term Care licenses. Brian enjoys spending time with his friends and family. He also enjoys CrossFit, running, and is an avid golfer.

Dave joined Kevin in January of 2008 as Director of Wealth Management Services. Dave manages the office's investment department overseeing investment research, preparation, and implementation of investment proposals and trading. Dave also advises clients on retirement, college, and estate planning needs. Before joining Northwestern Mutual, Dave was a partner in the law firm of Rubino & Gizzo, P.C. Dave's primary areas of practice included estate planning, estate and trust administration, tax, and real estate. Dave received his Bachelor of Science in Accounting from Rutgers University, his law degree from Seton Hall University School of Law, and his Master of Laws (in Taxation) from New York University School of Law. In his free time, Dave enjoys traveling, playing softball, and spending time with his family.

Bill joined the team in January 2021. He has been an advisor with Northwestern Mutual for over eight years and enjoys helping our clients create a financial plan for themselves and their families. Bill is a graduate of Penn State University, where he earned a degree in finance. Bill also earned the professional designations and certifications of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter® (CLU®). Bill holds Series 7, Series 6, Series 63, Series 65 securities licenses and Life, Accident, Health, and Long-Term Care licenses. In addition, Bill’s interests include golf, Penn State football, and spending time with family and friends.

Betty has worked at Northwestern Mutual since October 2014. She has a bachelor’s degree from DeSales University and a master’s degree from Lehigh University. In her free time, Betty enjoys traveling and spending time with family and friends.

Brendan is a 2023 graduate of the University of Alabama where he obtained his Bachelor's degree in Consumer Sciences, specializing in Family Financial Planning and Counseling. Alongside his degree, he holds licenses in Life, Accident, Health, and Long-Term Care, showcasing his comprehensive knowledge of insurance and risk management. Outside of the office, Brendan enjoys spending time with family in Cape Cod, and cheering on his favorite sports teams: Alabama football and the Philadelphia 76ers.

Sean is a 2023 graduate of St. Joseph’s University where he obtained his Bachelor's degree in Finance. Outside of the office, Sean enjoys working out, hanging out with friends, and cheering on the Philadelphia Eagles.