Brian Wilcox

Evan joins our team from Northwestern Mutual Boston. He began his career on the insurance desk at John Hancock Financial Services Co before joining a small team focused on financial planning and ultimately joined his wife and in-laws at Northwestern Mutual. Evan assists busy, successful professionals with financial planning and has particular expertise with the medical market. He holds the Chartered Life Underwriter designation as well as his FINRA Series 6, 7, 63, 65 and Life Accident & Health Insurance licenses. Evan earned his degree from St. Lawrence University where he majored in Economics and Mathematics and was a four-year member of the varsity football team. Evan lives in downtown Boston with his wife, Madison (Brian’s daughter). He enjoys golfing, reading, watching the Patriot’s, vacationing on Marco and Wellesley Islands, and eating out in Boston’s North End.

Laura joined Northwestern Mutual in September 1987. She is licensed with the State of New York for life, accident & health insurance, and also holds her Series 6 and 63 securities registrations. 

If you are a client of Brian's then you have at some point spoken to Laura. As a part of Brian's team for so many years, she has established long-standing relationships with many of his clients and many assistant's in the agency look to her for input and knowledge she has obtained over the years.

Laura is married to her husband Craig & has two children.  She enjoys camping in the Adirondacks and snowmobiling in Winona Forest.

Lori teamed up with her husband in 1998 taking on the role of Chief Financial Officer. Lori's background in bookkeeping has made her an invaluable asset to the team as she focuses on managing the books, processing payroll, and record keeping. Lori also oversees the marketing and client experience for Wilcox Wealth Management Services. In her free time she enjoys exercising and spending time with Brian and their two daughters, Madison and Kennedy, and most of all shopping with/for their daughters. The family enjoys boating together on the St. Lawrence River.

Laura joined Northwestern Mutual in July 2022.  She graduated from Bryant & Stratton College with a Bachelor’s degree.  She is licensed with the State of New York for life, accident & health insurance.  With Laura as the Financial Planning Analyst, she plays a big role in the development of the financial plans for our clients. 

Laura is married to her husband Tom and they have three children.  She enjoys traveling and spending time with her children in their pool.  Laura is the niece of Brian & Lori.

Betsy joined Northwestern Mutual in 2023. She assists clients with scheduling, account servicing, and new business for life, disability, and long-term care.  Betsy is also able to assist with development of the financial plans for our clients. She is married to her husband Jim and they have two children.  Betsy enjoys spending time with her family camping and boating. She is also the niece of Brian & Lori.