Bedminster, NJ Financial Advisor Office

Bedminster

Find a financial advisor in our Bedminster office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here

John Kozakis

CLU®, ChFC®, CFP®, CASL®, RICP®

Managing Director

John E. Kozakis, CLU, ChFC, RICP, CASL, WMCP, CFP & Founder, Partner & Private Wealth Advisor, Legacy Wealth Planning Managing Director, Northwestern Mutual - Bedminster John has more than 35 years of experience with NM and other industry leading companies. In additional to being MD, John, founded the Legacy Wealth Planning, which is an elite team of individuals with a wide array of skills and talents, all with the goal to help successful people to live fully and confidently through the power of multi-generational planning. John is a graduate of the University of Pennsylvania with a Bachelor of Science degree in Finance & Economics and is a member of the Million Dollar Round Table and Court of the Table advisor, which is the Premier Association of Financial Professionals. Married to Jacqueline and together they have three daughters, Thea, Cassandra and Sydney, as well as two grandchildren, Clay and Lucy.

Taylor Patterson

CFP®, ChFC®, CLU®, RICP®

Growth and Development Director

Taylor Y. Patterson CFP®, ChFC®, CLU®, RICP® - Founder & Wealth Management Advisor Taylor joined Northwestern Mutual in 2014. He graduated from West Virginia University with a Bachelor of Science in Business Administration. As a College Unit Director, Taylor's goal is to recruit, develop, and mentor his college interns to help them make an impact in their client’s lives. He also runs a broad practice and works with a team of specialists to offer flexible financial planning for millennials and digital creatives, and small business owners.