Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

WHO WE ARE

 
Nathan William Kohuth

Nathan William Kohuth, CFP®, RICP®

Associate Wealth Management Advisor
Office 919-899-3763
Mobile 724-331-7912

Nathan joined Northwestern Mutual in 2012 in Fairfax, VA before moving to Raleigh, NC in January 2014 to join Lesley Day's team. Nathan specializes in comprehensive planning that helps clients find clarity and peace of mind by preparing them for retirement. Nathan will be the advisor beside you at your planning table acting as your accountability partner.

Nathan graduated from George Mason with a bachelor's degree in accounting and a minor in economics. He holds his life, health, Series 7 and Series 66 licenses. He also holds his Certified Financial Planner and Retirement Income Certified Professional designations.

 
Alex Brese

Alex Brese

Associate Financial Representative
Office 919-755-3285

As Associate Financial Representative, Alex is responsible for helping clients with planning and investments. He helps put the plan together and helps clients implement any recommendations that come from the plan.

 
Kirstin Janee Ray

Kirstin Janee Ray

Director of Client Services
Office 919-899-3763

As Director of Client Services, Kirstin is responsible for scheduling appointments, office administration, event planning, and assisting with client inquiries. She is the coordinator of all calendars and helps develop and execute the marketing plan.

 

Wendy N Massey

Director of New Business and Communications
Office 919-834-7772

As Director of New Business and Communications, Wendy will be your point of contact for your insurance needs. Wendy will guide you through the underwriting process with ease and be your advocate with the underwriting team while providing the high level of service our clients expect.

 
Ellen E Barber

Ellen E Barber

Director of Marketing
Office 919-755-3285

As Director of Marketing, Ellen is responsible for making sure our clients are well taken care of. She coordinates all client events, client service, manages the marketing plan and works diligently to ensure our team provides the high level of service our clients expect.

 

Delaney Robinson

Client Service Representative
Office 919-834-7772

Starting on the team as an intern in 2018, Delaney has assisted in all areas of the business.  Graduating from North Carolina State Univeristiy in May 2020, she joined the team as Client Service Representative.  She assists with marketing projects, scheduling, office administration and everything in between.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck