Christopher C Poe
Wealth Management Advisor|CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Safia M Wentling
Director of Operations
“Safia Wentling is originally from London, England. She moved to Charlottesville in 1998 where she completed the last two years of high school. She attended James Madison University, where she studied Geographic Science and earned a Bachelor’s in Science. Safia has worked in the Charlottesville area for several years. Safia is dedicated to providing quality client service. She joined Chris at Northwestern Mutual in 2012. Safia lives in Charlottesville with her husband and three sons, Adam, Noah and Isaac. She enjoys attending local Charlottesville events and spending time with her family.” Safia holds the Series 6 and Series 63 Licenses, as well as Life, Health and Annuity License.
Jackson Conley Poe
Financial Planning Analyst
Jackson is a native to Charlottesville where he lived for the first 18 years of his life. After graduating from high school, Jackson attended Hampden-Sydney College where he studied Business and Economics. After Graduation, Jackson moved to Richmond, VA where he began work in Northwestern Mutual’s Financial Planning Department as a Financial Planning Analyst. Jackson is extremely eager and excited to start his new venture as apart of Chris Poe’s team in Charlottesville. Jackson enjoys watching and participating in physical activities as well as spending time with family and friends.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Gary W Taylor
CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor
Since 1985, Gary Taylor has worked with clients to identify their goals, objectives and unique circumstances. This personalized planning process addresses each client’s needs and allows Gary to build a personal roadmap to achieving financial success.
Ryan Scott Lesser
Founder & Wealth Management Advisor
Ryan believes that life is too short to live by default and that we should dream big and live intentional lifestyles by design. As a Financial Advisor, Ryan inspires physicians, sales people, and business owners to dream courageously about what they want to achieve -- personally, professionally and financially. He helps individuals and their families with investment planning and insurance planning