Kyle G Cunningham, RICP®

Financial Representative

My Team

I take service very seriously. So does my staff. Together, we are committed to providing exceptional service to all of our clients.

We are easily accessible, as advisors should be. If for whatever reason we cannot take your call when you reach out, we will get back to you within one business day - without question.

 
Joseph P DeFazio IV

Joseph P DeFazio IV

Office 267-597-7888

Joe started with Northwestern Mutual in July 2013 as a Financial Advisor. In 2015, Joe moved to the support and analysis side of operations, and has been working with Kyle as the Director of Financial Planning and Investment Operations

 

He currently holds Series 7, 63, 65, 30, 34, 3 and Life, Accident, and Health licenses.

 
Michael C Lesher

Michael C Lesher, CFA®, CFP®

Financial Planning Specialist
Office 215-569-1222

Mike is a seasoned professional with over 18 years of financial services experience in financial planning services, research, risk, and performance measurement. Currently a CFA charterholder and CFP® certificant. Bachelor of Science in Finance. Strong analytical and planning skills developed through employment and the CFA and CFP® programs.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck