To learn more about our team and who you will be working with, please click on the bios below.
Stefan Brecher graduated from Stetson University with a BA in Communications. He has been with Northwestern Mutual since 1996 and is a founding partner of Brecher, Greenberg & Brinson Group. Stefan specializes in working with business owners and executives. Stefan is a member of Northwestern Mutual’s Forum Group, which recognizes individuals for an outstanding year of helping clients plan for and achieve financial security. The annual Forum conference is an exclusive achievement, with approximately 5 percent of Northwestern Mutual’s financial representatives invited to attend.
Stefan currently lives in Atlanta with his wife and 3 children, and enjoys spending time with his family, golfing, working out, sporting events, and mountain biking.
Paul Greenberg graduated from Emory University with a BBA in Marketing and a minor in Finance. He has been with Northwestern Mutual since 1998 and is a founding partner of Brecher, Greenberg & Brinson Group. Paul specializes in working with business owners and physicians. Paul was recognized as the #1 District Director in 2017, and is a member of Northwestern Mutual’s Forum Group, which recognizes individuals for an outstanding year of helping clients plan for and achieve financial security. The annual Forum conference is an exclusive achievement, with approximately 5 percent of Northwestern Mutual’s financial representatives invited to attend.
Paul currently lives in Atlanta with his wife and 3 children, and enjoys golfing, reading, and working out.
Clay Brinson is a top Northwestern Mutual Retirement Planning Specialist. A graduate of the Georgia Institute of Technology, he joined the company in 2005 and helps businesses navigate the complicated process of corporate retirement planning. He has earned the industry’s most notable awards including the Financial Times’s 401k Top Retirement Advisor in 2018 and 2019.
Rob Spencer has been with Northwestern Mutual for 19 years and joined the Brecher, Greenberg & Brinson Group in 2021. As a Wealth Management Advisor, Rob works with clients in prioritizing their financial goals and aspirations and creating personalized financial plans to help his clients reach these goals.
Rob received his undergraduate degree in Economics from the University of Virginia and his MBA in Finance from Georgia State University. He holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP), and holds the Retirement Income Certified Professional (RICP) designation. Rob is a member of the Atlanta Society of Financial Analysts and National Association of Insurance and Financial Advisors.
Community service is very important to Rob, and in addition to providing support to non-profits that his clients are passionate about, Rob is very involved in Kate’s Club where he currently serves as Board Chair. In 2021, Rob was recognized for his community service by receiving the Northwestern Mutual Community Service Award for his work with Kate’s Club.
Rob lives in Atlanta with his wife and 2 children, and enjoys spending time with his family, volunteering, and spending time outside.
Paul has been with Rob Spencer and Northwestern Mutual since 2013. He graduated from Michigan State University and is fully licensed in all product lines with which we offer our clients. He also handles insurance and investment underwriting and any other financial planning aspects. In addition, Paul maintains a CFP® designation. Paul and his wife, Sara, live in Cumming with their two boys.
How can Paul help you?
- Investment account service--trading, withdrawals, transfers, and contributions
- Insurance and annuities service requests
- Investment related inquiries
- Financial planning information and analysis.
Jennifer is originally from a suburb of Chicago but has also lived in Upstate New York and Atlanta. Jennifer earned her BS degree in Finance from Winona State University in Minnesota. Jennifer joined Robert Spencer and Northwestern Mutual in 2016 and has over 17 years of experience servicing high net worth private client accounts. She lives in Ponte Vedra Beach, FL with her husband and 2 daughters.
Bonny Bivone graduated from the Georgia Institute of Technology with a BS in Management, and minors in Finance and Marketing. She has been with Northwestern Mutual since 2006. Bonny holds a Georgia Life, Disability, Health, and Long-Term Care license, Series 6 & 63 FINRA license, as well as Chartered Life Underwriter (CLU®) and Certified in Long-Term Care (CLTC) professional designations. She enjoys spending time with her family, reading, and traveling.
How can Bonny help you?
- Guide you through the insurance application process and act as a liason between clients and underwriters
- Manage insurance and investment client servicing requests
- Assist with new and existing investment account inquiries and services
- Generate insurance quotes and investment proposals
Leah has been in the Atlanta area for her whole life, and she now lives in the Roswell area with her husband, Jared, and their 2 children. With her extensive career in the retirement plan industry, Leah leads all of our 401k plan transitions, which makes her a valuable resource when working with every 401(k) provider in the marketplace.
Ashley Mullis graduated from Savannah College of Art and Design with a BFA in Graphic Design. She has been with Northwestern Mutual since 2011. Ashley holds a Georgia Life, Disability, Health, and Long-Term Care license. She enjoys cooking, reading, working out, traveling, trying new restaurants, and spending time with family and friends.
Jo has been with Rob Spencer and Northwesten Mutual since 2019. She earned a BA from Agnes Scott College in Political Economy. Jo works on new client development and the team’s philanthropic and community partnerships. Prior to joining the Northwestern Mutual team, Jo spent most of her career in non-profit marketing and development. Jo serves on the boards of Woodward Academy, Murphy-Harpst, and First Presbyterian Preschool. A lifelong Atlanta resident, Jo and her husband Kevin live in the Morningside neighborhood with their three children.
Malia has been with Rob’s team since 2014. She earned a B.B.A and an M.B.A from Millsaps College in Jackson, MS. She handles all of Rob’s scheduling and marketing activities. Malia and her husband, David, live in Sandy Springs with their two daughters and three dogs.
How can Malia help you?
- Scheduling and event planning
- Client communication and enhancing the client experience