Associates
Financial Representative
- Holds the Chartered Life Underwriter designation
- Over 30 years of experience in estate analysis and business succession
- Specialized expertise in family business needs analysis
Wealth Management Advisor
Helping clients with their investment and insurance needs since 1992
B.A., Vanderbilt University
Disability Income Specialist
22 years of developing solutions for individual and business disability income insurance needs
Expertise includes individual and group disability income insurance coverage as well as business disability income insurance coverage for overhead expenses, buy-sell agreements, or key persons
B.A., Vanderbilt University
Senior Investment Specialist
- 7 years with Northwestern Mutual, 17 years in financial services
- Experienced in all areas of financial services, including retirement, estate, personal and business solutions
- A registered representative of Northwestern Mutual Investment Services, LLC (NMIS)
- B.S. in business/finance, Belmont University
Employee Benefit Specialist
- 13 years of experience in employee benefits and financial services
- Expertise includes large and small group benefit plans including medical, disability, group life and long term care coverage
- Offers 401(k), pension and other retirement plans as a registered representative of NMIS
- B.S. in accounting and business administration, University of North Alabama
Investment Specialist
- 7 years with Northwestern Mutual
- Former consultant with Andersen Consulting
- B.B.A., marketing, Belmont University
- M.S., finance, Purdue University, IN
