Michael is one of our our Associate Wealth Management Advisors. He exemplifies a commitment to excellence that has marked his entire career. His impressive academic achievements include being the recipient of the 2016 Outstanding Business Graduate Award from Gwynedd Mercy University, where he graduated Magna Cum Laude. He also holds his Series 7 and Series 66 licenses, in addition to life, accident, and health licenses. With a background in commercial banking and insurance, along with valuable experience as a former Financial Advisor, Michael possesses skills and knowledge that benefit our firm and our clients. Beyond his professional accomplishments, he finds balance in his life through activities such as golfing, audiobooks, wallyball, and volleyball.

Ashley joined Lewis Financial as the Director of Operations in June 2024. Her journey with Northwestern Mutual began in May 2022 as a College Financial Representative. She then transitioned into a Financial Planning Associate role within the Planning Department, where she discovered her passion for risk management, capital markets, efficiency, and client service. After graduating from the Baldwin School, Ashley graduated from the George Washington University, where she earned her B.A. in International Affairs and Economics. She is licensed in Life, Accident, and Health and is actively working towards obtaining her Series 7 and 63 licenses. Outside of her professional pursuits, Ashley enjoys reading and practicing Pilates.

Joe joined Lewis Financial as an Entity Advisor in May 2024, bringing a wealth of expertise in investment, industry, and behavioral finance to the firm.

Joe's career in financial services began in 2011 at Hartford Funds. By 2016, he had advanced to become a field-based consultant in Colorado, overseeing over one billion dollars in a diverse array of investment vehicles. His extensive experience with various wealth management firms during his time in Colorado played a crucial role in his decision to join Lewis Financial, a firm he regards as a leader in the industry.

The move to Lewis Financial also marked a personal homecoming for Joe and his wife, Allie, to their Pennsylvania roots. Originally from Wayne, Pennsylvania, Joe attended St. Joe’s Prep and earned his Bachelor of Science in Economics from Penn State University in 2010. He holds Series 6, 7, and 63 registrations and is fully licensed in accident, life, and health insurance.

Outside of work, Joe is passionate about sports, reading, and listening to podcasts. He cherishes time spent with family, especially playing with his two sons, Ben and Will.

Steve Blumenthal is the Director of Marketing. Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition, having joined the firm in 2011 and obtaining Recruiter of the Year for the Eastern Region in 2016. Throughout his career he has honed relationship management skills to build and retain the trust and loyalty of key players and clients. Steve is also a former public school educator and head collegiate coach for over a decade before transitioning into the private sector.

Steve earned his Bachelor of Arts from West Chester University, his Master 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 and holds his Series FINRA 6 and SIE registrations.

Steve Oversees Marketing Efforts Such As:

• Brand Stewardship
• Digital Outreach
• Client Insights
• Public Relations
• Social Media management
• Event Management
• Community Relations

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. Allie resides in Philadelphia. Outside of the office, she enjoys spending time outdoors, thrifting, going to farmers' markets and cooking.

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.