Staff

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

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Anne M Frownfelter

Anne M Frownfelter

Associate Wealth Management Advisor
Office 814-368-4065

Anne joined Steve’s team with the Northwestern Mutual Financial Network in 1985.  She holds Series 6 & 7 securities registrations and is fully licensed in life insurance, disability insurance, fixed annuities and long-term care insurance.  In 2007, Anne received Northwestern Mutual's Commitment to Excellence Award.

Anne works closely with Steve in all aspects of the business and is responsible for assisting Steve with advisory clients as well as fee-based financial planning.  You may call Anne with any questions or for any of your service needs at (814) 368-4065 or e-mail her.

 
Lauri A Bennett

Lauri A Bennett

Office 814-368-4065

Lauri joined Steve´s team with the Northwestern Mutual Financial Network in 2005.  Lauri holds a series 6 securities registration and is fully licensed in life insurance, disability insurance, fixed annuities and long-term care insurance.  

Lauri is responsible for providing policyowner services as well as servicing investment brokerage clients.  You may call or e-mail Lauri with any questions or service requests.

 

Stephen P Grillo, CLU®, ChFC®

Wealth Management Advisor

 

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