As a Partner and Private Wealth Advisor, Brett brings a wealth of knowledge and experience to the firm. His commitment to lifelong learning and professional development ensures that he stays at the forefront of financial planning and wealth management strategies. This dedication not only enhances his service delivery but also empowers his clients to make informed decisions about their financial futures.

Brett started his career at a derivative trading firm right out of college and then joined a boutique Registered Investment Advisor (RIA) firm in the suburbs of Philadelphia a couple of years later. This is where he met and started an informal partnership with Will Milne. In 2016, the two of them made the decision to leave this RIA firm and join Northwestern Mutual which began their formal partnership and led them to becoming partners of C3 today.

Brett graduated with a bachelor’s degree in economics from the Wharton School of Business at the University of Pennsylvania. During his time at Penn, he was an active member of the Wrestling Team and has continued his involvement with the program. Brett has been recognized several times by Forbes as a Best in State Top Financial Security Professional. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Wealth Management Certified Professional (WMCP®), and Accredited Estate Planner (AEP®) designations. Brett also holds his FINRA Series 7, 3 and 63 investment licenses along with the Life, Accident and Health Insurance License.

Brett grew up in Havertown and currently resides in Berwyn, PA, with his wife, Danielle, and their sons, Blaise and Vaughn. Brett actively supports Penn Athletics and contributes to initiatives such as the Pennsylvania Olympic Regional Training Center for Wrestling and Beat the Streets Philadelphia. He is also involved in the Brian C. Zwaan Legacy Fund. His commitment to his family and community is evident in both his professional and personal life.

As a Partner and Private Wealth Advisor, Will leverages his deep financial expertise and strong community ties to deliver exceptional wealth management solutions for our clients.

Will's career began at a prestigious RIA firm near Philadelphia, where he honed his skills and established a reputation for excellence. There, he met and began collaborating with his long-term partner, Brett Canna. Recognizing the potential to broaden their impact, they strategically transitioned to Northwestern Mutual in 2016. This move formalized their partnership and ultimately led them to become the accomplished financial leaders at C3 they are today.

Will graduated with a bachelor’s degree in economics from the Wharton School of Business at the University of Pennsylvania. During his tenure at Penn, Will played as an offensive lineman for the football team, earning three varsity letters. Will has been recognized by Forbes magazine several times as a Best in State Top Financial Security Professional. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®). Will also holds the FINRA Series 7, 66 and 63 investment licenses along with the Life, Accident and Health Insurance license.

Will grew up in New York City, and now resides in Berwyn, with his wife, Elizabeth, and their sons, Brian, Cole, and Luke. Outside of the office, he is regularly involved in the community through various philanthropic endeavors and community outreach. He is an active supporter and founding board member of the Brian C. Zwaan Legacy Fund, which focuses on propelling young minds forward in the Philadelphia area. He also serves on the board of the Kyle Ambrogi Foundation, promoting suicide awareness and prevention among teens and young adults. Within the Penn community, Will continues to support the Penn Fund and the University of Pennsylvania Football team, serving as an Alumni Mentor. Additionally, Will, along with his firm, actively supports the fight against childhood cancer by contributing time and resources to the Alex’s Lemonade Stand Foundation.

Scott is passionate about helping clients live their lives free of financial stress. Creating plans to allocate their assets most effectively and helping them reach their goals is paramount. Scott believes deeply in progress planning, taking joy in being the catalyst for proactivity in the financial lives of our clients.

Scott began his professional career pursuing his dream of playing on the PGA Tour by competing on various professional tours for 5 years. Upon concluding, Scott shifted focus to a career where he could spend time impacting others- starting a financial planning practice in 2009 in Washington DC affiliated with Northwestern Mutual. After growing his practice and evolving as a local leader, Scott took on the responsibility as the Chief Development Officer and later the District Director of the Philadelphia office at Northwestern Mutual.

Desiring to expand and diversify personal capabilities, Scott joined Fisher Investments in late 2018 as a Vice President to the Private Client Group, focusing on wealth management and retirement planning for high-net-worth individuals. With that valuable experience in hand, Scott felt like he was in a unique position to serve clients over the long term by joining John Van Grinsven’s practice with Northwestern Mutual.

Scott graduated from local high school, Germantown Academy. He followed by receiving his Communications Degree from the University of Maryland and was a three-time co-captain of the UMD Men’s Golf Team. Scott’s hobbies include playing local and national golf tournaments, obsessing over ways for the New York Giants to improve, working with and supporting several local charities, and most importantly, spending time with his family. Scott and his wife, Lindsay, reside in Berwyn, Pennsylvania with their sons Jackson, Archer, and George.

