My 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.

 
Lucas B Slezak

Lucas B Slezak, CFP®, CIMA®

Director of Financial Planning
Mobile 814-651-0847

Lucas joined John's team in March 2016 and is responsible for client investment solutions and service. Lucas joins us with 8 years of investment experience during which he completed advanced coursework provided by the Tepper School of Business, at Carnegie Mellon University, achieving the Certified Investment Management Analyst designation (CIMA®) in 2014. He earned a Bachelor of Science degree in Business Administration at Edinboro University of Pennsylvania in 2007.

Lucas, his wife Emily, son Levi and daughter Leksi live in Edinboro, PA. he enjoys spending time with his family as well as enjoying the outdoors golfing, skiing, and running.

If you have any investment related needs, you may contact Lucas at (814) 651-0847 or at lucas.slezak@nm.com.

 
Kelly L Motyl

Kelly L Motyl

Director of Insurance Operations
Office 814-651-0852

Kelly joined Northwestern Mutual in February 2018 as John’s administrative assistant. She joined our team with 8 years of experience in the financial services industry. Kelly is an Associate Financial Representative and is fully licensed in life insurance, disability insurance, fixed annuities and long-term care insurance. Kelly is responsible for assisting with new business underwriting, policyowner services, and client scheduling.

If you have any questions or service needs, you may contact her at (814) 651-0852 or at kelly.motyl@nm.com.

 

LiAnna N Schwerer

Workflow Manager
Fax 814-452-3068
 
Pamela R Holzer

Pamela R Holzer

Director of Investment Operations
Office 814-651-0845

Pam joined Northwestern Mutual as John’s administrative assistant in April of 2010. She has worked in the insurance industry for the past 21 years. Pam is FINRA Series 6 and 63 licensed. She also obtained life and health insurance licenses. Pam is responsible for John’s scheduling and any client/service support for his investment clients.

If you have any questions or service needs related to your investment accounts, you may contact her at (814) 651-0845 or at pam.holzer@nm.com.

 
Marty L Gaeta

Marty L Gaeta

Director of Marketing
Fax 814-452-3068

Marty joined John as an Associate Financial Representative in April 2015 as his Administrative Assistant. She has worked with Northwestern since 1985 and has experience with the Northwestern Mutual system and has her Pennsylvania Agent License for Life, Accident and Health. Marty assists with insurance and investment presentations and proposals under John's direction. She also assists with customer service functions as well as scheduling appointments.

If you have any questions or service needs for Marty, you may contact her at (814) 651-0849 or at marty.gaeta@nm.com.

 
Anne M Frownfelter

Anne M Frownfelter

Director of Investment Operations
Office 814-368-4065

Anne joined Northwestern Mutual in 1985. She holds FINRA Series 6, 63 and 7 securities registrations and is fully licensed in life insurance, disability insurance, fixed annuities and long-term care insurance. In 2007, Anne received Northwestern Mutual's Commitment to Excellence Award.

Anne was added to John's team in 2020, and works closely with John and fellow Northwestern Mutual advisor Stephen P. Grillo, CLU, ChFC, in all aspects of the business and is responsible for assisting Steve with joint investment clients. You may call Anne with any questions or for any of your service needs at (814) 368-4065 or email her at anne.frownfelter@nm.com.

 

John Bongiovanni, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Generational Wealth Management

  • Office 814-651-0852
  • Fax 814-452-3068

 

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