CD Smith Financial Team

A business meeting around a table.

Great planning only works when the experience around it is just as strong. We take pride in offering clear communication, responsive service, and a team you can rely on—whether you’re making a big decision or just need a quick answer. If you have a question or need assistance, let us know. We’ll take it from there.

Photo of Associate Financial Representative Katharine M Conlon Gutshall

Katharine M Conlon Gutshall

Associate Financial Representative

Photo of Client Service Representative Jadyn Eckberg

Jadyn Eckberg

Client Service Representative

Photo of Growth and Engagement Director Charlotte Morgan Earley

Charlotte Morgan Earley

CFP®, ChFC®

Growth and Engagement Director

Beginning in May 2015 Charlotte began to familiarize herself with Northwestern Mutual’s holistic planning philosophy. Charlotte's mission is to help individuals and their families achieve financial security through thoughtful planning and a personalized approach.

Photo of Director of Financial Planning Diana C Mazzei

Diana C Mazzei

Director of Financial Planning

Photo of Financial Planning Specialist Katelyn M Jacques

Katelyn M Jacques

Financial Planning Specialist

Photo of Director of Marketing and Communications Alexandria S. Krebs

Alexandria S. Krebs

Director of Marketing and Communications

Photo of Director of Marketing and Client Experience Courtney A. Harper

Courtney A. Harper

Director of Marketing and Client Experience

Photo of Marketing Coordinator Lindsey R. Reid

Lindsey R. Reid

Marketing Coordinator

Photo of Marketing Coordinator Jillian M. Bush

Jillian M. Bush

Marketing Coordinator

Get to know my affiliates

Through Northwestern Mutual, we 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.

Photo of Wealth Management Advisor Matthew L. McCormick

Matthew L. McCormick

ChFC®, RICP®, WMCP®

Wealth Management Advisor

Contact me
Photo of Employee Benefit Specialist Michael J Lagowy

Michael J Lagowy

Employee Benefit Specialist

Contact me