As a Partner and the Chief Investment Officer, Anthony spearheads the firm’s investment strategies and policies, ensuring excellence and integrity in managing client assets. With 14 years of experience as an investment analyst and portfolio manager specializing in individual equity mandates, Anthony brings a wealth of experience and a keen analytical mind to his role.

Anthony served as a senior analyst for an emerging markets hedge fund and as a senior equity portfolio manager focused on large-cap dividend-paying equities at a Registered Investment Advisor (RIA) firm in the Philadelphia suburbs. After an introduction from Brett Canna and Will Milne to C3 Wealth Management’s founder, John Van Grinsven, he made the decision to join Northwestern Mutual and C3 in 2017.

Anthony graduated with a bachelor’s degree in economics from Carnegie Mellon University. He is a Chartered Financial Analyst (CFA®) holder and holds his FINRA Series 7 and 63 investment licenses, in addition to the Life, Accident & Health Insurance license.

Originally from the Boston area, Anthony now resides in Conshohocken with his wife, Kelly, their children, Calvin and Hannah, and their dog, Indy. Outside of his professional life, Anthony is passionate about tennis and fitness. He also cherishes time at the lake with his family, engaging in a range of watersports including wakeboarding and wakesurfing. Contributing to their community, Anthony and Kelly actively support the Cradles to Crayons organization in Philadelphia.

Josh, the firm’s partner and Chief Executive Officer, brings a unique combination of leadership expertise and a deep commitment to exceptional client experience, superior operations and management of the firm. His passion for empowering others allows our advisors to dedicate themselves fully to building strong client relationships and delivery outstanding service.

Josh began his career with Northwestern Mutual in Pittsburgh as a college intern. He’s held a variety of roles within the organization including operating as the compliance officer, leading the financial planning team, and serving as the Chief Growth Office for Northwestern Mutual – Eastern Pennsylvania. Throughout his 14 years and the varying roles, Josh’s close collaboration with C3 fostered a strong working relationship that ultimately led him to join the firm.

A graduate with a bachelor’s degree in finance from the University of Pittsburgh, Josh has continued his financial background and desire for knowledge and credibility by earning his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®) and Wealth Management Certified Professional (WMCP) designations. He also holds his FINRA Series 7, 66, 9 & 10 investment licenses along with the Life, Accident and Health insurance license for Pennsylvania.

Originally from Wyomissing, Josh now resides in Philadelphia with his partner, Meghan, their daughter, Georgia, and their chocolate lab, Winnie. Outside of work, he enjoys running, exploring fun outdoor activities with his daughter, and being constantly disappointed while maintaining a healthy dose of optimism for Philadelphia’s sports teams.

As a Partner and Private Wealth Advisor, John specializes in crafting personalized financial plans for tech professionals and those with complex compensation structures.  His passion lies in empowering his clients from the initial conversation to a deeper understanding of their finances. Through a holistic approach, John addresses both the logical and emotional aspects of money management. He believes that financial confidence starts with open communication, allowing clients to walk away feeling empowered and secure in their financial future.

John began his career with Northwestern Mutual in 2015 as a Financial Representative intern, performing in the top 1% nationwide. After graduating, John transitioned into a full-time Financial Advisor role and qualified for the Top 10 Northwestern Mutual East Coast Advisors under the age of 30 for two years in a row.

John graduated Summa Cum Laude with a bachelor’s degree in finance and economics from West Chester University. He holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services, as well as his FINRA Series 6, 7 and 63 investment licenses, and Life, Accident & Health insurance license for the state of Pennsylvania.

Originally from Glenmoore, John now resides in West Conshohocken, with his wife, Maria and his bernadoodle, Cannoli. John's balanced approach to life fosters strong relationships with colleagues, clients, and loved ones. He prioritizes personal development, allowing him to bring a well-rounded perspective and genuine empathy to his interactions.

As our Chief of Staff, Rachael is the coordinator behind our success, connecting our partners, our team, and our clients.  She works hand-in-hand with our Chief Executive Officer to direct financial, operational and administrative functions for the C3 partners. Her focus on streamlining operations and fostering high-performing teams has resulted in an exceptional client experience.

