Associates

Our financial representatives are the face of our organization. They not only represent Northwestern Mutual, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

 
 Alan Brent Overbey

Alan Brent Overbey

Employee Benefit Specialist
alan.overbey@nm.com

 
 Bradley D Gregory

Bradley D Gregory

Financial Representative
brad.gregory@nm.com

My Networks: LinkedIn Facebook

 
 Charles Bassing

Charles Bassing

Financial Representative
charles.bassing@nm.com

My Networks: LinkedIn Facebook

 
 Dan L Ledbetter

Dan L Ledbetter, CLU®, ChFC®

Financial Representative
dan.ledbetter@nm.com

Dan Ledbetter joined Northwestern Mutual in 1975. He gaduated from Western Carolina University 1972 BA, 1973 MA. Degree’s in education. Dan was a teacher & Assistant Principal from 1973 - 1975.  He specializes in core products and retirement planning.

 
 Donald O Hawkes

Donald O Hawkes, CLU®, ChFC®

Financial Representative
don.hawkes@nm.com

Don Hawkes, CLU, ChFC, graduated from Middle Tennessee State University in Murfreesboro, TN.  He came to Northwestern in 1990 from The Todd Organization.

Don is a lifetime member of the Million Dollar Round Table, with his practice focusing on executive benefits, high net worth families and business owners.  He has served on the Board of Directors for Peacehaven Community Farm, and resides in Greensboro with his wife Cindy.  They have 3 children, Emily (married to son-in-law Andy Rives), Gill and Beth.   Don enjoys golf, “piddling in his garage”, professional football (Carolina Panthers), SEC football (Auburn Tigers), ACC basketball (North Carolina Tarheels) and “continually restoring” his 1969 MGB Roadster. 

 
 Donald Wayne Fry

Donald Wayne Fry, CLU®

Financial Advisor
don.fry@nm.com

My Networks: LinkedIn

Following graduation from Indiana University of Pennsylvania, Don was a Finance Officer in the U.S. Army.  He was then associated with the Jefferson Standard Life Insurance Company for 10 years specializing in the administration of pension and profit sharing plans.  For the next 16 years he was the President of The Pension/Profit Sharing Design Center, Inc.   In January 2003 he formed Fry Financial Consultants, Inc. to help small businesses and their employees accomplish their retirement goals.  In December 2003 he became associated with the Northwestern Mutual Financial Network where he is a Wealth Management Advisor.

Don is married to Barbara and they have four children, Erin, Julie, Emily and Vincent.  He enjoys golf and tennis.  Don is a member of the American Society of Pension Professionals and Actuaries, the Society of Financial Service Professionals (where he has served as the local chapter president), the Greensboro Estate Planning Council and the National Association of Insurance and Financial Advisors.  He is a Certified Pension Consultant, Qualified Plans Administrator, Chartered Life Underwriter and Fellow, Life Management Institute.  He is a Life and Qualifying member of the Million Dollar Round Table.

 
 Gabe Neeriemer

Gabe Neeriemer

Financial Representative
gabriel.neeriemer@nm.com

My Networks: LinkedIn

Gabe Neeriemer is a Financial Representative with Northwestern Mutual-Greensboro assisting clients with their financial and personal goals through sound financial planning. Gabe is a long time entrepreneur, owning multiple manufacturing companies and has been a Financial Representative with Northwestern Mutual since June 2016.

 
 Hayes R Holderness

Hayes R Holderness

Financial Representative
hayes.holderness@nm.com

 
 Jacob Rice

Jacob Rice

Financial Representative
jacob.rice@nm.com

My Networks: LinkedIn Facebook

 
 James Bradford Wheeler

James Bradford Wheeler

Financial Advisor
james.wheeler@nm.com

My Networks: LinkedIn

James Wheeler is a Financial Advisor with the Northwestern Mutual Wealth Management Company. As an advisor, he specializes in bringing integrated solutions to businesses and families in order to help protect, accumulate, and distribute their hard earned wealth. James’ passion is to deliver each of his clients a customized and personable plan that is unique to their goals and dreams.

James has lived in Greensboro for over 20 years. When he is out of the office, you can frequently find him running with his Old English Sheep Dog, mountain biking, or traveling with his wife. James and his family are members of Living Way Church in Greensboro where James serves as the Treasurer.

