Jeffrey Jackman
Wealth Management Advisor|CFP®, ChFC®, RICP®, CLU®, WMCP®
Get to know my dedicated team
Welcome to our team page! Together we are committed to helping our clients spend their lives living and be less concerned about their financial futures! 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.
Meredith L Modjewski
Director of New Business and Communications
Meredith joined Jeffrey Jackman’s team as his Director of New Business and Communications in 2017. Meredith currently holds her life, health, and long-term care insurance licenses, and is a North Carolina Notary Public.
Meredith was born and raised in NC. She currently lives in Lexington, NC with her husband Craig, daughter Kaylee, sons, Riley and Mason, and four fur babies. When Meredith is not in the office, she enjoys spending time with her family and sitting on the sidelines of Riley and Mason’s soccer games.
Candice Nicole Hudson
Financial Planning Assistant
Alex J McClure
Associate Financial Advisor
Alex McClure is from Durham, North Carolina and attended East Carolina University where he graduated with a degree in Recreation and Park Management. Alex joined the team in January 2022 and is our Financial Planning Analyst.
He currently resides in Durham, NC where he operates a candle business named Manda Panda’s with his sister Amanda. When he is not in the office or making candles, he enjoys spending time with family and friends, watching sports, and attending concerts.
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.
Zachary Thamm
CFP®
Wealth Management Advisor
My and team I specialize in working with young medical professionals throughout the U.S. to help balance the different competing objectives we create throughout our lives. My team is big on educating medical professionals on how to make smart money decisions ranging from student loan consultation to how to allocate your money appropriately coming out of school. Call me for a consultation!
Barbara W. De Berry
CFP®, CLU®, ChFC®, CASL®, CLTC®
Long Term Care Specialist
I am a proud member of the sandwich generation. While juggling motherhood, career, and a sick parent for 3 years, I saw first-hand the importance of long term care planning. I am committed to helping individuals and couples think through how a need for extended care would impact their lives and those of their families so that together we can protect family relationships and financial security.
Bob Hudson
CPA, CFP®
Estate & Business Planning Specialist
After 13 years as a Senior Financial Executive, 10 years with a Big Four CPA Firm, and 5 years as an entrepreneur, I bring my clients a wealth of experience as a Financial Advisor at the Northwestern Mutual. Working with business owners and their key executives is my primary focus. I enjoy creating relationships with professionals and help them realize their financial goals.
Andrew James Watkins
CFP®, CLU®, ChFC®, CRPC®, CASL®
Wealth Management Advisor
Our team specializes in helping our clients build comprehensive financial plans and save toward targeted goals in the most tax-efficient manner. Each person’s situation is unique and I’d love to learn more about you and your goals to see if our team could be a resource.
Dan Owen
CFP®, CLU®, ChFC®, AEP®, RICP®
Wealth Management Advisor
I collaborate with clients to help them navigate financial success to significance. My specialties within financial planning include wealth management, retirement planning, income distribution, investment strategies, and insurance planning.