Stefan Brecher graduated from Stetson University with a BA in Communications. He has been with Northwestern Mutual since 1996 and was a founding partner of Brecher, Greenberg & Brinson Group, now Trilogy Financial. Stefan specializes in working with business owners and executives. Stefan is a member of Northwestern Mutual’s Forum Group, which recognizes individuals for an outstanding year of helping clients plan for and achieve financial security. The annual Forum conference is an exclusive achievement, with approximately 5 percent of Northwestern Mutual’s financial representatives invited to attend.

Stefan currently lives in Atlanta with his wife and 3 children, and enjoys spending time with his family, golfing, working out, sporting events, and mountain biking.

Paul Greenberg graduated from Emory University with a BBA in Marketing and a minor in Finance. He has been with Northwestern Mutual since 1998 and was a founding partner of Brecher, Greenberg & Brinson Group, now Trilogy Financial.. Paul specializes in working with business owners and physicians. Paul was recognized as the #1 District Director in 2017, and is a member of Northwestern Mutual’s Forum Group, which recognizes individuals for an outstanding year of helping clients plan for and achieve financial security. The annual Forum conference is an exclusive achievement, with approximately 5 percent of Northwestern Mutual’s financial representatives invited to attend.

Paul currently lives in Atlanta with his wife and 3 children, and enjoys golfing, reading, and working out.

Clay Brinson is a top Northwestern Mutual Retirement Planning Specialist. A graduate of the Georgia Institute of Technology, he joined the company in 2005 and helps businesses navigate the complicated process of corporate retirement planning. He has earned the industry’s most notable awards including the Financial Times’s 401k Top Retirement Advisor in 2018 and 2019.

Rob Spencer has been with Northwestern Mutual for 19 years and is now part of Trilogy Financial. As a Wealth Management Advisor, Rob works with clients in prioritizing their financial goals and aspirations and creating personalized financial plans to help his clients reach these goals.

Rob received his undergraduate degree in Economics from the University of Virginia and his MBA in Finance from Georgia State University. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED FINANCIAL PLANNER™ professional (CFP^®), and holds the Retirement Income Certified Professional (RICP) designation. Rob is a member of the Atlanta Society of Financial Analysts and National Association of Insurance and Financial Advisors.

Community service is very important to Rob, and in addition to providing support to nonprofits that his clients are passionate about, Rob is very involved in Kate’s Club where he currently serves as Board Chair. In 2021, Rob was recognized for his community service by receiving the Northwestern Mutual Community Service Award for his work with Kate’s Club.

Rob lives in Atlanta with his wife and 2 children, and enjoys spending time with his family, volunteering, and spending time outside.

Tom has spent more than thirty years in financial services and launched his career with Northwestern Mutual in 1992. He holds the designations CERTIFIED FINANCIAL PLANNER™ (CFP^®), Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU^®), and Certified in Long-Term Care (CLTC^®). Tom is recognized among the Top 1% of Northwestern Mutual Advisors as a leader helping clients achieve financial security.

Tom's clients appreciate his steadfast follow-through and innovative approach and view him as a partner they can rely on for straight-shooting advice and wise counsel. Because of this, he believes in highly-personalized planning rather than a cookie-cutter approach. Tom’s expertise includes, but is not limited to, Business Succession Planning, Wealth Management, Estate Planning, Employee and Executive Benefits Planning and Strategic Risk Management Planning.

Tom earned his Bachelor of Science in Marketing from Seton Hall University. He lives in Alpharetta with his wife and often ventures out west to spend time with his two adult sons. In his spare time, he enjoys bowhunting, fly fishing, golfing and spending time with family and his two golden retrievers.

Leah is an Atlanta native and now lives in the Roswell area with her husband, Jared, and their 2 children. With her 20+ year career in the retirement plan industry, Leah leads all of our 401k plan transitions, which makes her a valuable resource. Leah holds her Series 7, Series 6, and Series 63 licenses. She received her undergraduate degree from Auburn University.

Hannah graduated from Georgia State University with a BS in Health Sciences and Louisiana State University with a Master of Business Administration. She has been with Northwestern Mutual since 2014. Hannah holds a Georgia Life, Disability, Health, and Long-Term Care license, and Series 7, 6 & 63 FINRA license. She enjoys spending time with her family, cooking, and traveling.

How can Hannah help you?

• Guide you through the 401k implementation process or transition process from one provider to another
• Service a book of existing 401k clients in all retirement needs
• Scheduling and general administration for the Brinson Retirement Planning Team

Ashley Mullis graduated from Savannah College of Art and Design with a BFA in Graphic Design. She has been with Northwestern Mutual since 2011. Ashley holds a Georgia Life, Disability, Health, and Long-Term Care license. She enjoys cooking, reading, working out, traveling, trying new restaurants, and spending time with family and friends.

Jo has been with Northwestern Mutual since 2019 and works on new client development and the team’s philanthropic and community partnerships. Prior to joining the Northwestern Mutual team, Jo spent most of her career in nonprofit marketing, fundraising, and development. A lifelong native of Atlanta, Jo received her BA from Agnes Scott College in Political Economy.

Jo serves on the boards of Woodward Academy, Agnes Scott Alumnae Association, MedShare International, and First Presbyterian Preschool. Jo and her husband live in the Morningside neighborhood with their three children and two dogs.

How can Jo help you?

• Social media and marketing opportunities with Trilogy Financial
• Trilogy Financial event, community, and philanthropic sponsorship opportunities
• New business opportunities and inquiries

Malia has been with Northwestern Mutual since 2014. She earned a B.B.A and an M.B.A from Millsaps College in Jackson, MS. She handles all of Rob Spencer’s scheduling and marketing activities. Malia and her husband, David, live in Sandy Springs with their two daughters and three dogs.

How can Malia help you?

• Scheduling and event planning
• Client communication and enhancing the client experience

Originally from Connecticut, Liz resides near downtown Atlanta with her husband, Jason, and their twin daughters. Liz has been in the insurance and financial service industry for 17 years and has been recognized for customer service in the retirement plan industry. Liz leads most 401k employee education and participant service efforts for our team.

How can Liz help you?

• Development of a competitive 401k plan design
• Review cost, service, and technology of providers and make improvements
• Monitor investment offerings for competitive performance and price
• Design customized employee education to encourage participation and retirement readiness