Meet Our Team

MASTERY, COMMITMENT, AND CREDENTIALS

Led by Founder and Wealth Management Advisor Kevin Dwyer, we bring a highly specialized team with a range of experience, specialized expertise, and credentials. We are committed to providing exceptional customer service to our clients.

 
Kevin Dwyer

Kevin Dwyer, CFP®, CLU®

Wealth Management Advisor

Kevin has been a Wealth Management Advisor for 35 years. He is a 1986 graduate of Lehigh University, where he earned a Bachelor of Business Administration. Kevin holds multiple professional designations, including Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®). Additionally, he has Series 7, Series 63, Series 66, Series 26 securities licenses, and Life, Accident, Health, and Long-Term Care licenses. In his free time, Kevin enjoys walking his dog, Charlie, watching college football, and spending time in Chatham, Cape Cod.

 
David J Rubino

David J Rubino, J.D., LL.M.

Director of Wealth Management Services

Dave joined Kevin in January of 2008 as Director of Wealth Management Services. Dave manages the office's investment department overseeing investment research, preparation, and implementation of investment proposals and trading. Dave also advises clients on retirement, college, and estate planning needs. Before joining Northwestern Mutual, Dave was a partner in the law firm of Rubino & Gizzo, P.C. Dave's primary areas of practice included estate planning, estate and trust administration, tax, and real estate. Dave received his Bachelor of Science in Accounting from Rutgers University, his law degree from Seton Hall University School of Law, and his Master of Laws (in Taxation) from New York University School of Law. In his free time, Dave enjoys traveling, playing softball, and spending time with his family.

 
Brian F. Filanowski

Brian F. Filanowski, CFP®, ChFC®, CLU®

Associate Wealth Management Advisor

Brian began interning at Northwestern Mutual during college and accepted a full-time position upon graduation from DeSales University in May 2011. Along with his marketing degree from DeSales, he earned the professional designations and certifications of Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter® (CLU®). Brian also holds Series 7 and Series 63 securities licenses, and Life, Accident, Health, and Long-Term Care licenses. Brian enjoys spending time with his friends and family. He also enjoys CrossFit, running, and is an avid golfer.

 
Bill Bradshaw

Bill Bradshaw, ChFC®, CLU®

Associate Wealth Management Advisor

Bill joined the team in January 2021. He has been an advisor with Northwestern Mutual for over eight years and enjoys helping our clients create a financial plan for themselves and their families. Bill is a graduate of Penn State University, where he earned a degree in finance. Bill also earned the professional designations and certifications of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter® (CLU®).  Bill holds Series 7, Series 6, Series 63, Series 65 securities licenses and Life, Accident, Health, and Long-Term Care licenses. In addition, Bill’s interests include golf, Penn State football, and spending time with family and friends.

 
Meghan Dwyer

Meghan Dwyer

Associate Wealth Management Advisor

Meghan joined the team in November 2020. She is a 2019 graduate of Villanova University, where she earned a Bachelor of Business Administration in Finance and Real Estate. Meghan holds Series 7 and Series 63 securities licenses and Life, Accident, and Health licenses.  She previously worked for Nomura Securities as an analyst on the foreign exchange and interest rate hedging desk. In her free time, Meghan enjoys watching Villanova basketball, playing golf, and traveling.

 
Elizabeth O'Donnell

Elizabeth O'Donnell

Director of Business Development

Betty has worked at Northwestern Mutual since October 2014. She has a bachelor’s degree from DeSales University and a master’s degree from Lehigh University. In her free time, Betty enjoys traveling and spending time with family and friends.

 
Shannon Dwyer

Shannon Dwyer

Director of Marketing and Communications

Shannon is a 2016 graduate of the University of Alabama, where she earned a degree in communication studies. She has been working with Northwestern Mutual since September 2016. In her free time, Shannon enjoys working out and going to the beach.

 
Adam Donovan

Adam Donovan

Financial Planning Analyst

Adam is a 2018 graduate of DeSales University, where he earned a Bachelor of Science in Marketing. He began working at Northwestern Mutual in September of 2018. In his free time, Adam enjoys golfing, playing baseball and spending time with his friends.

 
Kayla Weiss

Kayla Weiss

Insurance Operations Associate

Kayla has worked at Northwestern Mutual since March 2013. She has a bachelor's degree from Kean University along with a Life, Accident & Health license. In her free time, Kayla enjoys working out and spending time with friends and family.

 
Kevin Dwyer Jr.

Kevin Dwyer Jr.

Financial Planning Analyst

Kevin joined the team in September 2021. He is a 2021 graduate of the University of Alabama, where he earned a bachelor’s degree in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Additionally, Kevin holds a Life, Accident, Health, and Long-Term Care license. Kevin enjoys hanging with friends and family, playing basketball, and watching Alabama and Giants football in his free time.

 
Dwyer Capital Partners

Kevin Dwyer, CFP®, CLU®
Wealth Management Advisor


Dwyer Capital Partners

 

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