Our specialized firm offers a wide array of knowledge and experience.
Marty has been with Northwestern Mutual since 2008. A graduate of Davidson college, Marty received a Bachelor of Arts degree in Political Science. Marty has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) professional and Chartered Life Underwriter designations. He also holds his Series 7, and 63 securities registrations as well as his Life and Health insurance license. As a Wealth Management Advisor, Marty serves his clients through true holistic financial planning and counseling.
Marty currently resides in Charlotte, NC with his wife, Heather, their children, Prentiss, and Dryden, and their two dogs and cat. In his free time, Marty can be found golfing or following college basketball. He is also actively involved with Charlotte SouthPark Rotary and Ada Jenkins Center.
How can Marty help you?
- Financial planning
Eric has been with Northwestern Mutual since 2007. A graduate of both Syracuse University and New York University (NYU), Eric respectively received a Bachelor of Science in Finance and a Master's in Business Administration (MBA) with a concentration in Finance and Economics. Eric has earned the Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Chartered Life Underwriter (CLU®) designations. He also holds his Series 7, 63, and 65 securities registrations, as well as his Life and Health insurance license. As a Wealth Management Advisor, Eric serves his clients through true holistic financial planning and counseling.
Eric currently resides in Charlotte, NC with his wife, Joanna, and their children Jared, Evan, and Joshua. Eric is a member of the Board of Directors for the Leon and Sandra Levine Jewish Community Center. He currently serves as the Board Treasurer, leads the Finance Committee, and is a member of the Personnel Committee and the Executive Board. Eric also serves on the Board of Directors and Finance Committee for the Foundation of Shalom Park. In his free time Eric also enjoys spending time with family and friends, travel, and attending and watching sports related to Syracuse University, the Carolina Panthers, the Charlotte Hornets, and the Washington Capitals.
How can Eric help you?
- Financial planning
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), FINRA Series, 6, 7 and 63, B.S. Finance, M.B.A. Jim began with Northwestern Mutual in 2010. Since 2014, he has also been an advisor with the Northwestern Mutual Wealth Management Company. Jim has built a wealth management team that focuses on long term relationships built on integrity, knowledge, and commitment. Jim’s goal as a Wealth Management Advisor is to help people define, build, and enjoy prosperous lives, and customize financial plans that allow clients to hit their personal goals.
Jim and his wife Sheila, and their 3 children, reside in Weddington, North Carolina. The McManus family is loyal to the Washington DC sports teams, having spent many decades in the area, prior to moving to Charlotte in 2006. Community involvement through teaching, coaching, mentoring, has long been an important part of the family’s lives.
Clay has been with Northwestern Mutual since 2019 where he started on Marty Burch’s team. A graduate of Davidson College, Clay received his Bachelor of Arts degree in Economics. He holds his Series 7, and 63 securities registrations as well as his Life and Health insurance license. As Associate Wealth Management Advisor, Clay helps oversee and update clients' financial plans and investment portfolios.
Clay currently resides in Charlotte, NC. In his free time Clay enjoys golfing, traveling, going to breweries, and attending Checkers and Knights games.
How can Clay Help you?
- Build and update financial plans
- Review portfolios and provide market updates
- Provide feedback and analysis on performance reporting
- Discuss specific security selection and analysis
John has been at Northwestern Mutual since 2021 where he began on Jim McManus’s team. He holds his Series 7 and 63 securities registrations, his Life and Health Insurance License. He is a native of Hilton Head Island and a Graduate of Queens University of Charlotte where he received his Bachelor of Arts degree in Business Administration focusing in Accounting. As an Associate Wealth Management Advisor, John works directly with clients to prepare them for upcoming strategic planning meetings.
John currently resides in Charlotte, NC. He is an avid Carolina Hurricanes fan and can be found traveling to Raleigh in support of them. When he can’t make the games, he can be found at the gym, grilling out pool side, or researching stocks for his own portfolio.
How can John help you?
- Assist you in preparing for upcoming strategic planning meetings
- Provide updates on performance reports
- Assist you in building and updating your personal financial plans
Melanie is an Associate Wealth Management Advisor and has been affiliated with Northwestern Mutual since 2015. She started as a Financial Representative intern while attending the University of South Carolina. After receiving her bachelor’s degree in insurance and risk management from the Darla Moore School of Business, she started with Eric Wisotsky’s team in 2016. Melanie holds her insurance licenses for Life and Health insurance, along with her Series 6, Series 7, and Series 63.
