Putting
people first.
Get to know our leadership team
Leadership at the Charlotte office is dedicated to doing good for our clients, employees and community.
Richard Worrell
CLU®, CFP®
Managing Partner
Richard received a bachelor’s degree in business administration from UNC Chapel Hill. Before joining Northwestern Mutual in 1997, he served in the United States Marine Corps as an Intelligence Analyst. Richard is the youngest recipient in Northwestern Mutual history of the Master Agent Achievement Award, a lifetime...
Richard received a bachelor’s degree in business administration from UNC Chapel Hill. Before joining Northwestern Mutual in 1997, he served in the United States Marine Corps as an Intelligence Analyst. Richard is the youngest recipient in Northwestern Mutual history of the Master Agent Achievement Award, a lifetime MDRT member and qualified for the Northwestern Mutual Forum for 12 consecutive years. He received the 2010 Northwestern Mutual Community Impact Award for his work with Easter Seals/UCP and the 2019 Northwestern Mutual Community Service Award in recognition of his work with the Veterans Bridge Home. Richard is passionate about helping veterans transition to the civilian world, and currently serves on the board of the Veterans Bridge Home, as well as Island Dolphin Care, an organization that provides therapy care for children and veterans. He is a recipient of the Charlotte Business Journal’s 40 Under 40 Award and a member of the Charlotte Estate Planning Council.
Chrys grew up in Florence, SC, and earned a BA in Business and Finance from the University of South Carolina. He began his financial advisory and planning business in Charlotte, NC, and then transitioned he and his family to Mount Pleasant, SC in 2018. He aims to continue building his firm with a focus on empowering...
Chrys grew up in Florence, SC, and earned a BA in Business and Finance from the University of South Carolina. He began his financial advisory and planning business in Charlotte, NC, and then transitioned he and his family to Mount Pleasant, SC in 2018. He aims to continue building his firm with a focus on empowering people to make great financial decisions so they can balance living well and saving for the future. Chrys seeks to impact the community through helping his clients and volunteering/supporting charitable causes throughout the Lowcountry. He serves on the board for The First Tee Greater Charleston as it connects his passion for helping serve the needs of children with his personal passion of golf. In his spare time, Chrys enjoys golfing, boating, going to the beach, and exploring the dining scene in Charleston. His greatest passion includes spending quality time with his wife, McKensie, and daughter, Lennox. He and his family live in Mount Pleasant with their dog, Sallie.
One of the best parts of my job is working closely with individuals, families, and business owners to develop plans that provide structure into their financial lives. As a family man, I understand the importance of planning for both today and tomorrow. Let me and my team help you get on the path to financial...
One of the best parts of my job is working closely with individuals, families, and business owners to develop plans that provide structure into their financial lives. As a family man, I understand the importance of planning for both today and tomorrow. Let me and my team help you get on the path to financial success today.
Jay joined Northwestern Mutual in 1996 after graduating from Wake Forest University. Jay became the Managing Director of the Winston-Salem District Office in 2012. Jay is a current Court of the Table and lifetime qualifying member of the Million Dollar Round Table. Jay is a past qualifier for Northwestern Mutual’s...
Jay joined Northwestern Mutual in 1996 after graduating from Wake Forest University. Jay became the Managing Director of the Winston-Salem District Office in 2012. Jay is a current Court of the Table and lifetime qualifying member of the Million Dollar Round Table. Jay is a past qualifier for Northwestern Mutual’s FORUM and qualified for OARS in 2021. OARS recognizes both a high level of district office growth and personal practice production. Jay is a past board member of the Mental Health Association of Forsyth County, member of the United Way Capital Campaign, and the former finance chair at Centenary United Methodist Church. Jay has been married to Kimberly for 18 years has two children, Gracie and Jack. Jay enjoys spending time with his family, playing golf and following Wake Forest sports.
John is originally from Michigan and is a University of Kansas graduate. He began his career with Northwestern Mutual in Greenville, South Carolina, in 2004 and was appointed Managing Director in 2010. In 2021, his office of 44 advisors and 45 associates produced $6.7 million of premium. John has achieved MDRT...
John is originally from Michigan and is a University of Kansas graduate. He began his career with Northwestern Mutual in Greenville, South Carolina, in 2004 and was appointed Managing Director in 2010. In 2021, his office of 44 advisors and 45 associates produced $6.7 million of premium. John has achieved MDRT his first year in the business and every year since, writing 100+ lives during his first 10 years in the business. John is passionate about his involvement in the community having served as a member on the Board of Directors and former chair of the Tocqueville Society for United Way of Greenville County, the past president of Greenville Estate Planning Council, a former executive member of the American Heart Association’s Heart Ball and the past president of Northwestern Mutual’s Managing Directors Association. In 2014, John was awarded the Community Service Award by the Northwestern Mutual Foundation for his work with the Center for Developmental Services.
Kevin is the advisor you can trust. He has an insatiable drive to know everything about finance and bring financial sustainability to as many people as possible. He began his career with Northwestern Mutual in 2012 as part of the New York/New Jersey apprenticeship. Kevin received his B.S. in Finance from the...
