Vince Boyd, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

My 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.

 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning
Office 610-225-6567

Josh joined Northwestern Mutual in 2007. Josh holds the CFP® Designation and he helps coordinate and oversee our Planning team. Josh also holds a Life & Health license and Series 7 & 66.

Josh earned a degree in Finance from Pittsburgh University in 2009.

 
Charlotte K Morgan

Charlotte K Morgan

Office 610-225-6553
 
Laura E Conlogue

Laura E Conlogue

Associate Financial Representative
Office 610-975-9900

Laura, Associate Financial Representative, has been affiliated with Northwestern Mutual since 2008.  Laura is a 2006 graduate of Millersville University with a degree in English Education. She currently holds a license in life, accident & health Insurance as well as Series 6 & 63 certified.

How Laura can help you?

  • Development and implementation of financial plans
  • Coordinate and Facilitate Asset Transfers and organization of assets
  • Helps execute trading and management of investment accounts
  • Helps execute insurance planning/ risk mitigation
  • General Service Questions

Outside of work Laura enjoys reading, working out, traveling and spending time with her husband Pat and daughter Emily.

 

Ryan J Light

Assistant
Office 412-281-5540
 
Caprese G Harmon

Caprese G Harmon

Investment Operations Coordinator
Office 610-975-9900
 
Rachael Marie Ayers

Rachael Marie Ayers

Investment Operations
Office 610-225-6510
 
Nik Michael Kilmer

Nik Michael Kilmer

Investment Associate
Office 717-920-2599
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck