- Designs, services, and administers Executive Benefit, BOLI, ICOLI, and COLI Plans
- Clients range from $50 million to over $300 billion in assets and are located throughout the United States
- Over $2.2 billion of cash value serviced with 16 different carriers
- Approved service providers for top-rated mutual companies
John H. Milne, JD, LLM
John received his B.A. degree from Virginia Tech in 1970 and his law degree from the University of Richmond in 1973. He received his Master of Laws in Taxation in 1979 from Georgetown University. Previously, John was a practicing tax attorney and served as the head of the tax section at a major Richmond based national law firm.
John is a member of the Virginia and Tennessee Bar Associations. He is a former member of the Closely-Held Business (Vice-Chairman) and the Employee Benefits Committees of the Tax Section of the American Bar Association and the Corporate Counsel Section of the Business Law Section of the American Bar Association. He has served as Chairman of both the Tax Section of the Virginia State Bar and the Virginia Bar Association.
John joined Northwestern Mutual in 1997 and is the Managing Member of MMB. John is located in the Richmond, VA office.
Peter P Leone, Jr.
Peter P Leone, Jr. received a BA in Economics from Columbia University in 1983. He spent one year with the American General Life Insurance Company before signing a contract with the Northwestern Mutual in 1985. In 2003 Peter began a partnership with John Milne. Eventually they formed MMB Milne Leone, LLC.
Peter currently serves on the Board of Oakland Catholic High School, and he is the Co-Chair of the Coaching Boys Into Men Initiative of the United Way of Allegheny County. In addition, Peter serves in a variety of Columbia University Alumni functions, including as the President of the Columbia Football Players Club.
Peter is located in the Pittsburgh, PA office.
A. Gregory Finkell, JD
Gregg is a former corporate attorney and served as an associate in the Banking and Credit practice group of Simpson Thacher & Bartlett LLP in New York. He is a member of the Central Virginia Estate Planning Council and is a past member of the New York State and American Bar Associations.
Previously, Gregg was a financial analyst at a boutique real estate valuation firm in New York, where he evaluated income-producing real estate portfolios in connection with bank financing and underwriting due diligence.
He received his B.A. from Colgate University and his J.D., magna cum laude, from Brooklyn Law School, where he was the Notes and Comments Editor of the Brooklyn Law Review.
Gregg joined Northwestern Mutual in 2010 and is an MMB Member. He is located in the West Hartford, CT office.
Bram A. Willets, IV
Bram graduated from Randolph-Macon College in 2002 with a Bachelor of Arts degree in International Relations and Business Economics. He received his Mini MBA from the University of Richmond in 2005.
Previously, Bram managed several treasury management products for a large financial institution in Houston, Texas.
Bram is an Associate Representative and is principally responsible for supervising the Service team, as well as online reporting, and administration.
Bram joined Northwestern Mutual and MMB in 2016 and is located in the Richmond, VA office.
Eric S. Rohnacher, CLU®
Eric received his Bachelor of Arts Degree from Loyola University in Maryland in 2001. He was born and raised in Baltimore and has been a resident of Richmond, Virginia since 2005. Since joining Northwestern Mutual, Eric has expanded his practice across the United States – serving insurance, investment and financial institution clients in over 15 States. Prior to his career in the financial services industry, Eric worked in various management roles with three different Fortune 500 companies.
In an effort to best serve his community, Eric spends much of his free time volunteering with charitable organizations. He has been a member of Rotary International since 2008 and is a Past-President of his local chapter. He also sits on the Board of a local YMCA, co-founded a non-profit to help combat childhood obesity, and is a graduate of a Richmond-based leadership institute.
Eric joined Northwestern Mutual as a Financial Advisor in 2007 and is an MMB Member. He is located in the Richmond, VA office.
Amanda K. Robinson, CPA
Amanda is a Senior Analyst and is responsible for providing client services, plan design and accounting/financing support for nonqualified plans for banks and other financial institutions.
Amanda received a Bachelor of Science in Mathematics from Randolph-Macon College in 2006 where she was a member of the Beta Beta Beta National Biological Honor Society. She also received a Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University in 2009. In January 2012, she became a Certified Public Accountant.
Amanda is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Financial Managers Society.
Amanda joined Northwestern Mutual and MMB in 2006 as an Associate Representative and is located in the Richmond, VA office.
Collins L. Rohnacher, CPA
Collins received a Bachelor of Business Administration, Accounting from The College of William & Mary in 2007. She also received a Master of Accounting from The College of William & Mary in 2008. In January 2009, she became a Certified Public Accountant.
Collins is an Analyst and is principally responsible for Compliance and IT functions, as well as supervising online reporting, service and administration.
Collins joined Northwestern Mutual and MMB in 2016 and is located in the Richmond, VA office.