My Team

Jeffrey Crosley takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.



Mark Steven Lupo

Mark Steven Lupo, CFP®, CLU®, ChFC®

Director of Advanced Financial Planning
Office 410-659-6069

Mark joined Jeff's team in 2010, bringing his own experience as a Financial Planner. He is a CERTIFIED FINANCIAL PLANNER™ and has earned the Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College. Mark holds active Maryland Life and Health, Long Term Care, and Variable Annuity licenses, as well as Series 6, 7, and 66 securities licenses.

Mark went to high school at Calvert Hall where he played baseball and basketball. He went on to graduate from Elon University in North Carolina with a B.S. in Business Administration. In his spare time, Mark can be found on the golf course or in the stands at sporting events of all seasons. He enjoys traveling with his wife, Erika, and looks forward to sharing his hobbies with his 2 boys, Caden and Tristan.

How can Mark help you?

  • He develops your Personal Planning Analysis
  • He oversees strategic portfolio management
  • He develops strong client relationships
  • He conducts planning reviews
  • He triages interim planning or cash flow needs

Kathleen Maguire

Director of Client Services
Office 410-539-0084
Lucy Elizabeth Mulford

Lucy Elizabeth Mulford

Recruitment Coordinator
Office 410-659-6001

Lucy is a recent graduate of the University of Maryland, College Park. She joined the team after receiving her undergraduate degree and moving from Annapolis, where she grew up, to Baltimore. Before attending college, she went to Archbishop Spalding high school where she was a member of the field hockey team. Lucy likes to spend her free time with friends and family, traveling, or cheering on the Terps.

How can Lucy help you:

  • She can connect you with our Leadership Team and Recruiting Officers
  • She tells you more about an career at Northwestern Mutual
  • She schedules or reschedules your interviews
  • She will assist you in your transition into your new role
Jeffrey P. Crosley

Jeffrey P. Crosley, CFP®

Wealth Management Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.