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.

If you need to schedule an appointment, please contact Stacy Shadrick at (205) 835-9755 or at stacy.shadrick@nm.com. She will respond promptly.

Photo of Director of Operations and Client Service Kara Lumpkin

Kara Lumpkin

Director of Operations and Client Service

Kara joined Samantha’s team in 2017. She is a graduate of the University of West Georgia where she earned her degree in Psychology. Kara builds and maintains comprehensive plans tailored to fit your individual needs. She holds her Series 6 and 63 securities licenses, state life and health insurance licenses, long term care license, and annuities license. Kara will be your primary contact for any needs related to the financial planning process.

 

In her spare time, she enjoys spending time outdoors and exploring new places with her husband, Ben, and son, Ezra. Her favorite place that she has visited in the US so far is Zion National Park.

Photo of Marketing and Client Service Associate Mica Beesley

Mica Beesley

Marketing and Client Service Associate

Mica joined Samantha’s team in February of 2023. She is a graduate of the University of Illinois where she earned her degree in Communications while playing Division 1 volleyball. Prior to joining Samantha's team, she competed overseas in Spain as a professional volleyball player. She currently holds life and health insurance licenses and long term care license. In Mica's spare time she enjoys being with family and friends, exploring her new home state of Georgia, and playing volleyball.

Photo of Chief Marketing Officer Dianne Kaseta

Dianne Kaseta

Chief Marketing Officer

Photo of Investment Operations Associate Joseph Johnsick

Joseph Johnsick

Investment Operations Associate

With more than a decade in the industry, Joe has expertise in several areas of the business, including financial planning and investment management.

Joe joined Fidelity as a financial representative a couple years after graduating high school. In 2016, with the goal of building more personal client relationships, he joined a Northwestern Mutual practice as an Associate Financial Advisor. Since then, he has grown and developed his role within Northwestern Mutual, joining our team as an Associate Wealth Management Advisor in 2024.

Joe was born and raised in New Hampshire and lives in Hampton, Virginia, with his fiancé Sara. He has a son named Oliver, a soon-to-be stepdaughter, Kiely, and a crazy-but-lovable dog, Nala. On the weekends, Joe and Sara enjoy hosting their friends or spending a quiet night in, and when they do go out, they’re usually exploring a new brewery. They also bike to the water nearly every day with Kiely, taking advantage of their three-block trek to the ocean.

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.

Photo of CEO, Partner and Private Wealth Advisor Justin Neal

Justin Neal

CFP®, MSFS, ChFC®, CLU®, CASL®

CEO, Partner and Private Wealth Advisor

Success for me is giving my life away into relationships of purpose. It is a privilege to serve people who want to find clarity and confidence when the world seems to only offer challenges. Since 2002, I have gained wisdom by walking alongside successful people and partnering with them to align their financial resources and future capacities with the people they love and the purpose they have.
Photo of Wealth Management Advisor Chad Harlan

Chad Harlan

CFP®, CLU®

Wealth Management Advisor

Photo of Private Wealth Advisor and Co-Founder F. Mackey Schneider

F. Mackey Schneider

CFA®, MBA

Private Wealth Advisor and Co-Founder

Photo of Private Wealth Advisor Mike F Campbell III

Mike F Campbell III

MSFS

Private Wealth Advisor

Since joining Northwestern Mutual in 1995, the mission of Mike Campbell’s team has been to guide business owners, professionals and families toward a successful realization of their financial security. Mike’s team of expert staff and network specialists have accomplished this mission repeatedly through respected and enduring client relationships.

Photo of Wealth Management Advisor Jeffrey S Lantz

Jeffrey S Lantz

CLU®, ChFC®

Wealth Management Advisor

Photo of Financial Advisor John M White

John M White

Financial Advisor

When I began my career, I quickly learned it is imperative to have a tangible vision to formulate a strategy for success. We provide our clients with the insight, objectives, and methods necessary to pinpoint their visions and propel their futures forward. Working almost exclusively with business owners, my philosophy is to help each entrepreneur execute beyond what they believe is possible.
Photo of Founder Rebecca L Bast

Rebecca L Bast

CLU®, ChFC®

Founder

We understand the definition of financial security varies from family to family, as well as from person to person. We strive to truly understand our clients and work hard to build meaningful relationships with them. Between our team's knowledge and integrity, our clients have come to realize that we are looking out for their best interest. You've got financial goals. We'll help you achieve them!
Photo of Wealth Management Advisor Scott Jeffries

Scott Jeffries

CLU®, CFP®, ChSNC®

Wealth Management Advisor