Putting
people first.
Get to know our leadership team
Leadership at the Mount Pleasant office is dedicated to doing good for our clients, employees and community.
A South Carolina native, I built my financial planning practice in Charlotte, NC for over a decade and recently relocated to Charleston with my wife McKensie. My team and I focus on providing financial confidence to the families and businesses we serve by aligning great intention with action. Our goal is to help...
A South Carolina native, I built my financial planning practice in Charlotte, NC for over a decade and recently relocated to Charleston with my wife McKensie. My team and I focus on providing financial confidence to the families and businesses we serve by aligning great intention with action. Our goal is to help reduce financial stress so you can focus on what matters most to you.
A 20-year U.S. Navy veteran and native of Lexington, SC, Michael has been with NM since May 2019. Michael is a graduate of the University of South Carolina. He is an active member of the Daniel Island Rotary Club, UofSC myCarolina Veterans Alumni Council, and President of the Coastal Crisis Chaplaincy Board...
A 20-year U.S. Navy veteran and native of Lexington, SC, Michael has been with NM since May 2019. Michael is a graduate of the University of South Carolina. He is an active member of the Daniel Island Rotary Club, UofSC myCarolina Veterans Alumni Council, and President of the Coastal Crisis Chaplaincy Board of Directors.
Martim has been a part of the Low-country community for the past 7 years. An alumni of the College of Charleston, Martim’s passion for people is what attracted him to the financial planning industry. His belief that everyone deserves an opportunity to be financially secure drives his motivation to help as many...
Martim has been a part of the Low-country community for the past 7 years. An alumni of the College of Charleston, Martim’s passion for people is what attracted him to the financial planning industry. His belief that everyone deserves an opportunity to be financially secure drives his motivation to help as many people as he can. Martim specializes in working with young families and business owners
I specialize in designing comprehensive financial plans and building long-term relationships with successful professionals. My goal is to reduce financial stress so you can focus on what matters most to you.
Patrick Smith
Director of Development
Patrick joined Northwestern Mutual as the Director of Development for the Charleston area in November of 2019. He has an extensive background in sales and business development and is licensed in health and life insurance. Patrick's primary responsibilities include implementing training, development strategies,...
Patrick joined Northwestern Mutual as the Director of Development for the Charleston area in November of 2019. He has an extensive background in sales and business development and is licensed in health and life insurance. Patrick's primary responsibilities include implementing training, development strategies, and programs to drive success. Originally from Marietta, Georgia, Patrick graduated from Kennesaw State University with a Bachelors of Science in Sports Management. He moved to Mount Pleasant in December of 2017 where he was a Corporate Executive for the South Carolina Stingrays. In his spare time, Patrick enjoys fishing, playing sports, and living the lowcountry lifestyle.
Alexa Martens
Director of Selection
Alexa graduated from the University of St. Francis in Joliet, IL (where she is from) with a Masters Degree in Business Management. Alexa currently oversees the search and selection of professionals in the Northwestern network for coastal South Carolina. She has been a resident of Charleston since 2013 and loves...
Alexa graduated from the University of St. Francis in Joliet, IL (where she is from) with a Masters Degree in Business Management. Alexa currently oversees the search and selection of professionals in the Northwestern network for coastal South Carolina. She has been a resident of Charleston since 2013 and loves the lifestyle Charleston has to offer. In her off time, Alexa enjoys visiting the beaches, spending time with her husband, Mike, and their two dogs, as well as exploring the outdoors in the Low Country.