Putting
people first.
Get to know our leadership team
Leadership at the Dayton office is dedicated to doing good for our clients, employees and community.
Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves...
Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves money tax efficiently to see your goals become reality.
Carlina Figueroa
Director of Recruitment
Carlina’s background in Human Resources allows her the opportunity to develop recruitment strategies, implement leadership programs, and identify new ways to engage advisors and staff at Northwestern Mutual. Carlina is very active and committed to serving the Dayton community. She was awarded WiBN Women to Watch...
Carlina’s background in Human Resources allows her the opportunity to develop recruitment strategies, implement leadership programs, and identify new ways to engage advisors and staff at Northwestern Mutual. Carlina is very active and committed to serving the Dayton community. She was awarded WiBN Women to Watch (2023); Dayton Business Journal’s 40 Under 40 (2022); and Leadership Dayton class of 2022. She holds leadership roles including sitting on the board for the Artemis Center for domestic violence; executive team for the Junior League of Dayton; and also serves on the Governance committee for the Dayton Children’s Foundation and the Board Development committee for the Girl Scouts of Western Ohio. Carlina received her bachelor’s degree in political science from Christopher Newport University in Virginia, her master’s degree in human resource development from The George Washington University in D.C., and also holds a Senior Professional in Human Resources (SPHR) certification.
Autumn Poovey
Director of Recruitment
As Director of Recruitment at NM, I know how important it is to have great people on our team. We are continuing to expand our team of dynamic individuals who want to help others and better their community through financial advising. I am passionate about connecting the right people to the right opportunities...
As Director of Recruitment at NM, I know how important it is to have great people on our team. We are continuing to expand our team of dynamic individuals who want to help others and better their community through financial advising. I am passionate about connecting the right people to the right opportunities and helping them realize their own potential. It is thrilling for me to place someone in a role that is both rewarding for them and by extension brings incredible value for people and families in our community and beyond.
I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building y...
I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building yours!
We serve families and businesses seeking financial security. Our financial planning approach is simple; we work to understand client's goals, develop a plan to eliminate risks, optimize cash flow, and grow wealth towards goals, and encourage clients to live their best life. There is no greater impact we can...
We serve families and businesses seeking financial security. Our financial planning approach is simple; we work to understand client's goals, develop a plan to eliminate risks, optimize cash flow, and grow wealth towards goals, and encourage clients to live their best life. There is no greater impact we can have on one's life, then to provide vision and clarity for their future.
Elliot grew up in the Dayton area and believes in working in the community. He currently serves on the Valley View school board and volunteers with many other Dayton organizations. Elliot is married to his wonderful wife, Laura, and they have four daughters. Elliot enjoys spending time outdoors with his family...
Elliot grew up in the Dayton area and believes in working in the community. He currently serves on the Valley View school board and volunteers with many other Dayton organizations. Elliot is married to his wonderful wife, Laura, and they have four daughters. Elliot enjoys spending time outdoors with his family skiing, golfing, and attending his children’s sporting events.
As a CETIFIED FINANCIAL PLANNER™, Elizabeth has spent her career impacting the lives of many but with an intentional focus on women professionals. She believes in creating a balanced planning approach of saving for the future but also living life today and partners with clients to create a life by design. Elizabeth...
As a CETIFIED FINANCIAL PLANNER™, Elizabeth has spent her career impacting the lives of many but with an intentional focus on women professionals. She believes in creating a balanced planning approach of saving for the future but also living life today and partners with clients to create a life by design. Elizabeth has served as a member of the Women’s Leadership Program for Northwestern Mutual and strives to make financial planning an important focus for all women. Let our team help you turn your dreams into plans.
Working together, I can help you, your family and your business identify your financial goals to help you prepare for the future and help protect you if life takes an unexpected turn. Your financial goals change as often as your life does and sometimes it’s challenging to take that first step to get you started....
Working together, I can help you, your family and your business identify your financial goals to help you prepare for the future and help protect you if life takes an unexpected turn. Your financial goals change as often as your life does and sometimes it’s challenging to take that first step to get you started. I love helping my clients take that first step to achieve financial security.
Lauren Grace
Director of Campus Recruitment
In 2016 David began an internship as a financial advisor with Northwestern Mutual where twice he was recognized as one of the nation’s top 20 interns. After a successful internship experience, David joined NM – Dayton as a full-time advisor in 2020 with the purpose of improving lives by clarifying values and...
In 2016 David began an internship as a financial advisor with Northwestern Mutual where twice he was recognized as one of the nation’s top 20 interns. After a successful internship experience, David joined NM – Dayton as a full-time advisor in 2020 with the purpose of improving lives by clarifying values and aligning actions. As a Financial Advisor, David is passionate about building meaningful relationships with his clients all while helping them purse and achieve their most important personal, professional, and charitable goals. Personally, David is an active member in his community and believes strongly in giving back. He serves on the Dayton Foundation’s African American Community Fund - Grants Committee, the local Big Brothers Big Sisters Associate Board, and most recently as a board member with Sunlight Village. David currently resides in downtown Dayton and when he’s not in the office he spends his time exercising, cooking new cuisines, and traveling abroad.
Allison Bigley
Director of Operations
Allison is the Director of District Operations at Northwestern Mutual-Dayton, and has been with NM since she began at the Cincinnati office in 2012. In her role, she provides financial and operational support to the office personnel and financial advisors in their mission to make Dayton the most financially secure...
Allison is the Director of District Operations at Northwestern Mutual-Dayton, and has been with NM since she began at the Cincinnati office in 2012. In her role, she provides financial and operational support to the office personnel and financial advisors in their mission to make Dayton the most financially secure region in the nation. She and her family happily reside in Centerville.
Jordan Roberson
Operations Associate
Jordan Roberson is our District Operations Associate. From the Cincinnati area, what drives her is communication and building meaningful relationships. She enjoys supporting our firm and implementing unique initiatives with efforts to connect and grow within the Dayton & West Chester communities.