WHO WE ARE
Nathan William Kohuth, CFP®, RICP®
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
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 J. Ray
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
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.
Delaney Robinson
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.