Our Team

Certified Financial Planner™ | Stewardship. Responsibility. Legacy.

Being an advisor is incredibly rewarding because our team gets to help our clients turn their dreams into “done!” Together, we create a strategy that frees our clients to enjoy today while achieving their ideal future.

Bringing clarity of purpose, financial security and serenity into our clients’ lives enables them to achieve their goals with confidence.

It is a great partnership. Our role is to create an environment of trust for our clients, encouraging them to share what matters most. We then apply our decades of financial expertise to their plans, thoughtfully holding them accountable to achieving their goals. They know that we’ve “got their backs.”

• Retired Executives or Executives Nearing Retirement
  Retirement is meant to be about freedom and peace. Traditional rules of thumb simply don’t cut it in an ever-changing, complex market place. Let us help you develop a plan that centers around enabling you to live the retirement you’ve always dreamed.

• Privately-Held & Family-Owned Businesses
  Protecting your family, business, partners, employees and your legacy all at once can seem a bit daunting. Let our team help you create clarity around your vision and a strategic plan to drive results in your business.

• Qualified Plans
  Consistency and proper guidance are essential for the success of any retirement plan and the financial security that it strives to achieve for the participants. But offering a plan also means managing its costs and your fiduciary responsibilities. Let us help you navigate the details of your plan design to create a custom-solution that achieves your goals.

We are able to serve our clients well because of our dedicated, educated and capable team. We hope you get a chance to meet each one of them soon.

On my Playlist: Hallelujah by Leonard Cohen

Most impactful read: How Will You Measure Your Life? by Clayton Christensen

Passion & Charitable Service: CTNC and saving beautiful spaces for future generations

Advice to her younger self: Play more

I am certain that: Life is good!

Super power: Putting others at ease

Most likely to: You never know!

Certified Financial Planner™ | Stewardship. Responsibility. Legacy.

Being an advisor is incredibly rewarding because our team gets to help our clients turn their dreams into “done!” Together, we create a strategy that frees our clients to enjoy today while achieving their ideal future.

Bringing clarity of purpose, financial security and serenity into our clients’ lives enables them to achieve their goals with confidence.

It is a great partnership. Our role is to create an environment of trust for our clients, encouraging them to share what matters most. We then apply our decades of financial expertise to their plans, thoughtfully holding them accountable to achieving their goals. They know that we’ve “got their backs.”

• Retired Executives or Executives Nearing Retirement
  Retirement is meant to be about freedom and peace. Traditional rules of thumb simply don’t cut it in an ever-changing, complex market place. Let us help you develop a plan that centers around enabling you to live the retirement you’ve always dreamed.

• Privately-Held & Family-Owned Businesses
  Protecting your family, business, partners, employees and your legacy all at once can seem a bit daunting. Let our team help you create clarity around your vision and a strategic plan to drive results in your business.

• Real Estate Development Professionals
  Managing all your partial ownership rights, understanding the tax & planning implications of your holdings, and taking advantage of the unique planning opportunities achievable only to professionals like you can be a lot to navigate. Let us provide clarity and insight in your planning that will allow you to achieve your goals.

We are able to serve our clients well because of our dedicated, educated and capable team. We hope you get a chance to meet each one of them soon.

On my Playlist: As a mom to a 2 year old – we listen to LOTS of “Silly Songs with Larry” and “Wheels on the Bus” is usually on repeat.

Most impactful read: Love the Bible and read it daily! Otherwise – anything by CS Lewis has had a tremendous impact on me personally, and John Maxwell’s books have transformed me professionally.

Passion & Charitable Service: Haiti has my heart, but I also love serving by tutoring Math at Sterling Elementary, at my church Forest Hill and with the local women’s ministry Cities For Life.

Advice to her younger self: Become a great listener early. This world has plenty of talkers – listening is what separates you from the pack.

Super power: Being able to fall asleep anywhere anytime

Most likely to: clap at an inappropriate time/alone when I think someone has done a great job.

Insurance Specialist

Jennifer is a vital part of our team at Northwestern Mutual. While in the office, she manages all client's from phone to plan creation, through underwriting and plan implementation. She joined Northwestern Mutual in 2010 and is a graduate of the University of North Carolina at Charlotte. Jennifer can help with your insurance needs and currently holds her North Carolina Life and Long Term Care insurance licenses. Jennifer also facilitates the underwriting process and customer service requests.

While away from work, she is actively involved in her church, many social organizations, and travels frequently to serve around the world. She also enjoys running and spending her free time with friends and family.

On my Playlist: I Wanna Dance With Somebody – Whitney Houston – You can’t listen to this song and not want to get up and dance!

Most impactful read: The Bible

Passion & Charitable Service: International Celebration Assn – Prison Ministry in Guyana South America

Advice to her younger self: Always be grateful and find the positives in any situation.

