Brett J Canna, CFP®, ChFC®, CLU®
Director of Business & Estate Planning


Canna Milne Financial

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Jeffrey H Courter

Jeffrey H Courter

Associate Financial Representative
Office 610-230-5403
 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning
 
Stephen W Blumenthal

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. 

 
Rachael Marie Ayers

Rachael Marie Ayers

Financial Planning Specialist
 
Charlotte K Morgan

Charlotte K Morgan

 
Nik Michael Kilmer

Nik Michael Kilmer

Financial Planning Specialist
 
Diana C Mazzei

Diana C Mazzei

Financial Planning Associate
 
 

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