Putting
people first.
Get to know our leadership team
Leadership at the King of Prussia office is dedicated to doing good for our clients, employees and community.
Stephen Guinan
CFP®, CLU®, ChFC®, RICP®, CASL®
Managing Partner
Steve Guinan became managing partner of the Northwestern Mutual – Eastern Pennsylvania in April, 2008. The firm has offices in King of Prussia, Lancaster, Scranton / Wilkes-Barre, Lehigh Valley, Harrisburg and West Chester. At the time of his transition to managing partner, his investment practice was ranked...
Steve Guinan became managing partner of the Northwestern Mutual – Eastern Pennsylvania in April, 2008. The firm has offices in King of Prussia, Lancaster, Scranton / Wilkes-Barre, Lehigh Valley, Harrisburg and West Chester. At the time of his transition to managing partner, his investment practice was ranked in the "top 100" nationwide in the Northwestern Mutual system. Steve earned his Bachelor of Science degree from Ithaca College in New York and holds the designations of CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional (RICP®). Steve and his wife, Lisa, have two sons and live in Paoli, PA. Steve spends much of his free time enjoying Philadelphia sports, fly fishing, reading and spending time with family.
Brad Nelson, CERTIFIED FINANCIAL PLANNER™ Professional, has been with Northwestern Mutual since 2007. Brad and his team specialize in working with executives and business owners.
Andy specializes in insurance and investment services for his clients and his clientele encompasses medical professionals, business owners, and professional executives. Andy is married to Kim and they have two daughters, Isla and Elyse. When not in the office, you can find Andy Fly-fishing, playing over 30 soccer,...
Andy specializes in insurance and investment services for his clients and his clientele encompasses medical professionals, business owners, and professional executives. Andy is married to Kim and they have two daughters, Isla and Elyse. When not in the office, you can find Andy Fly-fishing, playing over 30 soccer, golfing, and spending time with his family.
In all situations I will make recommendations that I would do for myself and my family, if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide...
In all situations I will make recommendations that I would do for myself and my family, if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most.
Derek joined Northwestern Mutual in 2010 and works with individuals, families and businesses. He assists his clients by providing a comprehensive plan and solutions that are tailored to their unique needs and situations in life. Derek specializes in developing risk management and wealth accumulation strategies...
Derek joined Northwestern Mutual in 2010 and works with individuals, families and businesses. He assists his clients by providing a comprehensive plan and solutions that are tailored to their unique needs and situations in life. Derek specializes in developing risk management and wealth accumulation strategies that are designed to achieve periodic goals that are most important to them.
Trish Boyd
CLF®
Chief Operations Officer
Trish Boyd is our Chief Operations Officer who serves on the Executive Leadership, Co-Chairs our Diversity, Equity, and Inclusion Council, and works with our support teams to help them reach their full potential while enriching lives, impacting communities, and building legacies. Trish believes that finding true...
Trish Boyd is our Chief Operations Officer who serves on the Executive Leadership, Co-Chairs our Diversity, Equity, and Inclusion Council, and works with our support teams to help them reach their full potential while enriching lives, impacting communities, and building legacies. Trish believes that finding true pleasure in what you do creates a dedication to your craft that shines through in all you do. Trish has worked with our team since 2008 and has earned our Brian H. Early Leadership Award for exceptional leadership as well as our Childhood Cancer Champion Award for her work on behalf of Alex’s Lemonade Stand Foundation. Trish holds a Bachelor of Science Degree in Business Administration from Drexel University, the Chartered Leadership Fellow designation from The American College, and is a Certified Trainer.
Joshua Brueck
CFP®, WMCP®, ChFC®
Chief Growth Officer
As the Chief Growth Officer, Josh is responsible for running our Planning Department, while also assisting advisors with plan analysis, plan construction and portfolio management. He is also a member of the Executive Leadership Team. He began his career with Northwestern Mutual in 2007. Josh graduated from the...
As the Chief Growth Officer, Josh is responsible for running our Planning Department, while also assisting advisors with plan analysis, plan construction and portfolio management. He is also a member of the Executive Leadership Team. He began his career with Northwestern Mutual 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. 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™ professional 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.