Super power: Being able to fall asleep anywhere anytime

Most likely to: Try and make you smile

Financial Planning & Investment Specialist

Catherine is our Planning Specialist; she relocated to Charlotte from Greensboro, NC where she spent the past 10 years in the financial industry. Catherine was the Director of Client Services for an independent firm and managed a team that was responsible for more than 400 clients. She has a deep knowledge of planning and process improvement. Catherine received her Bachelor of Science from NC State University where she majored in Business Management with a concentration in Finance. Catherine currently holds her North Carolina life insurance, long-term care and FINRA Series 7 and Series 63 securities licenses.

She is an active community volunteer and a member of the Junior League. Catherine also enjoys spending her free time cooking, being outdoors, traveling and spending time with friends and family.

On my Playlist: Dancing Queen

Passion & Charitable Service: Backpack Beginnings - providing child-friendly, nutritious food directly to children in need over the weekends.

I am certain that: I am blessed

Advice to her younger self: Work hard, play hard

Super power: My great memory!

Most likely to: Find a positive in any situation

Mike is a graduate of Wake Forest University and joined Northwestern Mutual in 1988. He has a unique expertise in guiding companies through the process of design, implementation and servicing of their qualified retirement plans. He holds multiple professional designations including CFP^®, ChFC and CLU^®.

John’s family is originally from Hickory, NC but after his father graduated from UNC he moved to Charlotte where John and his siblings were born and raised. John has always been an active person and full of energy. At the age of 5 he began swimming and continued to do so until Highschool. When he wasn’t busy with swimming or playing with his childhood friends he was very active in Boy Scouts of America. During John’s time in Boy Scouts he held every position available to him and was nominated by his peers to go to Philmont Boy Scout Camp in New Mexico. This was particularly special because only 11 boys each year out of thousands are ask to go. John moved quickly through the ranks and was the youngest Eagle Scout in his Boy Scout Troop 1. Today, John owes much of his success to the lessons he learned during his time in boy scouts.
 

John graduated high school from Charlotte Catholic and then continued his education at Western Carolina University where he received a Bachelor’s degree in Entrepreneurship. During his college career he was given the opportunity to study abroad in Rome, Italy for a semester, which humbled him beyond belief. When John returned from Italy he helped re-charter Pi Kappa Phi. This allowed him to work on his biggest passion, running his fraternities philanthropy (PUSH America) for two years before graduating.
 

John always knew he wanted to do something other than working for his family’s business in Hickory. His strong interest in finance combined with his passion for giving back to his community lead him to a career with Northwestern Mutual in 2014.
 

Hobbies include: Saltwater and Fly fishing, attending concerts, UNC Sports, traveling, hiking/camping, mountain biking, being active and spending time with family and friends.

Before I can speak intelligently about the products and services that might be appropriate for you, your business and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me. That is why it is so valuable to meet and start a conversation.

I bring you a in-depth understanding our analysis and solutions that are based on your goals. The financial gameplan my team and create for you is designed to be updated annually and keep up with you.

Years of Experience

Representing Northwestern Mutual since 2010.

Craig is passionate about flyfishing, fish conservation and serving non-profits.

Craig grew up in an Air Force family and has lived throughout the country in places that include: Alaska, Hawaii, Texas, Alabama and Virginia. Craig and his wife Maggie have raised their children in North Carolina where they have lived in Greenville, Wilmington and Charlotte.

Education

Professional

Stuart joined Northwestern Mutual in 2016 after serving honorably in the US Army for five years as an infantry officer and Army Ranger. Stuart gained a strong passion for financial service by mentoring his Soldiers and colleagues about finance during deployments to Afghanistan. After completing his time of selfless service to the country, Stuart wanted to continue his career of service to others through the financial services industry.

Stuart considers himself an advocate and guardian for his clients, helping them organize their financial life and adapt to the challenges and opportunities that arise. Stuart and his team can deliver and implement a comprehensive financial plan that integrates a wide spectrum of financial solutions.

Along with a network of specialists, Stuart engages clients in a values-driven process that results in a thoughtfully executed plan for their financial future.  He is committed to serving clients by providing innovative solutions using world-class insurance services and internationally recognized investment products designed specifically to meet your needs and goals, giving you confidence to live life to the fullest. Throughout the planning process, Stuart develops enduring relationships with his clients for a lifetime of financial security.

Education

Edwin Peacock III brings to the marketplace a unique blend of family history in the industry, an 18 year career in sales, and a commitment to his community as an elected official/public servant. He passionately serves families and closely held businesses with comprehensive financial planning.
 
Edwin Peacock has a strong commitment to his community. From 2007 to 2011, Edwin was elected to the Charlotte City Council as an At-Large Member. During his term, he chaired the city’s Environmental Committee and served on the Budget & Community Safety committees. Edwin is also a Rotarian and serves on a number of area boards.
 
Edwin Peacock attributes his success to his family. “I’ve been so fortunate to have two incredible parents, an amazing wife, and the two most adorable children. God has truly blessed my life! I consider myself very lucky to have found such a richly rewarding career of helping others”, says Edwin.