Anthony is your point person on the team when it comes to strategic investment management. He believes that information is cheap, while insight is priceless.

ANTHONY CAN HELP YOU BY:

• Providing insight to design a bespoke investment strategy centered around your unique circumstances and goals
• Collaborating with team advisors to manage your portfolio and assist with the development and implementation of your financial plan

Anthony graduated with his Bachelor of Science in Economics from Carnegie Mellon University. He is a CFA® charterholder in addition to Series 7 and 63 licensed. Anthony resides locally to the King of Prussia office and is an active member in the community. He is an avid tennis player, and during the warmer months of the year a wakeboarding enthusiast.

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.

Tyler’s passion for financial planning is rooted in his own personal experience. Early on, he saw what the power of working with a trusted advisor did for him and his family, giving them the freedom and flexibility to pursue their goals. As an Associate Financial Representative today, Tyler sees his role as a way to give back and help others achieve what he feels so lucky to have experienced. He believes that financial planning means something different to everyone and values the importance of asking the right questions in order to create tailored, optimal outcomes.

“It’s not all about how much you make but it’s truly about how much you keep” and “Proactive is always cheaper than reactive.” Are a few of Tyler’s favorite quotes that he views as fundamental to personal finance and life in general.

Tyler’s true calling to financial services came about when he found himself helping co-workers budget and build financial plans on his lunch breaks as a healthcare consultant in Washington D.C. After five years of owning and operating his own successful financial planning practice under Northwestern Mutual, and earning his CERTIFIED FINANCIAL PLANNER™ designation, Tyler decided to join C3 Wealth Management for his desire to enhance and expand the client experience.

Tyler graduated from Radnor High School and Franklin & Marshall College where he played varsity soccer for both institutions. 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. He currently resides in Center City, Philadelphia and travels to Devon, PA often to visit his mom Kim, his dad Don, and his sister Kaelee.

Jessica joined Northwestern Mutual in 2012 as an associate to William Benner and the Benner Team. In 2019, the Benner Team announced that they would be integrating their planning, service and operations to C3 Wealth Management. As a part of that transition, in July 2019, Jessica joined the C3 Wealth Management team.

JESSICA CAN HELP YOU BY:

As Director of Investment Operations for C³ WM, Jessica assists clients with questions and concerns related to servicing new and existing investment accounts and processing various requests.

Jessica is a graduate of Shippensburg University where she majored in English and Communications. Before her time at Northwestern Mutual, Jessica worked for a lending company local to the Allentown area. Outside the office, Jessica enjoys spending time with her husband, Michael, shooting photography, hiking and listening to rock music.

With 25 years of experience in Client Services and Operations, Liz specializes in consistently exceeding client expectations and being a resource to clients to solve both basic and more complicated servicing needs. As an Associate Financial Advisor, Liz’s motivation stems from a desire to educate clients and simplify what can be a complex financial world. Providing knowledge and direction allows Liz to help families make progress towards their financial goals and gives them the freedom to make decisions for the future they want. She sees this as paramount to building a trusting relationship with clients over time.

Liz began her professional career in Manhattan at Deutsche Bank before joining Morgan Stanley Investment Management in 2000. She spent 9 years there with a focus on client service, operations and project management. Prior to joining our firm, Liz served as the Director of Client Relations at Northwestern Mutual Eastern PA for 12 years. Having watched John build a successful practice, Liz joined John’s firm as our Director of Insurance Operations. In this role, Liz manages the early stages of new client relationships when they are first introduced to our firm. Then later, provides exceptional client service to build that relationship over time. Liz’s desire to learn and develop a focus on advising and relationship management has allowed her to expand her role to Associate Financial Advisor. As part of our lead advisor team, Liz’s focus is to build trust and confidence with existing clients by sharing our financial planning philosophy. She feels strongly that it’s important to have a plan. And a plan B. And even a Plan C. To quote the great Roger Federer-“ You have to believe in the long term plan you have, but you need the short term goals to motivate and inspire you.”

Liz graduated from Dickinson College with a BA and while there, played Varsity tennis for four years. She moved to PA in 2002 and currently resides in Downingtown, PA. with her husband Scott and their children, Paul and Norah. Outside the office, she enjoys playing in USTA tennis leagues, gardening, classic cars, and traveling back to the Connecticut shoreline to spend time at the beach with family. Liz holds the PA Health and Life licensing, as well as FINRA Series 6 and 63 registrations.

Joe joined our firm in April 2021 as our financial analyst. His primary focus is helping our clients build towards achieving financial independence through a confident and collaborative approach to retirement planning. With a successful background in engineering, he continues to solve challenges by finding customized solutions and providing simplified insight to our clients' most complex retirement situations. Joe is a Retirement Income Certified Professional (RICP®), holds Series 7 and Series 63 securities registrations as well as a Pennsylvania Life, Health, and Accident insurance license.

Joe is a proud 2017 graduate of Penn State University, and currently resides in West Chester with his Fiancé Kristen. Outside the office, he enjoys traveling the world, spending time with friends and family, golfing, shooting hoops, and adding to his wine collection.

Steve Blumenthal is the Director of Marketing. Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition joining the firm in 2011 and obtaining Recruiter of the Year for the Eastern Region in 2016. Throughout his career he has honed relationship management skills to build and retain the trust and loyalty of key players and clients. Steve is also a former public school educator and head colligieate coach for over a decade before transitioning into the private sector.

Steve earned his Bachelor of Arts from West Chester University, his Masters of Education at Immaculata University, is a graduate of the American College and has obtained a CLF® designation and is Life, Accident, Health Licensed in the state of PA.

STEVE OVERSEES MARKETING EFFORTS SUCH AS:

• Brand Stewardship
• Digital Outreach
• Client Insights
• Public Relations
• Social Media management
• Event Management
• Community Relations

Allie joined Northwestern Mutual in July 2021 as the Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Temple University, where she earned her BA in December 2020. Allie’s main focus is to coordinate marketing campaigns, enhance and maintain digital media presence, craft a variety of graphics as well as develop and implement individualized brand strategies for advisors.

Allie resides in Philadelphia. Outside of the office, she enjoys spending time outdoors, thrifting, going to farmers' markets and cooking.

Courtney joined Northwestern Mutual in June 2022 as a Marketing Coordinator, based in King Of Prussia, PA. She is a graduate of Villanova University, where she earned her BA in December 2021. Courtney's main focus is to coordinate marketing events, enhance and maintain data hygiene, handle promotional items, and develop and implement individualized brand strategies for advisors. Courtney resides in Philadelphia. Outside of the office, she enjoys spending time with her friends, cooking, traveling and yoga.