Johnathan P Williams
Wealth Management Advisor|CFP®, CLU®, ChFC®
My Team

Cassandra Davis
Administrative Assistant
Cassie Davis is from Felton, Delaware. She attended Southern New Hampshire University completing her Associates Degree in Business Administration. She joined our team in July 2023. She has a stepson, Jordan and a son, Jayden. Cassie is married to Brian, a Marine veteran, a Correctional Sergeant and Captain on his Honor Guard team. Together they have three dogs: Beau, Tyson, and Gunner.

Daria Avery
Administrative Assistant
Daria Avery is from Beacon, New York. Daria attended Dutchess Community College completing her Associate Degree in Early Childhood Education and Behavioral Sciences. She moved to North Carolina in 2018. Daria enlisted in the US Army Reserves in 2020 as a Combat Engineer. Daria joined our team in December 2023. Daria is married to Brad, an Army veteran, and now Correctional Officer. Together they have a son Greylar, daughter Quinnley, two dogs named Smokey and Skye, and two cats named Polly and Parka.

Stephen Paul Scheibner Jr
Associate Financial Representative
Stephen Scheibner is from Georgetown, Maine. He moved to North Carolina in 9th grade. He attended Campbell University and graduated with a Bachelors in Business Administration with a focus on Marketing. He is married to Jamie, his high school sweetheart. They live in Garner, North Carolina with their two dogs, Stella and Shadow.
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Our Partners
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.

Joshua C Powell
RICP®
Financial Advisor
Josh has called Raleigh home since a young age, growing up around the area extremely active in Sports and Boy Scouts. After graduating college on a NCAA baseball scholarship with a degree in Business and Economics, Josh started his career with Northwestern in 2012 in Greensboro, North Carolina. Josh currently lives in Sanford with his wife Vicki, his sons Jase and Jax, daughter Remi, and their dog, Blue. Josh has been serving Northwestern Mutual since 2012 working to help families build Financial Security.

Michael Anthony Trotta
Financial Representative
My team takes a comprehensive approach to financial planning. We will spend time to get to know your personal, professional, and financial goals and tailor our recommendations to fit your specific situation. Let's talk today!

Lesley N Day
CFP®, CLU®, RICP®
Annuity Specialist
We are the team that brings the strategy, the management, the infrastructure, the accountability led by the heart and values of the families we serve to help them make important decisions about their wealth- allowing them more time to focus on what is important to them. Providing peace of mind when it comes to their financial health. We are here to guide you, serve you and answer any questions you may have along the way. OUR VALUES: GOD / GROWTH / HONESTY / PERSONAL ACCOUNTABILITY / HARD WORK / POSITIVE ATTITUDEHow Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4