As your financial advisor, Joe will work with you to evaluate your personal, professional, and financial goals. He will take an in-depth look into your current financial picture and learn about the goals you want to achieve throughout your lifetime. Joe cares about what is important to you and your family. He will work in a fiduciary capacity to identify your needs and solutions to achieve financial success.

Joe is passionate & truly cares about the relationships he builds with his clients. He believes relationships are the backbone to building a trusted long-term plan together. He has specialized in working with physicians, professionals, executives, and business owners for over 15 years. Joe provides guidance and solutions to insurance, investment, estate planning and family needs. He utilizes world class insurance and investment strategies to help you achieve your financial needs.

In addition, Joe and his partners have built a trusted team that will work closely with you throughout the process of executing your financial plan. His team is passionate about creating an unforgettable experience for their clients.

Professionally, Joe thinks education is necessary to continue to build his wealth of knowledge to assist his clients. He is an RICP, which stands for Retirement Income Certified Professional. This means he can design and execute planning strategies and retirement income strategies. Joe has been working with Northwestern Mutual as a Financial Advisor since 2005. He is a 2003 graduate of West Virginia University, where he majored in Communication Studies, along with a concentration in Business Administration. Joe has been a Million Dollar Round Table qualifier since 2010 and has been a member of NAIFA as well. In addition, Joe has been a Forum qualifying member since 2012, which represents the top segment of the company's advisors.

Personally, Joe loves spending time with his family. He is happily married to his wife Jessica Hoover and has two sons, Brayden & Easton. He is an avid West Virginia University sports fan. Joe enjoys playing intermural sports, hiking, biking, and participating in various races for charity. He is also an outdoor enthusiast and loves to hunt in the central Pennsylvania region, as well as Wyoming during yearly big game hunting trips. When he’s not hunting, you can find Joe out on his boat deep sea fishing.

Joe is an active member in his community. He is currently a junior leader of the United Way and donates to Alex‘s Lemonade Stand. Joe has been actively involved with the charity Team Phenomenal Hope. Joe and his partner Kevin are co- founders of Brews and Bites for Pulmonary Hypertension, where they have raised over $15,000. Joe loves to coach t-ball and is an active board member for Avonworth Baseball League.

Kevin joined Northwestern Mutual after graduating from Penn State University in 2004 with a degree in Finance and a minor in Business Law. Kevin also took the opportunity to advance his expertise in the financial services industry by obtaining his CLU certification and Series 7 license. As your Financial Advisor, Kevin Yeargers works with you to evaluate your current financial standing and your future goals. Together, the two of you will identify needs and solutions that can help you achieve your financial goals. Kevin specializes in working with physicians and business owners by providing guidance on estate, business and investment decisions. He works best with individuals who care about their families and careers, and those who take responsibility in their economic safety. Kevin, believes wholeheartedly that relationships are the foundation of every strong business venture. By first identifying your most pressing financial priorities and then comparing what you have to what you want, Kevin works together with you by offering solutions using world-class insurance services and innovative investment products that fit you and your needs.

Kevin’s greatest joy is his family, and outside of the office you will find him spending time with his wife, Dawn, and their three children.

In his spare time, Kevin enjoys traveling, golfing, participating in triathlons and marathons. He is an active member of his community, and is the founder of Brews and Bites for Pulmonary Hypertension. Kevin, and his partner, Joseph Hoover, raised over $15K in donations. Kevin has also competed in several races to raise money for various charities. He is extremely passionate when it comes to supporting Team Phenomenal Hope, their mission, and their goal to find a cure.

Brandon joined Northwestern Mutual in 2010. As a proud alumnus of Indiana University of Pennsylvania, Brandon graduated in 2008 earning a BA in Hospitality Management. Continuing is lifelong learning focus, he has attained the professional designation of CERTIFIED FINANCIAL PLANNER™ designation. Utilizing his foundational knowledge of hospitality management, Brandon has been able to hone in on his passion of helping others.

Brandon and his team work with high caliber, caring professionals. In this context, he advises a wide range of clients including retirees, physicians, executives and business owners. The team focuses on serving the estate, business, and investment planning needs for families & individuals, while recognizing the need for personalized, comprehensive, and relationship-based planning process.

Brandon and his wife Joanna live in Mars, PA with their son, Cameron, and newborn daughter, Callie. He is an avid Penn State fan, watching all their football games and wrestling matches. When he isn’t focused on his clients’ financial security, Brandon enjoys doing CrossFit, being outside, mountain biking, playing golf, and most importantly, wrestling with his son. He is very into trying and picking up new outdoor hobbies, recently taking an interest in smoking meats!

Lejla began her career at Walnut Street Wealth Advisors & Physician Financial in the spring of 2022. Prior to joining the team, she worked in the mortgage industry. Born in Bosnia & Herzegovina, Lejla immigrated to the United States in 2001 where she grew up in St. Louis, MO. She graduated from the University of Pittsburgh in 2020 with dual degree in Biological Sciences and Economics. Driven by a commitment to lifelong learning, Lejla has advanced her knowledge by attaining her Life, Accident and Health Insurance license.

As the director of operations and financial planning, Lejla leads the team in preparing comprehensive financial statements, generating insurance illustrations, and developing personalized financial planning presentations tailored for both existing and prospective clients. Beyond planning, she also assists in supporting investment operations, ensuring that all processes run smoothly and efficiently. Furthermore, she oversees everyday office operations, maintaining a seamless working environment that supports the firm's strategic goals and objectives.

In her personal time, Lejla enjoys traveling the world, playing soccer, hiking, supporting the Pittsburgh Steelers, and exploring Pittsburgh with her cat, Papaya!

Dan began his career at Walnut Street Wealth Advisors & Physician Financial in the spring of 2022. Prior to joining the team, he spent 14 years at BNY Mellon working in the Benefit Disbursements and Investor Solutions departments. Born and raised in Pittsburgh, PA, he graduated from The Pennsylvania State University with a BA in Business Administration & Management in 2004.

As one of the senior investment specialists, Dan works with our advisors to assist with customer service and daily investment needs. With over a decade of experience in the financial sector, he brings a wealth of knowledge and expertise to the team, ensuring that clients receive the highest level of support.

He resides in the South Hills with his wife, Heather, and their two children, Daytona & Logan. He is actively involved coaching his son's travel soccer team. In his spare time, Dan enjoys camping, kayaking with his dogs, Jessie & Hudson, and spending time with his family.

Kristy began her career at Walnut Street Wealth Advisors & Physician Financial in early 2024. Prior to joining the team, she spent 11 years in publishing, 12 years in customer service management, and owned her own women’s boutique. Born and raised in Fort Worth, TX, she relocated to Pittsburgh for her husband’s job.

As one of the investment specialists, Kristy works with our advisors to assist with customer service and daily investment needs. She ensures that every client receives personalized attention and comprehensive support by tending to client requests and needs.

Kristy lives with her husband, Jason, two daughters, Nikole and Lauren, and their pack of animals. In her spare time, you can find Kristy at the barn with her horses, gardening, and catching sunsets on horseback rides.

Sue Ann began her career at Walnut Street Wealth Advisors & Physician Financial in early 2022. She graduated from Indiana University of Pennsylvania with a B.S. in Political Science and from the University of Pittsburgh with a master’s degree in Public Administration. Driven by a commitment to lifelong learning, Sue Ann has advanced her knowledge by attaining her Life, Accident and Health Insurance license. Prior to joining the team, she was a lobbyist working in Government Affairs at Highmark and then stayed home full time to raise her children.

As the senior insurance coordinator, Sue Ann works with our advisors to assist with customer service and daily insurance needs. She ensures that every client receives personalized attention and comprehensive support by facilitating the processing of insurance applications, tracking tr underwriting process, and troubleshooting any issues that they may encounter.

Sue Ann lives with her husband, Ed, and their Sheltie, Floyd, in Moon Township and is mother to two grown boys, Alex and Evan. In her spare time, Sue Ann enjoys cooking, crafting of all kinds, and gardening.

Pamela began her career at Walnut Street Wealth Advisors & Physician Financial in the winter of 2023. She graduated from the University of Pittsburgh with a B.A. in English Writing. Prior to joining the team, she worked for years in sales and administration.

As one of the senior insurance coordinators, Pamela works with our advisors to assist with customer service and daily insurance needs. She ensures that every client receives personalized attention and comprehensive support by facilitating the processing of insurance applications, tracking the underwriting process, and troubleshooting any issues that clients may encounter.

Pamela lives with her three children, Madeleine, Evan, and Riley. In her spare time, she enjoys exploring new restaurants in Pittsburgh, visiting music venues, going to the gym, and gardening.