About the Kaschak Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Barbara E Feeman

Barbara E Feeman

Office Manager
Fax 717-735-0771

Barb started with Kyle‘s practice in 2012 coming from the world of tax preparation.  Since beginning with the firm, she’s been instrumental in managing Kyle‘s office and coordinating all areas that pertain to customer service to back-office management.  

How can Barb help you?

  • Schedules appointments for clients and for new introductions
  • Answers questions regarding your billing accounts
  • Submits and manages your applications during the underwriting process
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of client medical exams
 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning

As the Director of Financial Planning, Josh is responsible for running our Planning Department, while also assisting advisors with plan analysis, plan construction and portfolio management. From there, he has taken on multiple roles during his career, including Associate Wealth Management Advisor, Director of Centralized Financial Security and Director of Network Office of Supervision.

 
Nikolaus Michael Kilmer

Nikolaus Michael Kilmer

Financial Planning Specialist

Nik Kilmer is an Associate Wealth Management Advisor and joined the Financial Planning team in August 2018. He has his life, accident, and health license, as well has his Series 6, Series 63, and Series 7 securities licenses. Nik helps with planning analysis, portfolio evaluation and research, as well as investment operations and service. 

 
Charlotte K Morgan

Charlotte K Morgan, CFP®, ChFC®

Financial Planning Specialist

Charlotte Morgan is a Financial Planning Specialist who works with advisors to help develop financial plans and recommendations for their clients. Charlotte believes that everyone deserves a financial plan and loves walking alongside advisors and clients alike to find tangible solutions designed to make a difference. 

 
Stephen W Blumenthal

Stephen W Blumenthal, CLF®, M.Ed.

Director of Marketing

Steve Blumenthal is the Director of Marketing. Steve oversees marketing efforts including brand stewardship, digital outreach, client insights, public relations, social media, training, mentorship, internal communications, community relations and event management.

Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition joining 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.

 
Kyle Robert Kaschak

Kyle Robert Kaschak

Wealth Management Advisor

 

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