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

Roberta is our Investment Operations Manager, helping analyze and develop strategies for our clients’ investments. She believes sophisticated execution of financial planning and investment management is the key for individuals and families to unlock their lifelong visions and dreams.

Prior to her time at LifeWorth Financial, Roberta was a high-net-worth financial advisor where she helped countless families establish their legacy and discover financial independence. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7, Series 66, and Life, Accident & Health licenses. Roberta is a proud alumna of Wake Forest University and earned her MBA with a finance concentration from SDA Bocconi in Milan, Italy.

Outside of the office, you can find her traveling the world with her family, hiking in the mountains, walking her precious pup, Minnie, and playing the piano.

On my playlist: Everything from Classic Rock to Taylor Swift, and from Mozart to Bruce Springsteen

Most likely to: Want to hear about your travels over coffee

What is your superpower? Looking at the bright side of every situation

What's one word you live by? Gratitude

Davis Dunn is on our Planning team at LifeWorth. He believes that clients are much more than just the numbers on their balance sheet. He counts the relationships he makes with the families we serve as the fuel that drives his love of our industry, and helping watch their dreams come to life is the biggest reward he can imagine.

Davis is a rare and nearly extinct true Charlotte-an. He was born in a nearby suburb and received his Finance and Banking degree in 2017 from Appalachian State. A sports fanatic at heart, Davis began his career in college athletics before deciding to explore opportunities that would leverage his degree. In 2021 he joined the LifeWorth team and credits the incredible people he meets every day as what keeps him fulfilled.

In his spare time, you can find Davis playing golf, watching sports, and seeking new challenges to conquer. He's currently learning Spanish as part of his "40 under 40" bucket list.

On my playlist: I listen to literally everything. I would say mostly country music, but there is some John Mellencamp & Ed Sheeran on there as well.

Most impactful read: The Richest Man in Babylon. Great book to read if you need help organizing your finances.

Advice to Younger Self: Don't quit. No matter how hard or impossible it seems, keep going.

Superpower: Fly* (*while on an airplane)

Most likely to: Crack a joke to keep the mood light.

Joanna Pappas is on our Planning team at LifeWorth, where she helps clients achieve financial wellness. Joanna’s approach to financial planning starts with understanding what's most important to her clients so that she can truly become their advocate.

Joanna has a Finance degree from Old Dominion University and has spent the last 12 years helping clients achieve their financial goals. She earned the CFP® designation (CERTIFIED FINANCIAL PLANNER™ professional) and has Life & Health insurance licenses as well as Series 6, 7, and 63 registrations.

When she's not at the office, you can find Joanna spending time with her husband and daughter, going to Burn Boot Camp, and trying new restaurants.

On my playlist: Frozen on repeat! Luke Combs when I'm not in the car with my daughter.

Most likely to: Eat dessert.

What is your superpower? Making people feel calm

What's one word you live by? Faith

Charly is one of our Financial Planning Analysts who helps assemble our clients’ full financial picture so they can pursue their long-term goals. She values the strong sense of family that is present at LifeWorth Financial and loves to see the burden lifted off a client’s shoulders once they have a plan in place.

Charly has been in the financial services industry since 2021, when she began as a high-net-worth client representative. She earned her MBA and bachelor's degree in business administration from Strayer University and holds Series 63, Series 7, and Life & Health licenses.

Charly is a mom to three wonderful children. Outside of the office, you can find her enjoying quality time with her family, working out, or taking some much-deserved time for self-care.

On my playlist: Gospel, R&B, and HipHop/Rap

Most likely to: Win the lottery and not tell anyone

What is your superpower? Resiliency

What's one word you live by? Spontaneity