The Partners

Joshua A Cohen CLU®, CLTC®
Partner and Financial Advisor
Since joining Northwestern Mutual in 1999, Josh Cohen has been working closely with business owners and high-level executives to help achieve their financial security goals. Through a tried and truly holistic approach, Josh provides a comprehensive focus on planning that covers both insurance and investment needs. Known for his hard-working and straightforward style, Josh develops meaningful relationships with his clients that help shape and guide the key decisions that form the foundation for every plan. Josh Cohen has a proven track record as an accomplished Financial Advisor with Northwestern Mutual.

Phoebe Story M.S.
Partner and Financial Advisor
Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her Master’s degree in Finance and working in the pharmaceutical industry. She thrives on building lasting relationships with clients while helping them achieve their goals. She enjoys working with business owners, creative entrepreneurs, along with social media influencer's.
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