John M Bongiovanni, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

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

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 contac Lucas at (814) 455-2718 x 240 or at lucas.slezak@nm.com.

 

 

 
Pamela R Holzer

Pamela R Holzer

Associate Financial Representative
(814) 455-2718, x237

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) 455-2718, x 237 or at pam.holzer@nm.com

 
 
Kelly L Peterson

Kelly L Peterson

Associate Financial Representative
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) 455-2718, x 245 or at kelly.peterson@nm.com.

 
Marty L Gaeta

Marty L Gaeta

Associate Financial Representative
Office 814-651-0849

Marty joined John as an Associate Financial Respresentive 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) 455-2718 x 242 or at marty.gaeta@nm.com.

 

 
 

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