Putting
people first.
Get to know our leadership team
Leadership at the West Chester office is dedicated to doing good for our clients, employees and community.
Andrew Braun is a Growth & Development Director and Financial Advisor for The Erika Jacobi West Chester Office, serving the Borough, and Greater Philadelphia marketplace for the Northwestern Mutual.
John O'Brien is the College Unit Director and Financial Advisor. He assists in the coaching of the college financial representative program and leads them to success.
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.
Nikolaus Kilmer
Portfolio Manager
Nikolaus is responsible for the investment side of our department. Himself and his team assist in generating investment account paperwork, investment proposals, processes investment servicing and a slew of other investment related services. He primarily focuses on assisting veteran advisors manage their investment...
Nikolaus is responsible for the investment side of our department. Himself and his team assist in generating investment account paperwork, investment proposals, processes investment servicing and a slew of other investment related services. He primarily focuses on assisting veteran advisors manage their investment books, specifically the signature programs (Signature Portfolios and Signature Choice) to help them manage their investment book and provide high level investment analysis to provide additional value to investment clients.
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.
Charlotte Morgan
CFP®, ChFC®
Associate Financial Representative
Charlotte Morgan is the Associate Director of the Planning Department and provides support to under five year advisors and planning department subscribers in the West Chester office. Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's...
Charlotte Morgan is the Associate Director of the Planning Department and provides support to under five year advisors and planning department subscribers in the West Chester office. 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.