Management

We take ongoing service very seriously. Together, we are committed to providing an exceptional experience to all our clients. If you have any questions or would like to request an appointment please don't hesitate to contact us.


 
Grace H Holt

Grace H Holt

Director of Operations and Client Service

Contact Grace for:

  • Insurance Concepts
  • Insurance Applications
  • Client Information Updates
  • Insurance Conversions
  • Investment Paperwork, Rollovers, and Consolidation

Grace first started her career at Northwestern Mutual in May 2016, and joined the team in November 2017 as the Director of Insurance Operations and Services. She manages the insurance process by completing the application process, coordinating the underwriting process, and maintaining in force policies. Grace is also in charge of daily business operations for our practice.

Grace is currently studying for her CFP designation

Grace has her Life, Accident, & Health license in the state of PA, as well as the Series 7, Series 6 and Series 63 licenses.

Originally from the Philadelphia area, Grace moved to Pittsburgh after attending Grove City College. She has enjoyed settling in to the area, having bought a home in Brighton Heights with her husband. She fills her free time with house renovations, reading, and exploring the city.

 
Charles Robert Zuzak II

Charles Robert Zuzak II

Director of Investment Services

Contact Chuck for:

  • Investment Concepts
  • 401(k) Rollovers
  • Money Movement Requests
  • Portfolio Trading
  • Tax Documents
  • Financial Planning Updates
  • Investment Paperwork, Rollovers, and Consolidation

Chuck Zuzak joined our team in 2016 as the Director of Investment Services. He is responsible for daily investment operations including individual portfolio construction, rebalancing, developing financial plans, and onboarding new investment accounts.

Chuck holds the Certified Financial Planner™ (CFP®) designation. Chuck is Series 7 and 66 licensed for investments and has his Life and Health Insurance license.

Chuck grew up in Wexford, PA and graduated from the University of Pittsburgh with a Bachelor of Science in Business Administration degree in Finance and a minor in Economics. Chuck currently resides in the Mt. Lebanon area with his wife, Katharine. Outside of the office, he likes to spend time training in the gym, cooking, camping, playing outdoor sports and watching films.

 
Christopher Pavcic

Christopher Pavcic

Office 412-288-2363

Contact Chris for:

  • Scheduling
  • Setting up online access and technology help
  • Client preferences
  • Updating financial planning information

Christopher Pavcic joined our team in July 2017 as a Student Associate and, upon graduation, joined our team full time as an Associate Financial Representative.

Chris grew up in Canonsburg, PA and recently graduated from Duquesne University with a Bachelor of Science Administration Degree in Finance. When he's not in the office, Chris is an avid hockey fan and enjoys golfing and spending time with friends and family.

Chris is currently studying for his CFP designation.

 


Student Associates

We are pleased to introduce our 2018/2019 student associates:

Grace Malles

Duquesne University '19

Major in Finance; Minor in Economics

If you are interested in an internship with our team, please contact Lindsey at lindsey.blocki@nm.com.

 
Ashley N Bruder

Ashley N Bruder

Financial Planning Assistant

Contact Ashley for:

  • Scheduling
  • General Inquires
  • Client Information Updates
  • Office Information

Ashley Bruder joined our team in 2018 as a Financial Planning Assistant. She is responsible for the day to day management of our office, scheduling, and assisting in the planning process.

Ashley graduated from Point Park University in 2012 with a degree in Communications and Public Relations. Ashley lives in Kennedy Township with her husband, Neal, and is an active volunteer with Animal Friends. In her free time, Ashley enjoys reading, going to concerts and attending sporting events.

 
Lindsey Knight Blocki

Lindsey Knight Blocki

Director of Marketing

Lindsey Blocki, Matthew's wife, started working with our team in 2015. Lindsey graduated from Clarion University of Pennsylvania with a Bachelor's Degree in Social Work and Sociology. Lindsey currently manages Marketing for our practice.

Lindsey is a member of the Women's Leadership Council (WLC) and a member of the Touqueville Society through the United Way. She actively volunteers through several organizations including Open Your Heart to a Senior.

In her free time, Lindsey enjoys traveling and spending time with family and friends.

 

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

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