Meet Your Team
As a Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert. Joe has been a Financial Advisor with Northwestern Mutual since 2005. Joe has been a member of NAIFA for 8 years, and was a Million Dollar Round Table qualifying member from 2010-2013. Joe is also a qualifying member of the Northwestern Mutual Forum 2012-2015, which represents the top segment of the industry's leading field force.
Through personal commitment, professional associations, accreditations and continuing education, Joe has worked hard to establish a reputation as a respected professional and to gain the trust of clients.
Joe has been working as a Financial Advisor with Northwestern Mutual since 2005. He is a 2003 graduate of West Virginia University, where he majored in Communication Studies with a concentration in Business Administration.
He is happily married to Jessica Hoover, their oldest son is named Brayden and the newest addition, Easton Jackson, was born on Valentine's Day 2017.
He continues to be an avid West Virginia sports fan. In his spare time, Joe enjoys playing intramural sports, hiking, biking, and participating in various races from 5K's up to half marathons. Joe is also an outdoor enthusiast and loves to fish and hunt in the Central Pennsylvania region, as well as Wyoming during yearly big game hunting trips. He is an active member of his community, and is currently a Junior Leader of the United Way. Joe loves spending time with his family on the weekends and is looking forward to expanding his family in the near future.
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's passion is helping others. A trusted friend and advisor to many leaders, Brandon and his team work with high caliber, caring professionals. In this context, he advises a wide range of clients including: executives, business owners, Doctors and other professionals.
Brandon and his team provide coordinated skills and combined efforts to deliver comprehensive financial security planning and investment management alongside unparalleled access and real-time service. Brandon aligns every aspect of planning, advice, and management with each client’s goals.
Brandon respects and shares the key values of doing right by clients with a focus on integrity, care, and loyalty. Brandon's main goal is always to provide his clients with intelligently planned and personally tailored financial plans to help them create financial security for themselves and their families.
Brandon joined Northwestern Mutual in 2010. A 2008 graduate of Indiana University of Pennsylvania. He and his wife Joanna, reside in downtown Pittsburgh and enjoy spending time with friends, travel and being active outdoors.
Zack joined our team as an Associate Financial Advisor after graduating from Penn State University in 2013. As a financial advisor, Zack specializes in the medical field helping clients achieve financial security. He works with clients to identify their current financial situation with their short and long term goals to develop a plan that will create financial freedom. He helps provide guidance with student loans, benefits, disability and life insurance as well as retirement planning. In his spare time, Zack loves to travel and volunteers in his community with charities and coaching midget football.
Riley started with Physician Financial in August 2019 as the Director of Insurance Services and Client Relations. A Slippery Rock University graduate, she has dabbled in real estate, digital marketing and even spent time as a pastry chef at a fine dining restaurant. She manages the insurance application process and all underwriting communications. Riley facilitates communication and account operations between our advisors and you, the client. She provides a concierge service to update your client information and technology needs for your accounts with us.
In her free time, Riley loves to attend concerts with her fiancé Matt and she enjoys developing new dessert recipes to share with friends and family.
Carly began her career at Northwestern Mutual in 2018 working as an Associate Financial Representative for the agency, before transitioning to her role as Director of Insurance Operations in 2020.
Her role primarily focuses on presentation preparation for current and future clients of Physician Financial, as well as assisting in client communications.
Outside of work, Carly enjoys spending time with her family, friends and dogs, Petey and Layla.