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.

Photo of Brooke Wagner

Brooke Wagner

Investment Operations Associate

brooke.wagner@nm.com

910-444-2966

Photo of Isabelle Galvin

Isabelle Galvin

Insurance Operations Associate 

isabelle.galvin@nm.com

910-637-6645

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.

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Brian M Cox

CFP®, CLU®, ChFC®

Financial Advisor

As a Financial Advisor and Planner, I work with my clients to help them achieve financial security through a holistic financial planning process. That process is built on a belief that education and information will help empower my clients to make the right financial decisions for themselves, their families, and their businesses.

Photo of Wealth Management Advisor Dan Owen

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.

Photo of Financial Representative William Lance Ballou

William Lance Ballou

Financial Representative