 
 James M Morgan III

James M Morgan III, CLU®, ChFC®, CFP®

Disability Income Specialist
jim.morgan@nm.com

My Networks: LinkedIn

Jim started his career with Northwestern Mutual in June of 1976 after graduating from UNC-Chapel Hill with a degree in Business Administration.  During his career he has developed hundreds of relationships that concentrate on core financial planning solutions.  His expertise includes life and disability insurance planning, long term care coverage, retirement planning, as well as wealth management solutions.

Jim holds both the CLU® and ChFC® designations, along with the CERTIFIED FINANCIAL PLANNERTM certification.

Jim is a member of the Estate Planning Council, the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.  He is a 30+ year recipient of the National Quality Award.

Jim enjoys traveling with his wife Sharon, along with entertaining his adult children and two grandkids.  You will find Jim on the slopes, the golf course, the gym, or on his mountain bike in his spare time.

 

 
 Jeffrey Michael Jackman

Jeffrey Michael Jackman

Financial Advisor
jeffrey.jackman@nm.com

My Networks: LinkedIn Facebook Twitter

 
 John C Lowe

John C Lowe, CLU®, ChFC®, CFP®

Financial Advisor
john.c.lowe@nm.com

John is a Financial Advisor with Northwestern Mutual - Greensboro helping clients grow and protest their wealth.  This includes detailed financial advice focusing on goals for retirement, college education, and estate planning.  John graduated from the State University of New York / Fredonia with a BS in Computer Science/Chemistry, and has been with Northwestern Mutual since March of 1994.  He earned his CFP® in May of 2004.

 

Joseph Ingram

Financial Representative
joseph.ingram@nm.com

My Networks: LinkedIn

 
 Keith Crosby

Keith Crosby

Financial Representative
k.crosby@nm.com

My Networks: LinkedIn

 
 Matthew A Stratton

Matthew A Stratton, CLU®, ChFC®, CFP®

Financial Advisor
matt.stratton@nm.com

Matt Stratton, CFP®, CLU®, ChFC®    is a Financial Advisor with Northwestern Mutual and the Northwestern Mutual Wealth Management Company.  Matt joined Northwestern Mutual in 2001. He graduated with a double major in Accounting and Finance from the University of North Carolina Greensboro. He holds designations/certification as a Chartered Life Underwriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER.

 

Matt is passionate about helping clients visualize and realize financial security. His mission is to help clients become financially secure through personalized planning, utilizing world class relationship building, service and products. Matt believes that if he places client best interest above his own, acting with integrity, humility, and knowledge; then both parties are best served.

Matt’s practice focuses on executives and business owners.  His expertise includes life and disability insurance planning, long term care coverage, retirement planning, Investment management and accumulation, wealth distribution, employee benefit planning, and business planning.

Matt and his wife Crystal have two wonderful children He is a musician and enjoys working.  Matt is an ambassador for the Greensboro Chamber of Commerce and are members of Daystar Church.

 
 Patrick Nolan Chandler

Patrick Nolan Chandler

Financial Representative
patrick.chandler@nm.com

My Networks: LinkedIn

 
 Rajen Sukhadia

Rajen Sukhadia, MBA

Financial Representative
rajen.sukhadia@nm.com

 
 Robert D. Hudson

Robert D. Hudson, CPA, CFP®

Wealth Management Advisor
bob.hudson@nm.com

My Networks: LinkedIn

Bob Hudson, CFP©, is a Wealth Management Advisor with Northwestern Mutual and the Northwestern Mutual Wealth Management Company.  Prior to joining Northwestern Mutual, Bob was a CPA with Ernst & Young in Cleveland, Ohio and Winston-Salem, NC and a financial officer/Senior Vice President with Pace Communications in Greensboro, NC.

Bob is active in the community having served as the President of the Board of Trustees of the Greensboro Children’s Museum along with being a current member of the Professional Advisors and Development Committees for the Community Foundation of Greater Greensboro.  Bob is also a board member of Goodwill Industries of Central North Carolina.

Bob’s wealth management practice focuses on executives and owners of public and private businesses.  In addition to working with the special risk management needs of these two groups, Bob has extensive experience with asset positioning and wealth distribution planning for retirees.

Bob resides in Greensboro with his wife and two boys.  In his spare time he enjoys playing golf, mountain biking and spending time with his family.  Bob has been the drummer in the band - Behind the Times - for 25 years.  He and his family attend Christ United Methodist Church in Greensboro.

 
 Robert H Borden

Robert H Borden

Financial Representative
bob.borden@nm.com

After graduating from UNC Chapel Hill in Business Administration Bob began a 25 year career with Wachovia Bank eventually becoming a Vice President and head of the Greensboro Trust Department.  He began his insurance and mutual fund career with Northwestern Mutual in 1988 and is a life member of the Million Dollar Round Table. 

 

Among other civic activities Bob has been Chairman of the Boards of the Children’s Home Society of NC and its Foundation. He also chaired their $10M Capital Campaign. A past president of the Greensboro Kiwanis Club, Bob has been active in the Greensboro United Way and the Greensboro Community Foundation. Also he is an Elder at First Presbyterian Church. Bob is married with 3 daughters and 6 grandchildren.

 
 Rodney Alexander Hall

Rodney Alexander Hall

Financial Advisor
rodney.hall@nm.com

My Networks: LinkedIn

Rodney Hall is a Financial Advisor with Northwestern Mutual and the Northwestern Mutual Wealth Management Company.  Rodney joined Northwestern Mutual after graduation from Radford University with a degree in Business Management concentrated in Entrepreneurship.  Rodney resides in Greensboro North Carolina and is an active member of the Sigma Phi Epsilon Fraternity founded on the principles of virtue, diligence, and brotherly love.  Rodney is also a member of the honor societies of Beta Gamma Sigma and Phi Kappa Phi.

Rodney is passionate about leadership and education in the community.  Rodney is a mentor with the African American Male Initiative in Greensboro which focuses on the development of talented young men through mentorship. 

Rodney’s practice focuses on partnering with individuals and their families to create a financial plan with accountability and discipline.  In this partnership, Rodney’s practice works with established families, executives, and business owners to craft their vision of financial security.  Rodney chose a career platform with Northwestern Mutual because of the alignment in core values of integrity, excellence, and personal responsibility.

 
 Ryan Sheridan Adair Davison

Ryan Sheridan Adair Davison

Financial Representative
ryan.davison@nm.com

My Networks: LinkedIn

 
 Samuel M Crump

Samuel M Crump, CLU®, ChFC®, CFP®

Wealth Management Advisor
samuel.crump@nm.com

My Networks: LinkedIn Facebook

Sam Crump joined Northwestern Mutual in 2011, and has since then challenged his clients to do what’s in their best interests not only to achieve their goals in the present, but also down the road. He graduated from the University of North Carolina at Chapel Hill in 2011 with a double major in Economics and Political Science. Shortly thereafter, Sam partnered with Northwestern Mutual for the opportunity to help his clients achieve their most amazing future through their industry leading integrated planning platform.

He chose a career with Northwestern Mutual because he believes the leadership top to bottom is incredible, the people who make the company are the most competitive in the industry, and every decision is made by first asking, “What is in the best interest of the client?”. Knowing that Northwestern Mutual always makes decisions by first asking what is best for the client made it really easy for Sam to fall in love with the culture. Sam has established himself as a leader in both his firm and the industry by cultivating relationships through his team’s core values: integrity, excellence and personal responsibility. He holds designations/certification as a Chartered Life Underwriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER.

 
 Sean SungHyun Kim

Sean SungHyun Kim

Financial Representative
sean.s.kim@nm.com

My Networks: LinkedIn

 
 Tim Timothy Albertson

Tim Timothy Albertson, ChFC®, CLU®, CASL®, MSFS

Financial Advisor
tim.albertson@nm.com

My Networks: LinkedIn

Tim is a Wealth Management Advisor with Northwestern Mutual – Greensboro, specializing in Wealth Accumulation and Preservation Strategies, Corporate Benefits, Business and Personal Life Insurance, and Disability and Long Term Care Insurance. Tim graduated from UNC-Greensboro with a degree in Accounting and from The American College with a Masters in Financial Services. Tim has been with Northwestern Mutual since 1988. Tim is also a Certified Public Accountant and has designations as a Chartered Financial Consultant, a Chartered Life Underwriter and a Chartered Advisor for Senior Living.

 

Tim is a member of Elevation Church. He enjoys spending time with his sons, Jonathan and Evan. He is the current president of the Davidson Rotary Club. In his spare time, he may be out riding his Harley or enjoying a Carolina Panthers football game.

 
 Timothy Wayne Potkay

Timothy Wayne Potkay

Financial Representative
tim.potkay@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Zachary Dennis Thamm

Zachary Dennis Thamm

Financial Representative
zachary.thamm@nm.com

 
 Zitty Nxumalo

Zitty Nxumalo

Financial Representative

My Networks: LinkedIn Facebook

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

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