Reggie Joe
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
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.

Sam Byrum
MBA, CFP®
Director of Planning
Sam has been with Northwestern Mutual since 2011.
He works closely with clients throughout the financial planning process and plays an integral part in helping manage client portfolios.
Sam graduated from the University of North Carolina at Greensboro with a B.S. in Marketing and received his MBA with a concentration in Finance from East Carolina University. Sam is a CERTIFIED FINANCIAL PLANNER™ professional.
Sam and his wife, Lindsay, live in Raleigh with their three children, Cole, Olivia and Charlotte, and their goldendoodle, Ellie. He enjoys spending time with his family at the beach, playing golf, and listening to music.

Daniela A Prodanova
CFA®, CFP®
Director of Investments
Danny was born in Bulgaria and moved to San Diego to attend Alliant International University.
After two years, she transferred to John Cabot University located in beautiful Rome, Italy where she earned an undergraduate Business degree. Danny fell in love with investing and completed a Master of Finance degree at Tulane University in New Orleans. For the past 15 years, she was a member of a boutique wealth management firm building and implementing portfolios, as well as working directly with clients.
Danny obtained the Chartered Financial Analyst (CFA®) designation in 2010 and obtained the CERTIFIED FINANCIAL PLANNER™ Professional designation in 2019. She was a Mentor for Rock the Street, Wall Street – a financial literacy program for girls.
Danny and her spouse recently relocated from New Orleans with their son Sebastian and their miniature schnauzer Juju. Danny enjoys live music, cheering for the New Orleans Saints, and now hiking.

Megan A Moore
CFP®
Investment Services Manager
Megan joined our team in September 2019 as an Associate Wealth Management Advisor.
She has been working in the financial services industry since 2007. Megan’s focus on the team is to assist with creating and developing financial plans for individual clients and their families, secondarily working with the retirement plan administrators and their employees servicing their retirement plan needs.
Megan graduated from North Carolina State University with a B.S. in Business Finance. She currently holds her Series 7, Series 66 and Life and Health Insurance licenses.
Megan and her husband, Jeff, live in Raleigh where she was born and raised. She enjoys reading, spending time with her twin sister, family and friends. On her free weekends, she loves to head out of town to the Crystal Coast beaches.

Kristin B Frycz
Associate Financial Representative
Kristin has been with Northwestern Mutual for over 15 years and joined Altius Wealth in 2023 as an Associate Financial Representative. Kristin holds her Life and Health licenses with the state of North Carolina and works with clients to help manage new and existing insurance business.
Kristin grew up in the Triangle area and graduated from UNC-Chapel Hill. In her spare time, she enjoys being with her husband Mike and son Taylor and their dog, Finley. She loves traveling, reading, art, decorating, and cheering on the Tar Heels.
My Collegues
As a Financial Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business.

Jen Torrey
CFP®, CLU®, RICP®
Founder & Wealth Management Advisor
We put the same thought and care behind each client's experience that we would provide to our own families. Our team is dedicated to providing exceptional wealth management services by forming partnerships built on trust, understanding and thoughtful advice.