Photiades Wealth Management Team
With combined industry experience of over 100 years, Photiades Wealth Management is a premier financial planning practice.
Each team member brings a unique background and diverse experience to the relationships we build with each of our clients.
Since joining Northwestern Mutual nearly thirty years ago, Jeff has conducted more than 15,000 planning meetings with families and business owners, helping them reach goals and discover peace of mind. He holds several professional designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor in Senior Living (CASL®). He has also been a sought-after speaker by his peers at events across the country because of his ability to lead and share his knowledge.
However, it is an even more rare quality that makes Photiades Wealth Management the premier financial planning practice it has become: Jeff’s unique ability to listen.
Being able to listen has made Jeff a trusted advisor to his clients, allowing him to be a calming voice of reason and offer guidance in their strategic planning.
Jeff lives in Bedford, New Hampshire with his wife Lynn, their dog, Remy, and two cats, Squirty and Bandit. He ties his hobbies and interests in life to his devotion to family. Traveling, wine tasting, and even his passion for go-carting and jet skiing are usually family affairs that include Lynn and their daughters, Kiersten and Kerra. Jeff is also committed to being a mentor, leading the confirmation prep classes and youth groups at St. Raphael in Manchester, NH.
James began his financial services career in 2009 and joined Northwestern Mutual in 2012. He holds the CFP® designation, an Associate’s Degree in Applied Science from the Community College of the Air Force, a Bachelor’s Degree in International Business, and a Master’s Degree in Finance from Southern New Hampshire University. James is Series 7, Series 66 and Life, Accident, and Health Insurance licensed.
James oversees the investment process, including portfolio analysis, design, and management for individuals, businesses, and 401k clients. He works with Jeff to design strategic plans for all the firm’s clients. James also works with clients and their families on multigenerational planning to ensure their loved ones are getting the same level of service and expertise.
Although highly analytical by nature, James has the uncanny ability to make the complicated simple. When working with clients in the financial planning arena, it’s easy to get bogged down in the details and lose context around what is really at stake. James provides a constant focus.
From 2005 through 2011 James served in the U.S. Air Force Reserves.
James and his wife Ellie share a love of reading. They live in Merrimack, New Hampshire with their daughter Tilly, and their cat, Gulliver.
Diane has been with the team since 1995. She graduated Magna Cum Laude from Beal College with an Associate’s Degree in Executive Secretarial Science. As Director of Insurance, Diane serves as our underwriting liaison, guiding our clients through the application and implementation process for insurance and annuity solutions, from beginning to end. She holds Life, Accident, and Health Insurance and Series 6 and 63 licenses.
Through a career that spans 25 years, Diane has established herself a standout in her field, and she has shared her expertise by speaking at a variety of industry events.
Diane is married to Rick, and they live in Weare, New Hampshire with their daughter Shelby and their two Southern rescue dogs, Beau and Finn. She enjoys outdoor activities such as skiing, hiking, days at the beach and spending time with family and friends.
JoAnne is a career administrative professional with experience in assisting key executives in a variety of industries. JoAnne joined the Photiades team in June, 2019 and serves as Executive Assistant to Jeff Photiades.
JoAnne and her husband Michael live in Auburn, New Hampshire with their dog Cooper, a Chocolate Lab. They have two grown children, Nicholas and Jamie-Lyn. JoAnne enjoys spending time at their summer home at Lake Winnipesaukee. She also enjoys many outdoor activities and spending time with her family.
Henry has worked in the financial industry for ten years and joined the team in 2017. He graduated from Roger Williams University with a Bachelor’s Degree in Finance, and holds an MBA from Southern New Hampshire University. He also holds Series 7, 63, and Life, Accident, and Health Insurance licenses.
Along with day to day investment operations such as opening client accounts, trading and reporting, Henry is responsible for a variety of money movement functions, including transfers and rollovers.
Henry lives in Merrimack, New Hampshire with his wife Melissa, baby daughter Nora, and their two dogs, Bruiser and Buddy. In his spare time, he enjoys playing guitar and exploring New Hampshire.
Julie started her career with Northwestern Mutual in 2018. She serves as our Client Service Associate and is responsible for servicing our insurance clients. She also wears many other hats, including Team Assistant while also assisting in the underwriting process. Julie holds Life, Accident, and Health Insurance licenses.
Julie earned a Bachelor’s Degree in Communication with a minor in Marketing from Plymouth State University.
Julie lives in Manchester, New Hampshire with her cat, Potato. During her free time, she and her boyfriend Brett enjoy spending time with friends and family.
Bennett joined the team in 2020. He serves as our Financial Planning Assistant and is responsible for servicing our clients which includes updating plans, financial reports and working on illustrations. Bennett recently obtained his Life, Accident and Health Insurance license.
Bennett earned a Bachelor’s Degree in Professional Communications from Plymouth State University.
He resides in Moultonborough, New Hampshire with his dog, Teddy, and cat, Leo. During his free time, he enjoys watching sports as well as playing golf and tennis.