Putting
people first.
Get to know our leadership team
Leadership at the Bedminster office is dedicated to doing good for our clients, employees and community.
John has more than 30 years of experience with Northwestern Mutual and other industry leading companies. He is a graduate of the University of Pennsylvania with a Bachelor of Science degree in Finance & Economics. He is a member of the Million Dollar Round Table, Court of the Table advisor, the Premier Association...
John has more than 30 years of experience with Northwestern Mutual and other industry leading companies. He is a graduate of the University of Pennsylvania with a Bachelor of Science degree in Finance & Economics. He is a member of the Million Dollar Round Table, Court of the Table advisor, the Premier Association of Financial Professionals. John is the current President of the Society of Financial Services Professionals.
Jackie Kozakis
Director of Recruitment
Jackie engages in conversations to explore how a potential candidate's unique set of experiences and skill sets can translate and be leveraged in their exploration of the financial representative opportunity with the firm. Jackie believes our Financial Advisors and Representatives have life changing conversations...
Jackie engages in conversations to explore how a potential candidate's unique set of experiences and skill sets can translate and be leveraged in their exploration of the financial representative opportunity with the firm. Jackie believes our Financial Advisors and Representatives have life changing conversations with their clients and because of that, we are always growing! Attracting top talent and cultivating an environment that fosters diversity and inclusion influences our ability to positively impact the communities we serve.
John has been with Northwestern Mutual since 1989. He is guided by a core belief that his lifetime purpose is to help others. In addition to being a Wealth Management Advisor, he enjoys mentoring and developing college students and watching them turn their internships into full-time careers. John graduated from...
John has been with Northwestern Mutual since 1989. He is guided by a core belief that his lifetime purpose is to help others. In addition to being a Wealth Management Advisor, he enjoys mentoring and developing college students and watching them turn their internships into full-time careers. John graduated from James Madison University with honors and a B.B.A. in Finance.
Jon has been representing Northwestern Mutual since 2014.He partners with individuals, families, and businesses to customize financial plans and achieve their financial goals. In 2015, Jon received Top Company Honors and was ranked #2 Best Financial Advisor in the Bronze Category in the Eastern Region of the...
Jon has been representing Northwestern Mutual since 2014.He partners with individuals, families, and businesses to customize financial plans and achieve their financial goals. In 2015, Jon received Top Company Honors and was ranked #2 Best Financial Advisor in the Bronze Category in the Eastern Region of the United States of America. Jon continues to put his clients first, and stands as a Million Dollar Round Table Qualifier in 2019. The Million Dollar Round Table is an elite group of Financial Advisors that rank amongst the top 5% out of every company in the financial industry, not just in the US, but around the world. In addition to planning for his clients, Jon has a passion for coaching new advisors and representatives to help them build a successful business.
Taylor joined Northwestern Mutual in 2014. He graduated from West Virginia University with a Bachelor of Science in Business Administration. As a College Unit Director, Taylor's goal is to recruit, develop, and mentor his college interns to help them make an impact in their client’s lives. He also runs a broad...
Taylor joined Northwestern Mutual in 2014. He graduated from West Virginia University with a Bachelor of Science in Business Administration. As a College Unit Director, Taylor's goal is to recruit, develop, and mentor his college interns to help them make an impact in their client’s lives. He also runs a broad practice and works with a team of specialists to offer flexible financial planning for millennials and digital creatives, and small business owners.