Staff
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Jennifer Upton
Associate Financial Representative
jennifer.upton@nmfn.com
215-972-2769
Jennifer has been with Northwestern Mutual Financial Network since November 2006. Jennifer works closely with Geoff in preparing insurance strategies for our clients. She holds her Life/Disability insurance licenses. She is your main contact for scheduling appointments or telephone calls with Geoff. Her experience, enthusiasm, professionalism, and genuine concern for our clients ensure that you will get outstanding service when you reach her.
Jennifer is responsible for following up with clients with Sylvia to ensure that all their servicing requests are handled in a timely manner.
Jennifer also works alongside Geoff with the Breakfast Club of America, Philadelphia chapter, coordinating network connections.
Her primary responsibilities include:
1. Generating life and disabiltiy insurance proposals
2. Scheduling appointments
3. Manage the flow of requirements between clients and insurance company during application process
4. Client contact on insurance related service
5. Coordinate seminars, workshops and speaking engagements
6. Coordinate servicing contact with Sylvia Joseph
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Sylvia j Joseph
Associate Wealth Management Advisor
sylvia.joseph@nmfn.com
215-981-1318
Sylvia has been with Northwestern Mutual Financial Network since April 2001. She assists Geoff in his preparation of financial plans and investment analyses for our clients. Sylvia attended Temple University for her Bachelor's degree and has completed graduate coursework at The American College and Chestnut Hill College. She is securities licensed and is insurance licensed in PA and NJ for Life & Health and Long Term Care insurance. She recently completed her first marathon and you can catch her literally running in different events around the Philadelphia area.
Her primary responsibilities include:
1. Generating proposals
2. Preparing client files for Geoff's reviews
3. Setting-up and transferring accounts
4. Processing other day-to-day investment operations
Sylvia assists in the agency's involvement with the non-profit organization Students Run Philly Style.
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