Rachael joined Northwestern Mutual in 2011 as a College Financial Representative, performing in the top 3% of all College Representatives nationwide, and was ranked 8th in the Top Women College Representatives.  Rachael later transitioned to an associate role where she supported advisor and leader practices in developing comprehensive financial plans, as well as investment planning, operations, and implementation. This path led her to joining the Canna Milne Financial team in 2019.

Rachael graduated Magna Cum Laude with a bachelor’s degree from Misericordia University majoring in management with a minor in marketing. Rachael carries her FINRA Series 6 & 63 investment licenses, as well as her Life, Accident & Health Insurance license for the state of Pennsylvania.

A native of Tunkhannock, PA, Rachael now lives in Phoenixville with her husband, Steve, and her twin daughters, Sophia and Amelia.  When she’s not at the office, Rachael pursues her passion for birth work and holistic wellness. An avid reader, Rachael instills a love of learning in her daughters through shared story time and adventure through the world of books.  Rachael also dedicates her Sundays to serve with her church worship team.

As an Associate Financial Advisor, Liz leverages her 25 years of experience in client services, operations, and relationship management to educate clients and simplify what can be a complex financial world. Her focus is on building trust and confidence with clients by providing knowledge and direction to help families make progress towards their financial goals.

Liz began her career in Manhattan at Deutsche Bank in 1998, and then joined Morgan Stanley investment management in 2000. She spent 9 years in various roles within the client service, operations, and project management teams before transitioning to Northwestern Mutual in 2009. As the Director of Client Relations for the Northwestern Mutual - Eastern Pennsylvania office, Liz spent 12 years providing exceptional client service and support to thousands of clients.  In 2021, she made the decision to join C3 to take over the role of Director of Insurance Operations. Liz’s desire to learn and develop a focus on advising and relationship management led her to her role as Associate Financial Advisor on our team.

Liz graduated Cum Laude from Dickinson College with a bachelor’s degree in political science. While at Dickinson, she competed at a high level and played four years of Varsity tennis for the Red Devils. Liz holds the Life, Accident and Health Insurance license, as well as the FINRA Series 6 and 63 investment licenses.

Originally from northern Connecticut, Liz currently resides in Downingtown, PA with her husband Scott and their two kids, Paul and Norah. Outside the office, she enjoys playing tennis, gardening, driving her late dad’s 59’ Sunbeam Alpine, and traveling back to the Connecticut shoreline to spend time at the beach with family.

As an Associate Private Wealth Advisor, Tyler’s passion is to help clients strategically coordinate what they own to what they want & need. Tyler enjoys asking insightful, deep questions to understand what people want, need, how they interpret risk, their family situation, and their financial situation. From there, he can educate & develop a customized game plan that aligns with each client’s best interests & desires/needs.

Tyler’s calling to financial services came about when he recognized his love for doing his own financial planning and helping co-workers with theirs at a healthcare consulting company he worked for. This led him to joining Northwestern Mutual in 2018 as a Financial Advisor. After five years of operating his own successful financial planning practice, he decided to join C3 Wealth Management to provide an deeper impact and enhanced client experience for his clients.

Tyler graduated from Franklin & Marshall College where he played varsity soccer. Tyler holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), and Retirement Income Certified Professional (RICP®) designations, along with the FINRA Series 6, 7 and 63 investment licenses and Life, Accident and Health insurance license.

Tyler currently resides in Center City Philadelphia and travels to Devon often to visit his mom, dad, and sister. Outside of the office, Tyler enjoys playing in competitive soccer leagues, long distance running, hiking in beautiful areas, and traveling across the world. His adventures have taken him as far as Tanzania where he summited Mt Kilimanjaro, lived with the Maasai tribe, and participated in a community service project to help a local elementary school.

As Director of Insurance Operations, Kaitlin spearheads our insurance operations ensuring a seamless and efficient experience for all clients.  From onboarding new clients with meticulous attention to detail to expertly managing existing policies, Kaitlin oversees every aspect of the insurance process. Her deep knowledge and understanding of the insurance landscape enable her to streamline operations and deliver exceptional results.

Kaitlin’s journey in the insurance sector began in 2022 with an associate role with Canna Milne Financial, where she honed her skills by supporting advisors, associates, and clients.  Her focus on positive experiences, process optimization and policy management laid the foundation for her current role.

After graduating from Shippensburg University with a bachelor’s degree in business administration, Kaitlin worked in the home remodeling and cable industries as a liaison between companies and their clients. Her work focused on managing, facilitating, and growing the company’s client and business relationships, while also assisting with daily administrative operations. Kaitlin carriers her Life, Accident and Health Insurance license for the state of Pennsylvania.