Kevin is the advisor you can trust. He has an insatiable drive to know everything about finance and bring financial sustainability to as many people as possible. He began his career with Northwestern Mutual in 2012 as part of the New York/New Jersey apprenticeship. Kevin received his B.S. in Finance from the University of West Virginia, Series 7 & 66, ChFC®, CLU®, and became a CERTIFIED FINANCIAL PLANNER™ professional all before age 30. He has since achieved the designation of Retirement Income Certified Professional, RICP® and has grown his practice to one of the top wealth advisory firms in Charlotte. In 2022, Kevin took on the additional role of Managing Director for the Charlotte office so he could share his experience and knowledge with Charlotte’s best up-and-coming advisors. Kevin is married to Samantha, and they have a beautiful daughter, Sophia. The Salazar’s live in the Cotswold neighborhood in Charlotte, and they support their communities in many ways.
Jennifer started her career in healthcare leadership and continued in that field for 14+ years. Her last role within the healthcare leadership area was with Mission Health System as the director for several occupational medicine and chronic disease clinics across Western North Carolina. She holds a master’s...
Jennifer started her career in healthcare leadership and continued in that field for 14+ years. Her last role within the healthcare leadership area was with Mission Health System as the director for several occupational medicine and chronic disease clinics across Western North Carolina. She holds a master’s degree in management and leadership. Jennifer is an Asheville transplant, having grown up in St. Petersburg, FL. She moved to Asheville, NC in 2014 with her husband Kevin and their son, Christopher. Jennifer has a passion for leading and developing others and when not working she enjoys spending time with friends and family, enjoying the outdoors, camping, listening to live music and taking in the beauty of the mountains.
Gabe is a native of Georgia but has loved living in Winston-Salem since arriving on campus at Wake Forest in 2008. Gabe is a graduate of Wake Forest University and a former member of the Varsity Football team. As the sixth of eight children, family is very important to him. Gabe is married to Abby and they have...
Gabe is a native of Georgia but has loved living in Winston-Salem since arriving on campus at Wake Forest in 2008. Gabe is a graduate of Wake Forest University and a former member of the Varsity Football team. As the sixth of eight children, family is very important to him. Gabe is married to Abby and they have 3 children: Emery, Sarah, and Judah. They met at Wake Forest and enjoy cheering on the Deacs together as a family! They are actively involved in their church, Salem Chapel, and enjoy traveling and hanging out with friends in Winston. Gabe has been with Northwestern Mutual since 2012 and desires to enable everyone he meets to care well for their families through strategic holistic planning. Gabe’s passion is building lifelong, intimate relationships with clients and seeing the incredible financial security and impact that is created throughout the journey together.
Nate is a Growth and Development Director in the Greenville office. Raised in the Colorado Rockies, he and his family relocated to the Upstate in 2021. Nate has been a Financial Advisor with Northwestern Mutual since 2014. Having found value in financial planning as a young adult, he loves the opportunity to add...
Nate is a Growth and Development Director in the Greenville office. Raised in the Colorado Rockies, he and his family relocated to the Upstate in 2021. Nate has been a Financial Advisor with Northwestern Mutual since 2014. Having found value in financial planning as a young adult, he loves the opportunity to add value to his clients through creative planning for every season of life. Nate specializes in strategic planning in the military marketplace and closely held businesses. He and his wife, Sasha, have 3 kids and have fallen in love with the southern lifestyle. When not in the office, he can be found cruising around in his 1968 corvette, helping his wife finish DIY projects, and developing their new multigenerational ranch in Woodruff, SC.
Drew Stevens is a Wealth Management Advisor for Northwestern Mutual and a partner in G3 Wealth Advisors. He graduated with honors from the University of South Carolina in 2010 as a double major in Corporate Finance, and Insurance/Risk Management. He’s board certified in financial planning, he’s a retirement...
Drew Stevens is a Wealth Management Advisor for Northwestern Mutual and a partner in G3 Wealth Advisors. He graduated with honors from the University of South Carolina in 2010 as a double major in Corporate Finance, and Insurance/Risk Management. He’s board certified in financial planning, he’s a retirement income certified planner, and is working on another designation. Drew is very involved in the Columbia community and works with several non profits on a weekly basis. In 2017 Drew was named by the Columbia Metropolitan as one Columbia's 'Top Ten Young Professionals'. In his spare time, he may be found teaching through Junior Achievement, sorting clothes with the Salvation Army, stocking shelves at Harvest Hope, serving food at Transitions recovery center, or looking for his lost ball on a golf course.
Originally from Chicago, Illinois, Tony relocated to the Upstate of South Carolina 8 years ago. He and his wife, Courtney, have 4 children and enjoy going on trips together to the mountains and beaches nearby and watching Chicago Bears football. When he's not hanging with family, he enjoys running half marathons...
