Meet Your Team
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'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.
Brady began his career at Northwestern Mutual in the spring of 2019. After running a personal practice for two years he joined Physician Financials’ team in March of 2021. Born and raised in Grove City, PA he graduated from Geneva College in 2015, received his MBA from Webber International University in 2019. He currently resides in Grove City with his wife, Sydney. He is actively involved in his church and in his spare time he helps coach basketball and enjoys traveling to Florida and National Parks across the United States.
Riley started with Physician Financial in August 2019 as the Director of Insurance Services and has since transitioned to Investment Operations. She manages the opening of investment accounts and processes account transactions. Riley facilitates communication and account operations between our advisors and you, the client. She provides concierge service to update your client information and technology needs for your accounts with us.
A Slippery Rock University graduate, Riley has dabbled in real estate, digital marketing and even worked as an award-winning pastry chef at a fine dining restaurant. Her 10+ years of restaurant experience shines through her love of cooking alongside her husband Matt. Riley also enjoys traveling – whether it be to explore a new city or attend a music festival.