Joanna Hales
CLF®
Chief Recruitment Officer
Joanna is the Chief Recruitment Officer who works directly with our Campus Recruiters, Team Captains, College Unit Directors, Growth and Development Directors and the rest of our leadership team to maintain a sustainable talent acquisition and retention program. Joanna believes that instilling strong work habits,...
Joanna is the Chief Recruitment Officer who works directly with our Campus Recruiters, Team Captains, College Unit Directors, Growth and Development Directors and the rest of our leadership team to maintain a sustainable talent acquisition and retention program. Joanna believes that instilling strong work habits, gaining business etiquette knowledge and crafting interns “why” as a young professional will position our current college students with the confidence for success no matter their future path. Joanna has been awarded our agencies Brian H. Early Leadership Award and recognized as the Recruiter of the Year at our Annual Meeting. With her continued desire to grow and develop she has earned her Chartered Leadership Fellow (CLF®). Joanna holds a Bachelor of Science in Elementary Education from Shippensburg University where she was a member of the Women's NCAA Division II Lacrosse Team.
Christopher Tharp
Chief Strategy Officer
Christopher Tharp is the Chief Strategy Officer who works with the Managing Partner and Executive Leadership Team to achieve the highest levels of productivity and profitability for the organization. As part of the Network Office management team, Chris anticipates the needs of the office, plans for its development,...
Christopher Tharp is the Chief Strategy Officer who works with the Managing Partner and Executive Leadership Team to achieve the highest levels of productivity and profitability for the organization. As part of the Network Office management team, Chris anticipates the needs of the office, plans for its development, recommend necessary changes, and takes independent action within areas of authority. Chris also is a Co-Chair of the Diversity, Equity, and Inclusion Council. Chris focuses on strategic impact, maximizing talent, understanding and anticipating future opportunities and challenges, and developing a strategy to redirect, refine and execute on priorities. Chris is a Certified Trainer and has held many roles within the organization including Director of Network Office Supervision and Chief Development Officer. In 2009, Chris was the inaugural recipient awarded the Brian H. Early leadership award. Chris holds a bachelor's degree in Chemistry from Hope College.
Stephen Blumenthal
CLF®, M.Ed.
Director of Marketing
Stephen Blumenthal is the Director of Marketing who works with Northwestern Mutual Financial Representatives to drive financial advisors’ productivity, revenue and market presence. Steve also provides strategic marketing direction for the local Northwestern Mutual offices and to select Financial Advisors. Steve...
Stephen Blumenthal is the Director of Marketing who works with Northwestern Mutual Financial Representatives to drive financial advisors’ productivity, revenue and market presence. Steve also provides strategic marketing direction for the local Northwestern Mutual offices and to select Financial Advisors. Steve was previously the Director of Recruitment and Selection for 4 1/2 years before making the transition to his new role. Steve was instrumental in the transformation of talent acquisition and onboarding processes to increase and support advisor success and retention. In 2016 Steve was recognized as Recruiter of the Year for the Northeast Region at Northwestern Mutual. Steve is a Chartered Leadership Fellow of the American College, a Certified Trainer at Northwestern Mutual, holds a Masters in Educational Leadership from Immaculata University and a Bachelors from West Chester University.
Justin Deni
MBA
Director of Supervision
Justin Deni is a Director of Network Office Supervision who works with our financial advisors and representatives to drive efforts to meet and exceed Northwestern Mutual and industry rules and regulations. Justin's compliance philosophy is to ensure that the firm's values are consistently delivered to our clients...
Justin Deni is a Director of Network Office Supervision who works with our financial advisors and representatives to drive efforts to meet and exceed Northwestern Mutual and industry rules and regulations. Justin's compliance philosophy is to ensure that the firm's values are consistently delivered to our clients by maintaining a system of supervision that educates financial advisors to understand the goals and objectives of each client through information gathering. Justin recently received his MBA at Drexel University in 2017. Justin has been in the financial service industry for over ten-years. Justin was with Janney Montgomery Scott as a compliance & risk analyst prior to joining Northwestern Mutual.
Charlotte Morgan
CFP®, ChFC®
Director of Financial Planning
Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's mission is to help individuals and their families achieve financial security through thoughtful planning and a personalized approach.