Outside of the office, Kaitlin is a family-oriented bookworm, passionate baker, and avid runner. Balancing the joys of spending time with loved ones, losing herself in a good book, whipping up delicious treats, and hitting the pavement for a run, Kaitlin finds fulfillment in life’s simple pleasures and the pursuit of personal growth.

As Financial Planning Analyst and Investment Specialist, Joe works alongside our advisors to deliver customized solutions and provide simplified recommendations and insight for our clients' most complex financial situations. Additionally, he works closely with our Chief Investment Officer to administer the firm’s investment management processes and curate portfolio strategy to meet our clients’ unique goals.

Joe began his professional career as a structural engineer and after spending 4 years in the field, he decided to make a change and pursue a career in financial services. This path led him to joining C3 in 2021 as a financial analyst.

Joe graduated from Pennsylvania State University with a bachelor’s degree in Structural Engineering.

He holds the Retirement Income Certified Professional (RICP®) designation, along with the FINRA Series 7 and 63 investment licenses and the Life, Accident & Health insurance license.

After several years in Philadelphia, he recently moved back to his hometown of West Chester, where he lives with his wife, Kristen. Joe enjoys traveling to different countries, staying active at the gym and through local sports leagues, the endless pursuit of a lower golf handicap, and adding to his wine collection.

As our Associate Portfolio Manager, James works closely with our Chief Investment Officer to administer the firm’s investment management process and curate portfolio strategy to meet each of our clients’ unique wants and goals.

James originally joined Northwestern Mutual in 2017 as a Financial Representative in the Richmond, VA office. In 2018, he moved to Philadelphia and joined our office in King of Prussia office where he started on the financial planning team coaching advisors on streamlining their insurance and investment operations processes. He then made the decision to take his skills and expertise in those areas to work with the Canna Milne Financial team in 2021.

James graduated with a bachelor’s degree from William & Mary majoring in Hispanic studies and a minor in accounting. James carries his Chartered Financial Consultant (ChFC®) designation, FINRA Series 7 & 63 investment licenses, as well as his Life, Accident & Health Insurance licenses.

James is a native of Richmond, VA, and now lives in Havertown with his spouse, Sara, their dog, Kenny, and cat, Doc. When he is not at the office, James pursues he and Sara’s passion for traveling and hiking.

Rebecca serves as Client Service Associate with a focus on investment operations. She assists our advisors with addressing clients’ investment needs and questions, as well as executing the operations necessary for account opening and maintenance.

Rebecca joined the Canna Milne Financial firm in January of 2024, and holds the Pennsylvania Life, Accident, and Health Insurance license.

Earning her master’s degree in Applied Clinical Psychology from Pennsylvania State University, and after a successful career as a licensed therapist, Rebecca leveraged her strong client-focus to pursue a specialized path in the financial industry. Her interest in the financial field was sparked in 2020 - with the turbulent markets, she actively immersed herself in financial knowledge, demonstrating a deeper interest in the filed which ultimately led her to the career change.

Rebecca is originally from Clarks Summit, PA and now lives in Norristown with her husband and two cats, Minnie and Mochi. When not at work, Rebecca can be found outside exploring hiking trails or enthusiastically spectating whatever sport is in season. She also pursues her passion for music through participating in the local community choir and playing instruments independently.

Amelia currently serves as our Client Services Associate. In her role, she works closely with the insurance operations team assisting with client onboarding, insurance policy delivery and client servicing requests. As the firms front-of-house client experience coordinator, Amelia is the friendly face that welcomes clients and fosters a positive firm impression.

Since joining the Canna Milne Financial firm as an Operations Associate in December 2023, Amelia has wasted no time in making a positive impact. Her expertise, evident from her quick attainment of the Life, Accident & Health Insurance license for the state of Pennsylvania, has been instrumental in fostering a culture of exceptional client service and clear communication. This focus has resulted in a demonstrably improved client experience.

Amelia attended The University of Alabama and graduated with a bachelor’s degree in communication and information sciences. Since then, she has lived in California and Colorado, but after a few years away from the East Coast, she made her way back to be closer to friends and family.

Originally from Northport, NY, Amelia and currently resides in King of Prussia with her fiancé, Nick. When she is not wedding planning, Amelia enjoys being outdoors - running, hiking, and cycling, while also making trips to Long Island to visit her family and friends.