Bruce became a client of Northwestern Mutual early in his career and was intrigued by the quality of the company and its people. In 1990, he began his career as a financial services professional with Northwestern Mutual.
Today Bruce enjoys sharing his experience and knowledge of the financial services industry with his individual, family, and business clients.
Bruce continues to earn many company and industry awards for growth and for the quality of his work. He has been quoted/featured in the Baltimore Business Journal and the Baltimore Sun.
The stock market crash of 2008 signaled the start of The Great Recession which compromised the financial security of
many American families. It was at this time that I knew for sure that I wanted to dedicate my career to helping
people make the right financial decisions throughout their lifetime so that they can be prepared for whatever
situation, challenge or opportunity, that they may face in the future.
I started my practice in 2009 and ever since I have been very passionate about helping my clients to understand
where they are in respect to their goals and dreams and help them build a road map to get on track and stay on
track. My team and I work very hard to deliver a financial planning experience that incorporates great customer
service, high quality financial plans, and efficient execution.
We deeply care about our clients and building a long term trusting relationship is our number one priority. Through
listening, asking the right questions and understanding our clients vision and why it is important to them, we
deliver financial planning in a way that motivates our clients to make the decision to protect themselves and
invest now, so they will be successful in the future. This level accountability is essential to have a successful
advisor and client relationship.
Rachel joined Northwestern Mutual in April of 2013. After honing her skills from client services and insurance products to investment and wealth management support, Rachel is now focused on comprehensive financial planning. Her analytical skills and ongoing research and continuing education allow her to deliver expert personalized planning analysis to all our clients.
Rachel is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds her Series 6 & 63 Securities registrations along with her Maryland Life and Health insurance licenses. Rachel received her B.S. in political science and economics from Northern Illinois University. After graduating, Rachel and her husband moved from DeKalb, IL to Maryland. She enjoys camping with her husband and dog during the summer and is an avid reader, especially the science fiction and dystopian genre. She also loves to travel and see the world.
Bradley Nolan has been at Northwestern Mutual since 2011 and is focused on providing expert, creative, and comprehensive financial planning guidance and wealth management advice to our personal and business clients. He supervises investment operations, and coordinates with clients and other professionals to ensure an exceptional client experience.
Bradley holds his Series 7 & 66 Securities Licenses along with his Maryland Life, Health, and Long-Term Care Insurance licenses. He was born and raised in Maryland, and in his free time enjoys spending time out and about the state of Maryland with his wife and two children.
Joann Barber has 10 years’ experience with Northwestern Mutual joining the Baltimore team in 2016. Joann’s organizational skills are essential to the daily seamless operation of the financial planning practice. She does all the scheduling for the team providing clients with exceptional service with respect to any risk product inquiries or issues. As the Marketing Associate, she specializes in the business development and the marketing strategies for the team.
Joann holds her Maryland Life and Health insurance licenses. She grew up in Southern California graduating from UCLA. She and her husband moved to Minnesota where they raised their two daughters. They relocated to Maryland in 2013 to be near their daughters. In her free time, Joann enjoys spending time with her family and participating in the Annapolis Chorale and community theatre.