My Team

Kelly is originally from Perry Hall, Maryland and joined Northwestern Mutual in 2008.  She works alongside her husband, Brent in his Financial Planning practice.   Kelly handles the marketing, all client service needs and scheduling for their growing practice. 

Prior to joining Northwestern Mutual, Kelly worked as an Elementary Education teacher and a Marketing Executive.  She received her undergraduate degree from Loyola University in Baltimore. 

Kelly has been married to Brent for 23 years and they reside in Bel Air, Maryland with their three children, Blake, Bryce & Bristol and their dog, Squirt.  They love boating on the Chesapeake Bay, traveling, dining out with friends and family and sampling craft beer and tequila.  When not working, you will most likely find Kelly relaxing with a good book – ideally on her boat! 

Jason has been working in the financial planning industry for over 25 years and previously worked for T. Rowe Price in Baltimore.

He currently holds the Maryland life and health license along with the Series 7,9, and 10. He has also earned his CLU ®  and CFP ®  designation from The American College.

His role builds off of his passion toward helping advisors create the best overall plan for their clients.

Roman joined Brent’s team in 2019 and has been a part of Northwestern Mutual since 2014.  He assists our team by developing investment plans and helps with implementation & execution of our client's financial plans. 

Roman possesses extensive investment knowledge & background, which allows our team to develop plans tailored  specifically for each client. 

Roman graduated from University of Washington majoring in Economics and holds his Series 7 and 66.  He also obtained his MBA from Saint Martin's University. 

Beth is originally from Severna Park, MD and joined Northwestern Mutual in 2010 as a Training and Marketing Associate. Beth quickly grew in her role and currently serves as the firm’s Chief Marketing Officer. Prior to joining Northwestern Mutual, Beth worked at NVR, Inc. as the Learning and Development Regional Manager.  She received her undergraduate degree from Syracuse University and attended graduate school at the University Of Maryland Smith School Of Business, where she received her MBA.

As CMO, Beth works with top Financial Representatives to create and implement marketing plans that support their overall sales and business goals. Beth also trains new Representatives on branding and promotional strategies, and creates the comprehensive marketing plan for our network of mid-Atlantic offices.

Beth resides in Severna Park, Maryland with her daughter, Eliya.  They love reading, doing anything active outside and spending time with friends and family.  They are also big Baltimore sports fans!