Richard D Owsik
Wealth Management Advisor|CFP®, ChFC®
Need Help? Reach out to our team.
If you require assistance connecting with our financial services team, you can contact our experienced professionals, Rich or James. They possess extensive knowledge and experience in the industry and are available to offer guidance and support to help you achieve your financial goals. Please get in touch with them for further assistance.
James Arlo Felch Jr
Financial Representative Assistant
James Felch graduated in the spring of 2021 from Bloomsburg University with a Bachelor's Degree in Business and Administrative Finance and a minor in Real Estate. He currently holds his PA Life and Health Insurance licenses.
Outside of the office, James resides in Quakertown with his girlfriend, where they both enjoy exercising, getting outside, and spending time with friends and family. As a former college athlete, he is passionate about football, as well, and can be found rooting on the Pittsburgh Steelers and Penn State Nittany Lions during their respective seasons.
Stephen W. Blumenthal
CLF®, M.Ed.
Chief Experience Officer
Charlotte Morgan Earley
CFP®, ChFC®
Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's mission is to help individuals and their families achieve financial security through thoughtful planning and a personalized approach.
Katelyn M Jacques
Financial Planning Associate
Network of Specialists
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
