Get to know my dedicated team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
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 Christiana 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.
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.
Johnathan P Williams
CFP®, CLU®, ChFC®
Wealth Management Advisor
Using a unique process, my team helps clients by creating a plan appropriate to their situation. We seek to build long lasting relationships with our clients that endure. We start by understanding you and your goals then create a roadmap to help achieve them. Ultimately our goal is to help create financial security for our clients and our community.
Johnathan Williams is proud to serve as a Financial Advisor with the Northwestern Mutual Wealth Management Company (NMWC) and Northwestern Mutual Investment Services (NMIS). He places a high value on education so that he can serve his clients' best interests. As such he holds the Certified Financial Planner™ (CFP®) certification and the Chartered Life Underwriter (CLU®) designation.
How 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.
