Meanix Robustelli Team

The first thing that you will notice when you meet Jim is his enthusiasm.  Jim’s passion and high energy are the driving forces behind his dedication to his clients. 

He attributes his dynamic personality to his childhood. Jim is from a family of nine children, each with their own sense of competitive spirit.  Coming from a large family is where Jim first learned his effective communication skills, the benefits of a team approach, and how to make each person feel valued.     

Among Jim’s many interests is a passion for lifelong learning. As a financial service professional, Jim is continually committed to raising his level of expertise and providing his clients with the tools that are needed for them to achieve their financial goals.  In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, he holds multiple designations from The American College of Financial Services.   

Jim’s other passions are fitness and motorcycles.  His fitness pursuits include CrossFit, swimming, archery, yoga, Pilates, competitive Olympic lifting, and Russian kettlebells.   

On the weekends, you will find Jim and his wife, Denise, spending time with their children and grandchildren, participating in fitness competitions, and enjoying the outdoors.

Michael has been working in the financial services industry since 2004. Michael is a 2004 graduate of Loyola College in Maryland with a degree in Finance and a 2000 graduate of Malvern Preparatory School.

Prior to working at Northwestern Mutual, Michael was an advisor with Merrill Lynch in Exton, PA.

Michael lives in Royersford with his wife, Jennifer and three children, Dominic, Gianna and Anthony.

Michael's continuing education achievements include:

• The Chartered Financial Consultant (ChFC®) from The American College
• The Chartered Life Underwriter (CLU) from The American College
• The Chartered Advisor for Senior Living (CASL®) designations from The American College

Mary manages the day-to-day business operations and workflow of the office to enhance productivity and profitability. Mary Is the point person for fee-based planning and design of financial planning strategies. Mary attended Temple University and is licensed for Life, Health, Disability, and Long-Term Care  insurance. She also holds Series 6 and 63 licenses. She joined Northwestern Mutual in 2004 and brings over 20 years of industry experience to the team.

Jenna is integral to Insurance Operations and is the point person for risk management implementation and insurance servicing.

She guides clients through the insurance application and underwriting process, and processes any insurance servicing needs such as policy changes, loans, and premium information.

Jenna is a graduate of West Chester University with a B.S. in Finance. She holds her Series 7 and 63 securities registrations and is Life, Health, Disability, and Long Term Care licensed.

Nick is integral to your investment accounts and service. He helps clients by opening and managing service to your investment account, assisting in the movement of your assets, and providing trading related services to clients with investments.

Nick is a 2015 graduate of Millersville University where he studied Government and Economics. He holds Series 7 and 66 securities registrations along with his PA Life, Health, and Accident insurance license. Outside of work Nick enjoys snowboarding, rock climbing, and spoiling his two year old Golden Retriever, Nova.

John is integral to Insurance Operations and assists the Director of Insurance Operations in insurance servicing. John also manages client appointments for Jim and Michael. He makes sure that clients are given timely responses and that their scheduling needs are met.

John is a 2022 graduate from West Chester University where he earned a B.S. in both Finance and Economics. He is licensed for Life, Health, Disability, and Long Term care in the state of Pennsylvania. John provides an uplifting and energetic personality that influences those around him in a positive manner. In his free time, John enjoys spending time with his friends, family, and 3-year-old puppy Riley!

Carly is integral to Investment Operations. She assists the Director of Wealth Management with opening investment accounts and servicing existing accounts.

Carly is a graduate from Southern New Hampshire University where she received her bachelor’s degree and has her PA Life, Health and Accident insurance license. Outside of work, Carly enjoys reading, bowling, watching movies and spending time with friends and family.

Stephan is an integral part of our team, responsible for coordinating meetings, communicating with clients, scheduling appointments, and managing assignments. He graduated from Bryn Athyn College in 2017. Based in Philadelphia, Stephan enjoys spending his free time traveling, personal training, boxing, and playing basketball. His well-rounded interests and dedication make him a valuable asset to our team, ensuring smooth operations and exceptional client service.

Steven plays a vital role in ensuring the success of client investment accounts and service. With a keen eye for detail, he assists the Director of Wealth Management by opening investment accounts and managing existing ones. A 2021 graduate of Bloomsburg University of Pennsylvania, Steven majored in Business Management, honing his financial acumen to better serve your needs. Outside the office, Steven leads an active lifestyle, immersing himself in the world of Muay Thai and Kickboxing, playing soccer, and spending time with friends and family.

Steve is the Director of Marketing. He earned his Bachelor of Arts from West Chester University, his Masters of Education at Immaculata University, is a graduate of the American College and has obtained a CLF® designation and is Life, Accident, Health Licensed in the state of PA. He oversees marketing efforts such as brand stewardship, digital outreach, client insights, public relations, social media management, event management and community relations.

Courtney joined Northwestern Mutual in June 2022 as a Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Villanova University, where she earned her BA in December 2021. Courtney's main focus is to coordinate marketing events, enhance and maintain data hygiene, handle promotional items, and develop and implement individualized brand strategies for advisors. Courtney resides in Philadelphia. Outside of the office, she enjoys spending time with her friends, cooking, traveling and yoga.

Allie joined Northwestern Mutual in July 2021 as the Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Temple University, where she earned her BA in December 2020. Allie’s main focus is to coordinate marketing campaigns, enhance and maintain digital media presence, craft a variety of graphics as well as develop and implement individualized brand strategies for advisors.