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

Wealth Management Advisor

Office 704-442-4410

jennie.derby@nm.com

Read Bio

Jacqueline Fish , CFP®, ChFC®, CLU®

Wealth Management Advisor

Office 704-365-2014

j.fish@nm.com

Read Bio

Catherine Batson

Associate Wealth Management Advisor

Office 704-442-4410

catherine.batson@nm.com

Read Bio

Jennifer Cothern

Associate Financial Representative

Office 704-365-2014

jennifer.cothern@nm.com

Read Bio

Network of Colleagues

Mike Kavanagh , CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 704-442-4412 ext 5

mike.kavanagh@nm.com

Read Bio