Brett J Canna, CFP®, ChFC®, CLU®
Director of Business & Estate Planning


Canna Milne Financial

My Team

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.

 

Jeffrey H Courter

Office 610-230-5403
 
Kelsey Lauren Greener

Kelsey Lauren Greener, MBA

Associate Financial Representative
Office 610-975-9900

Kelsey has been with Northwestern Mutual since 2013. Starting out in February, Kelsey was an Marketing/Recruiting Intern. Upon graduating from St. Joseph’s University, Kelsey was asked to take on this full time opportunity.

Kelsey Greener   is responsible for assisting the underwriting process and Insurance Servicing  as well as assist with any servicing issues related to the Insurance side of the practice.

Below is a short list of what Kelsey is responsible for:

  • Answers your billing questions
  • Helps with any service issue related to Life or Disability Insurance
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of your medical exams
  • Submits your Life and Disability applications
  • Manages your applications during the underwriting process
  • Reports your paperwork once a decision is made

She is 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. She will respond promptly.

 

How can Kelsey help you?

 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning
Office 610-225-6567
 
Rachael Marie Ayers

Rachael Marie Ayers

Associate Financial Advisor
Office 610-225-6510
 

Diana C Mazzei

Financial Planning Associate
Office 610-975-9900
 

Charlotte K Morgan

Office 610-975-9900
 
 

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