Expertise

When working on clients’ financial solutions, we understand we are dealing with their lives and their future. This is why knowledge and expertise are critical. Our Financial Representatives receive rigorous training and regularly attend continuing education programs. They draw upon the extensive resources of Northwestern Mutual to customize solutions that suit clients’ individual personal or business needs by working closely with a team of specialists.

Our Financial Representatives use their knowledge to create a flexible yet tailored financial approach that can accommodate clients’ changing situations.  They also rely on the expertise of our specialists to offer complementary financial solutions including life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis.  Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.  Clients rely on the knowledge and insight of their advisors for guidance and an approach that is versatile enough to accommodate life’s changing situations.

Meet Our Specialists:

John C Carlos

Business & Estate Planning Specialist
john.carlos@nm.com

My Networks: LinkedIn

John Carlos received his undergraduate degree from Notre Dame University.  He then attended the University of Pittsburgh Law School where he earned his J.D.  John began his career at Dickey, McCamey where he became partner.  He then moved to Klett, Rooney where he was also a partner before joining Northwestern Mutual in 1998.  John is the Director of Estate and Business Planning for Northwestern Mutual Pittsburgh as well as a Wealth Management Advisor.  He focuses his practice primarily on business owners and high net worth families.  John is a 3-time recipient of the Life Impact award.

John lives in Mt. Lebanon with his wife Gina, daughters, Maddie & Colleen and dog, Buster.  John is very involved with Animal Friends where Gina is on the Board of Directors. 


Henry Edwin Haller IV, CLU®

Disability Specialist
ed.haller@nm.com

My Networks: LinkedIn

Ed Haller is a Financial Advisor for the Pittsburgh Network Office of the Northwestern Mutual.  He is responsible for his personal financial services business. Ed graduated from Washington & Jefferson College with a B.A. degree in Business Administration. He began his career with Northwestern Mutual  directly out of college.  Ed also recently received his CLU designation. The CLU designation is one of the highest levels of study in the life insurance profession. It helps Ed to provide a wider array of solutions for his clients' personal needs, including income replacement, estate analysis, and wealth transfer. He takes great pride in providing a higher level of service to his clients.  Ed is a native of Pittsburgh, PA, and currently resides in the Squirrel Hill area.  In his spare time, Ed enjoys playing golf and squash, wakeboarding, traveling, and spending time with friends and family. He is also heavily involved in the community.


 

 Thomas W. Swartout

Life Insurance Specialist
thomas.swartout@nm.com

My Networks: LinkedIn

Thomas Swartout is a financial representative with The Pittsburgh Network Office and has been with Northwestern Mutual since 1993. His specialties include Personal Needs Analysis, Wealth Accumulation and Distribution, and Business Needs Analysis. Thomas is a 2007 qualifying member of the Million Dollar Round Table and has qualified numerous times (Qualifying Member: 1998, 2000-2007). He is also a member of the Northwestern Mutual Forum in 2007. Mr. Swartout is very active in the Pittsburgh community. He is involved with the Young Leaders Group, United Way, and many other charities. Thomas resides in the North Hills with his wife and four children.


Mitchell D Letwin, CLTC®

Long Term Care Specialist
mitchell.letwin@nm.com

My Networks: LinkedIn

Mitchell D. Letwin has spent 11 years at Northwestern Mutual. He was born and raised in Pittsburgh, and now currently resides in the Fox Chapel area. As a Financial Representative, Mitchell Letwin thrives on working with small business owners, lawyers, doctors, and other successful people in creating solutions for both business and personal needs. He is on the board of CCFA, JNF and Beth Shalom. Mitchell is also a member of the March of Dimes Walk America Committee and participates in the annual MS Golf Outing.


Edward M Gallagher III, CFP®, CLTC, RICP®

Annuity Specialist
edward.gallagher@nm.com

My Networks: LinkedIn Facebook

Ed Gallagher received his undergraduate degree from Dayton University.  He began his career with a private investment firm before joining Northwestern Mutual in 2002. Ed is a Wealth Management Advisor with NM-Pittsburgh.  He has earned the CERTIFIED FINANCIAL PLANNER  certification and has been a member of the sales leader lunch. He is a 5-time qualifying member of the Million Dollar Roundtable, qualified for Court of the Table (2015) and the Northwestern Mutual Forum (2011). 

Ed enjoys golf, coaching and volunteering. He recently served on the United Way Helping Families Thrive Selection Committee. He, and his wife of 28 years, Lynn have 2 children, Kelly and Ryan.


Kevin W Sweeney

Employee Benefit Specialist
kevin.w.sweeney@nm.com

Kevin graduated from Duquesne University with a Bachelor of Science degree in Accounting and Finance and immediately began working in the insurance industry. His career began with MetLife in Rochester, New York, where he worked as group representative. He then came back to his hometown of Pittsburgh and began working for the Principal Financial Group before accepting a position at the Washington Financial Savings Bank. While at Washington Bank, he purchased the agency and partnered with a local brokerage firm. In 2011, he became a Northwestern Mutual Financial Representative and serves as the Strategic Employment Benefit Specialist for the Network Office.  

Kevin is an active member of the National Association of Underwriters and served on the Pittsburgh Board since 2001. He is also actively involved in his community as he has volunteered with the Washington County Junior Achievement and the Perrysville Fire Department. Kevin resides in Franklin Park with his wife and two children.


 

Areas of Expertise

Financial Planning
Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.

Disability Income Planning
Disability income insurance protects one of your most valuable assets-your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.

Long Term Care Planning
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialists will assist you in determining your long-term care needs and design solutions tailored to your unique situation.

Estate Planning
You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.

Employee and Executive Benefits Planning
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.

Investment Strategies
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck