Nick has been with Northwestern Mutual since 1994. Nick’s area of expertise is in business planning, where he assists organizations and businesses owners with executive benefits programs and risk management solutions. He holds a B.A. in Finance from James Madison University and received his Executive Certificate in Financial Planning from Georgetown University. Nick holds the Certified Financial Planner™ (CFP®) designation and is a member of the Financial Planning Association (FPA).

Rick joined Northwestern Mutual in 2009, and has over 15 years of experience in the retirement industry.  Rick and his team provide  consulting expertise on business retirement plans serving plan sponsors and participants. During his career with Northwestern Mutual and Fidelity Investments, Rick has partnered with hundreds of organizations across several industries and size to implement and enhance retirement programs.  He received his Bachelor’s degree in Business Administration in Finance from Saint Joseph’s College, and holds FINRA securities licenses.

Tony has been working in the employee benefits arena for the last 14 years; 4 of which have been with Northwestern Mutual. Tony’s primary focus is working with businesses owners to design and support customized employee benefit programs that will help attract and retain employees. Tony received his Bachelor’s degree from The College of William & Mary and holds the Professional in Human Resources (PHR) certification from the Society of Human Resources Management.

Alex has been with Northwestern Mutual since 2004.  Alex helps our clients with their investment accounts, insurance policies and the underwriting process, and assists our financial representatives with preparation and implementation of financial solutions. He holds a Bachelor’s degree and a Master’s of Science in Management from the University of Florida.          

Laura has over 12 years of retirement industry experience; 7 of which have been with Northwestern Mutual. Laura serves as the dedicated contact for many of our business clients to provide consulting on plan design, investment support, and employee education.  She holds a Bachelor’s degree from Bates College and holds the Chartered Life Underwriter, and Financial Consultant designations.

Lynne joined Northwestern Mutual in August 2008.  She holds a M.S. degree in Health Education from Virginia Commonwealth University, is a trained web communications specialist and a certified peer support specialist in her spare time.  Lynne enjoys reading, writing, camping, and exercising outdoors with her family and dogs at state parks and Lake Anna.

Maggie has been working in the industry for 9 years; 5 of which have been with Northwestern Mutual.  Maggie works closely with our team and assists in recruiting and development efforts. Maggie holds a Bachelor’s degree in Accounting from George Mason University.

Ross has been with Northwestern Mutual since 2009. Ross helps small businesses in establishing and enhancing retirement plan solutions. He is the primary contact for implementation and service for our small business clients and provides consulting on plan design, investment support, and employee education. He holds a Bachelor’s degree in Business Administration from the University of Mary Washington and holds FINRA securities licenses.

Sam has been with Northwestern Mutual since January of 2011. Sam helps our clients with their investment accounts, insurance policies and the underwriting process, and assists our financial representatives with preparation and implementation of financial solutions.He received his Bachelor’s degree and completed the CFP® Certification Education track within the Department of Finance at Virginia Tech.