Dave Thomas III and Kyle Kaschak’s relationship began when Dave returned to Northwestern Mutual with the purpose of aiding in the continued growth of his father’s 35-year practice and preparing to succeed him. During that period, Dave and Kyle worked closely together, strengthening their partnership through years of high-level executive coaching, strategic planning sessions, and shared leadership
development. This structure allowed them to test scalability, align operational philosophies, and refine how comprehensive financial planning could be delivered at the highest level. Through that experience, they reached a mutual conclusion: a centralized, boutique firm—built with intention, depth, and shared expertise—could deliver superior planning while supporting long-term, sustainable growth. The concept of The 1877 Group emerged during the development of this business plan. As Dave and Kyle shaped the firm’s strategy and structure, they recognized their shared respect for the history and legacy of Northwestern Mutual, as well as the natural alignment with long-standing affiliate partner Brad Reynolds. That history traces back to 1877, when the Lancaster office of Northwestern Mutual was founded—marking the company’s first presence east of the Mississippi. That same year, Brad Reynolds’ grandfather began his career with Northwestern Mutual, laying the foundation for generations of trusted financial stewardship. Today, Brad’s leadership as a third-generation affiliate reflects that enduring commitment to planning, protection, and long-term relationships. The 1877 Group honors this legacy while advancing it—combining deep historical roots with modern planning strategies, shared leadership, and a unified vision to deliver the highest level of financial planning services to the families and businesses we serve.
