Get to know my dedicated team

In a service business, I understand that to offer a high level of service, we need to have great people. Our organization has taken the time and effort to develop those who serve our clients. We take great pride in the professional quality of our work.

Our organization encourages the creativity of the individual, but we know that a team effort often produces the best results. Our support team is the result of high quality people working together as a functional team to accomplish your vision.

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

Photo of Financial Planning Specialist Katelyn M Jacques

Katelyn M Jacques

Financial Planning Specialist

Photo of Investment Operations Associate Jacob T Guinan

Jacob T Guinan

Investment Operations Associate

Photo of Director of Planning and Development Diana C Mazzei

Diana C Mazzei

Director of Planning and Development

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Wealth Management Advisor Kevin Dwyer

Kevin Dwyer

CFP®, CLU®

Wealth Management Advisor

After graduating from Lehigh University in May 1986 with a Bachelor of Science in Business & Economics I started working with Northwestern Mutual. I am a CFP(Certified Financial Planner) professional and hold the CLU(Chartered Life Underwriter) designation. Currently I am a Wealth Management Advisor working with clients across the country, with my team of five. We specialize in Retirement, Wealth and College Planning.

Photo of Wealth Management Advisor Vince M Boyd

Vince M Boyd

CFP®, WMCP®, CLU®, ChFC®, CASL®

Wealth Management Advisor