Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Matthew Blocki, CFP<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>

Matthew Blocki, CFP®, ChFC®, RICP®

Wealth Management Advisor

Matthew began his career at Northwestern Mutual as a student at Geneva College in 2009 where he received a Bachelor's Degree in Finance and Accounting. After graduation, Matthew spent a year working at Deloitte in Pittsburgh. While learning a lot in the accounting field, Matthew reaffirmed his passion for financial planning and returned to Northwestern Mutual in 2011.

Matthew is committed to continuing his education and professional development. Matthew received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In 2014, he earned an Executive Certificate in Financial Planning from Duquesne University. He holds his Series 7 and Series 66 Securities registration and is licensed to sell investment securities in 17 states. He is also licensed to transact life and health insurance in over 20 states. In 2016, Matthew completed his Chartered Financial Consultant® (ChFC®) and his Retirement Income Certified Professional (RICP®) certifications.

Matthew serves clients nationally including high concentrations in Pennsylvania, Ohio, West Virginia,  Texas, both Carolina's, Colorado, Illinois, New York, California, Florida, Wisconsin, and Massachusetts to highlight a few.

Matthew is currently sought out to speak to physician groups across the country.  Matthew is also a speaker within the financial planning industry. Most recently, Matthew was a speaker at Northwestern Mutual's Eastern Regional Meeting held in New York City in the beginning of January 2016.

 

 
Michael Alan Brocklebank

Michael Alan Brocklebank

Financial Advisor

Michael Brocklebank graduated from York College of Pennsylvania with a Bachelor's degree in Music Industry and Recording Technology and Entrepreneurial Business.  Following graduation, Michael embarked on a career path outside of the music industry, and was a Stone Mason for 11 years. 

Everything changed for Michael when he suddenly lost his Father.  Upon losing his Father, Michael learned the importance of financial planning and being prepared for what life sends your way.  This lead him to join Northwestern Mutual, so he would be able to help others plan to take care of their families in the event of something unexpected.  Having experienced firsthand the advantage of having planning pieces in place, Michael feels a deep connection to helping his with clients with their own planning.  After discovering his true calling with Northwestern Mutual, in his first full year with the company he achieved the Pacesetter 40 award, recognizing his highest measure of consistency and excellence within Northwestern Mutual for the first year.  Nationally, only 11% of new Financial Representatives qualify for the First 40 Award.

Michael works with a variety of professionals both in and out of the State of Pennsylvania.  He specializes in working with the professional in the Construction and Medical fields, as well as young families and business owners.  He holds his Life, Accident, and Health License in the states of Pennsylvania, New York, Maryland, New Jersey, Ohio, West Virginia, and the District of Columbia.  He also holds his FINRA Series 6 and 63.  Michael is committed to continuing education to better serve his clients. 

 
Tom M Helman, ChFC<sup>®</sup>, CFP<sup>®</sup>, MSFS

Tom M Helman, ChFC®, CFP®, MSFS

Tom's mission as Financial Advisor with Northwestern Mutual is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Tom uses a four-step approach in working with his clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.

 

Christopher James Pfanstiel, CLU®, ChFC®, CFP®
Wealth Management Advisor


Physicians Nationwide

 

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