Our Team
“Great things in business are never done by one person. They are done by a team of people” - Steve Jobs
Brian Shawn Boucher CLTC®
Financial Representative
Brian is a Wealth Management Advisor in Cleveland with nearly two decades of experience helping individuals and companies customize financial strategies and implementation plans that connect vision to long-term value. He is known for leading high-performance teams that serve diverse industries and clients—from family-owned and medium-to-large businesses, Fortune 100 brands, and non-profits, to executives, industry professionals, entrepreneurs, investors, and retirees. His personal mission: to positively impact people by helping them achieve their financial vision while avoiding financial regret.
Brian is presently the Wealth Management Advisor & District Director at Northwestern Mutual, heading their downtown Cleveland office and customizing comprehensive and easy-to-understand financial planning, wealth management, executive benefits, and tax-efficient strategies. A career highlight was being selected to oversee the estate planning strategies for some of the company’s highest profile clients. Another milestone is when his team was recognized among 8,000+ financial representatives and advisors for issuing the most financial plans. Goal-driven with a competitive growth mindset, Brian ranks in the Top 2% of the company’s financial representatives and advisors, and his firm is listed in the Top 10 Northwestern Mutual offices nationwide. Brian is also actively involved in various business mastermind groups, and is a member of Vistage, the world’s largest executive coaching organization.
Brian lives in Bay Village, Ohio with his wife, Lisa, and three sons, Cameron, Gabriel, and Dominic. He loves coaching his kids, spending time with his family on the boat, and fishing with his three boys. Brian stays as active as he can and practices Brazilian Jui-Jitsu every week and mountain bikes!
Thomas Joseph Biel
Principal and Wealth Management Advisor
Tom began interning with Northwestern Mutual in June of 2008. He graduated in 2010 as a marketing graduate from Mount Union College. He quickly learned he was passionate about what he could do for the community and joined the agency full time as a Financial Representative in 2010 in the Canton, Ohio office. In January 2012, Tom joined the Cleveland, Ohio office and has been providing Personalized Financial Plans to clients since.
Tom has been married to his college sweetheart, Liz, since 2011. They have four children - Ben, Max, Teddy, and Claire. Tom enjoys coaching his boys in baseball, football, and basketball - planning outdoor trips, golfing, and enjoying all the time he can with his kids.
Jay Thomas Braun CLU®, ChFC®, CASL®
Financial Representative
Jay has been serving clients in the Financial Advisory space since 2001. Jay previously ran a brewery and actually spent over four years sailing in the Caribbean and Mediterranean. While he loved doing this, he knew he had not found his lifetime career yet.
Upon joining Northwestern Mutual, he quickly realized that helping clients achieve the financial security that they needed was going to be his way to serve his community in something that he loves.
Jay currently lives in Avon Lake with his wife, Michelle, and sons Cooper and William. His love for sailing hasn’t gone away, he still enjoys sailing in his spare time – along with fishing and skiing!
Jamie graduated from Kent State University in 2008 with a BA in Business Management and Communications. She is married to Sean and they live with their daughters Ava and Kennedy in Fairlawn, Ohio. Jamie also has two fur babies, Kilo and Hank.
Jamie started with Northwestern Mutual as an Office Coordinator for Brian Boucher's team in March 2011. As Brian's office coordinator, Jamie was vital in client service and communication, business implementation and client scheduling. In January 2017, Jamie made the decision to transition from Brian's team into a Financial Representative position to begin building her own client base. For the past 4 years, Jamie has helped her clients build and execute a comprehensive financial plan. In June 2020, Jamie re-joined Brian's Practice Group as an Associate Financial Representative!
Rick currently lives in Mentor, Ohio. He graduated from Bowling Green State University in 2006 and joined Northwestern in April of 2017. In his spare time, Rick enjoys watching football, wine collecting, and eating spicy food! He spent years in the wine world before making the switch to finance. He handles all investment operations and holds his Ohio Life Insurance License for Life, Accident, and Health and is investment licensed with his Series 6, Series 63, and Series 7.
Toni is originally from Cleveland, Ohio. She graduated from Cleveland State University recieving a Bachelors in Business Administration and Marketing as well as a Certificate of Graphic Design and Advertising. She joined Northwestern in 2017 and currently holds her Ohio Life Insurance License for Life, Accident, and Health. Toni is the Director of Marketing and Business Operations. She enjoys traveling as often as she can, finding new Cleveland local businesses and restaurants to try, and DIY’ing anything she can craft!