Originally from Chicago, Illinois, Tony relocated to the Upstate of South Carolina 8 years ago. He and his wife, Courtney, have 4 children and enjoy going on trips together to the mountains and beaches nearby and watching Chicago Bears football. When he's not hanging with family, he enjoys running half marathons and playing golf. In addition to building his financial planning practice, he gets to seek out and recruit top professionals to join our all-star team in the upstate of South Carolina. He also serves in a leadership role where he has the opportunity to select, mentor and train new financial representatives who are interested in the business by teaching them how to run a business, be professional, and reach for their dreams! Since joining Northwestern Mutual, he has developed a specialty working with physicians, dentists, business owners, and families.
J.T. is from the Atlanta area and has a B.S. in Economics. He worked in college ministry for 5 years after graduation and began at Northwestern Mutual in 2017. J.T. is passionate about helping his clients steward their financial resources to maximize the impact on their family, community, and passions important...
J.T. is from the Atlanta area and has a B.S. in Economics. He worked in college ministry for 5 years after graduation and began at Northwestern Mutual in 2017. J.T. is passionate about helping his clients steward their financial resources to maximize the impact on their family, community, and passions important to them. J.T. is married to Emily and has 2 children.
Gabe is joining our team with nearly 20 years of experience in the financial services industry. He has held many prominent leadership positions over his career including Managing Director and Vice President for a peer industry company and has consistently been recognized with prestigious industry accolades and...
Gabe is joining our team with nearly 20 years of experience in the financial services industry. He has held many prominent leadership positions over his career including Managing Director and Vice President for a peer industry company and has consistently been recognized with prestigious industry accolades and is a perennial Million Dollar Round Table qualifier. Gabe is incredibly passionate about the work we do each day and enjoys mentoring new advisors and helping build out successful teams within an organization, all while continuing to serve and grow his nationwide client base. Now, as part of our leadership team, Gabe will continue to serve clients as a Financial Advisor and Wealth Manager, while helping to build and develop our Charleston team as a GDD. We are so excited to add his leadership, experience, and passion for the industry to our growing team and cannot wait to see all he will undoubtedly accomplish!
My mission is to professionally serve the community by helping clients have a profound financial impact on their future and the future of their loved ones. As a Greenville native, I enjoy working with families to help identify their individual goals, take action on the important steps and create a customized...
My mission is to professionally serve the community by helping clients have a profound financial impact on their future and the future of their loved ones. As a Greenville native, I enjoy working with families to help identify their individual goals, take action on the important steps and create a customized plan for success.
Grew up in Cleveland Ohio, went to Ohio State and got my finance degree. Started as an intern in Columbus in 2016. Went full time at the end of 2017 and did my first 40 and second 60. My girlfriend and I moved to Charlotte in June of 2022 to be closer to my family. I have built a financial planning practice...
Grew up in Cleveland Ohio, went to Ohio State and got my finance degree. Started as an intern in Columbus in 2016. Went full time at the end of 2017 and did my first 40 and second 60. My girlfriend and I moved to Charlotte in June of 2022 to be closer to my family. I have built a financial planning practice around medical professionals and sales professionals. Working in the newly married and family planning space. Ended this awards year with over 240 lives, 100 new clients and $470k of premium, qualifying for lives leader summit and top 100 new clients and top 100 lives in the company.
As a former Olympic Gold Medalist, I know firsthand the importance of setting goals and working towards achieving them. As a financial advisor, I help leaders in their industries and business owners over the long term take hold of their future financial selves by aligning their goals and dreams with their financial...
As a former Olympic Gold Medalist, I know firsthand the importance of setting goals and working towards achieving them. As a financial advisor, I help leaders in their industries and business owners over the long term take hold of their future financial selves by aligning their goals and dreams with their financial behavior.
Austin is originally from Maryland and grew up in Pennsylvania. He attended the University of Mary Washington majoring in Business Administration and was a member of their NCAA golf team. In 2019, Austin joined Northwestern Mutual in Pittsburgh as an intern before moving to Charlotte in 2020. His team delivers...
Austin is originally from Maryland and grew up in Pennsylvania. He attended the University of Mary Washington majoring in Business Administration and was a member of their NCAA golf team. In 2019, Austin joined Northwestern Mutual in Pittsburgh as an intern before moving to Charlotte in 2020. His team delivers a holistic financial plan using a range of financial products and services to help clients achieve goals faster. Outside of work, he enjoys golf, reading, and traveling.
I joined Northwestern Mutual in 2018 as a college intern from Clemson University. At Clemson, I was a member of the wall street investment club, SAAC committee and the track and field team. I graduated Magna Cum Laude in financial management and an All-ACC academic achievement recipient. I am a MDRT qualifier...
I joined Northwestern Mutual in 2018 as a college intern from Clemson University. At Clemson, I was a member of the wall street investment club, SAAC committee and the track and field team. I graduated Magna Cum Laude in financial management and an All-ACC academic achievement recipient. I am a MDRT qualifier and college unit director in our south park office. Original from rock hill, South Carolina .