Brett J Canna, CFP®, ChFC®, CLU®

Director of Business & Estate Planning

Canna Milne Support Team

Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning

As the Director of Financial Planning, Josh is responsible for running our Planning Department, while also assisting advisors with plan analysis, plan construction and portfolio management.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 PLANNER (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. He is also a member of the Executive Leadership Team for Northwestern Mutual-Eastern Pennsylvania. 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.

 
Stephen Bluementhal

Stephen W Blumenthal, CLF®, M.Ed.

Director of Marketing

Steve Blumenthal is the Director of Marketing. Steve oversees marketing efforts including brand stewardship, digital outreach, client insights, public relations, social media, training, mentorship, internal communications, community relations and event management.

Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition joining the firm in 2011 and obtaining Recruiter of the Year for the Eastern Region in 2016. Throughout his career he has honed relationship management skills to build and retain the trust and loyalty of key players and clients. Steve is also a former public school educator and head colligieate coach for over a decade before transitioning into the private sector.

Steve 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.

 
 
Nik Michael Kilmer

Nik Michael Kilmer

Financial Planning Specialist

Nik Kilmer is an Associate Wealth Management Advisor and joined the Financial Planning team in August 2018. 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.

Nik graduated from Pennsylvania State University in May of 2015 where he earned his degree in Economics.

 
Diana C Mazzei

Diana C 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.

 
Charlotte Morgan

Charlotte 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.

 
James Sylvester

James 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.

 

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