Our Team

For several years, we have been working collaboratively to serve our clients while building a strong, customer-centered support team. It’s been a great partnership that signifies an even deeper commitment to guide and advise our clients for many years to come.

 

Jennie D Derby , CFP®, CLU®, ChFC®, CLTC®

Partner

Office 704-442-4410


jennie.derby@nm.com

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Jacqueline Fish , CFP®, ChFC®, CLU®

Partner

Office 704-442-4410


j.fish@nm.com

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Jennifer Cothern

Associate Financial Representative

Office 704-365-2014


jennifer.cothern@nm.com

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Catherine Batson

Associate Wealth Management Advisor

Office 704-442-4410


catherine.batson@nm.com

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Network of Colleagues