Putting
people first.
Get to know our leadership team
Leadership at the Athens office is dedicated to doing good for our clients, employees and community.
Sam joined Northwestern Mutual in 2012. He was born and raised in Athens, where he currently serves as the Managing Director for the Athens District Office. Sam spends time working with his personal clients as a Financial Advisor and spends time developing and coaching new advisors in our firm. Sam graduated...
Sam joined Northwestern Mutual in 2012. He was born and raised in Athens, where he currently serves as the Managing Director for the Athens District Office. Sam spends time working with his personal clients as a Financial Advisor and spends time developing and coaching new advisors in our firm. Sam graduated from the University of Georgia, where he was a member of Sigma Alpha Epsilon fraternity. He enjoys playing golf, hunting, fishing, and spending time with his family.
Trey grew up in Snellville, GA. After attending UGA he settled down in Watkinsville with his high school sweetheart, Katie, and wife of 9 years! They have 3 boys – Powell, Clayton, & Beau. Trey enjoys helping his clients establish a financial plan and encouraging people to live abundantly! He spends his free...
Trey grew up in Snellville, GA. After attending UGA he settled down in Watkinsville with his high school sweetheart, Katie, and wife of 9 years! They have 3 boys – Powell, Clayton, & Beau. Trey enjoys helping his clients establish a financial plan and encouraging people to live abundantly! He spends his free time with his family, cheering on the Dawgs, and enjoying the great outdoors.
Marcus grew up in Watkinsville, GA, and has been in the financial services industry ever since graduating from Morehouse College in 2015. He currently serves as an Army Officer in the Georgia National Guard, and lives in the Athens area with his wife Camaryn and daughter Kennedy. Marcus helps his clients develop...
Marcus grew up in Watkinsville, GA, and has been in the financial services industry ever since graduating from Morehouse College in 2015. He currently serves as an Army Officer in the Georgia National Guard, and lives in the Athens area with his wife Camaryn and daughter Kennedy. Marcus helps his clients develop comprehensive financial plans to meet both their short & long term goals.