Melanie currently lives in Richmond, Virginia. She enjoys going to breweries, taking her dogs to the river, and exploring the outdoors.
How can Melanie help you?
- Assists with the design and coordination of customized financial plans
- Helps with the implementation of insurance and investment solutions
- Supports with Policy Owner Services
- Helps maintain client relationships
Sam is an Associate Financial Representative and has been affiliated with Northwestern Mutual since 2020. He started his career as a Financial Advisor in 2012 after receiving his bachelor’s degree in Business from Bellarmine University. He started with Eric Wisotsky’s team in 2021 and brings a wealth of experience from the employer benefits industry. Sam holds his insurance licenses for Life and Health insurance, along with his Series 7, Series 66 and SIE. He works closely with Eric building business, delivering customized financial plans, implementation of insurance and investment solutions, and client relations.
Sam currently lives in Charlotte, North Carolina. He enjoys baseball, bicycling, and grilling out with family and friends.
How can Sam Help you?
- Build and update financial plans
- Review and Update Goals
- Review portfolios and provide analysis
- Provide feedback and analysis on Risk Management
- Discuss specific security selection and analysis
Becky has been with Northwestern Mutual since 2009 and joined our team in 2017. She graduated from CCSU (Central Connecticut State University), holds her Life & Health license, and as Associate Financial Representative, her primary focus is investment services & client relations.
Although a Connecticut native, she now lives in Charlotte with her husband, Cody, their children, Madelyn & Carson, and their 2 dogs. Outside the office, Becky enjoys cheering on her children in their various sports, traveling, and attending Panthers & Checkers games.
How can Becky help you?
- Set up & service all new & existing investment accounts
- Set up ACH & process
- Process distributions
Maryann has been with Northwestern Mutual since 1997. She later joined Marty Burch’s team in 2007. As director of Insurance Operations and Client Services, she manages our New Business and Policy Owner Services Department, and helps expedite underwriting requirements and client relations.
Maryann currently resides in Little River, SC with her husband Frank. In January of 2015, Maryann was diagnosed with Stage 4 Metastatic Breast Cancer. We are extremely happy to report that there is no evidence of disease currently. In her free time, Maryann and her husband Frank are enjoying life and spending time with their two granddaughters in Charlotte and traveling to Pasadena CA to spend time with their new grandson.
How can Maryann help you?
- General insurance application and policy questions
- Provide feedback on underwriting process
- Questions about insurance billing
Katelyn Shelton started with Northwestern Mutual in August of 2020. Previously, Katelyn worked in the natural stone industry where she discovered her passion for design. After a family health scare, Katelyn realized the importance in having a plan in place. She soon found a new passion in helping people navigate this process.
Katelyn worked with other Advisors before expanding to Jim’s team in 2021. Katelyn is originally from Greensboro, NC and graduated from The University of North Carolina at Wilmington. She has since made Charlotte home and has no plans to leave the growing city. In her free time, Katelyn enjoys trying new restaurants and attending live music in the nearby park. As an Insurance Director, Katelyn will assist with new business administration, underwriting operations, and existing client relations.
How can Katelyn can help you?
- Client service
- Underwriting operations
- Guiding you though the claims process
Jessica has been with Northwestern Mutual in the Charlotte market for the past three years. Prior to this, she was with NM in the Greenville, SC office. Jessica is a graduate of Lander University where she earned her Bachelor of Science in Psychology with an emphasis in counseling. She has her Life, Health, and Long-Term care licenses in several states and is dedicated to serving clients, beginning with the onboarding experience, and continuing with their changing needs.
Jessica resides in Charlotte, NC with her two children Sammy (11) and Nellie Cate (7). She is passionate about her cause for Autism, collaborative parenting, and shepherding children among their life stages and phases. Jessica enjoys spending time with family and friends, laughing a lot, running, and studying/taking part in health and nutrition.
How can Jessica help you?
- Assess your needs and assist in building a rapport and relationship with our team
- Guide you through your personal financial planning process
- Assist to get your data and information organized to begin planning
- Help you and your family to have a thoughtful, caring, and excellent experience with financial planning
Jeff has been with Northwestern Mutual for a total of 9 years and part of Eric’s team since 2019. After graduating from NC State with a degree in Sport Management, Jeff started his Northwestern Mutual career in the operations department of the Raleigh office. Jeff holds his Insurance licenses for Life, Health and Long-Term Care along with the Series 6 & 63.
Jeff currently resides in Charlotte with his wife and dog. He enjoys watching and attending all sports involving NC State, the Carolina Panthers and the Atlanta Braves.
How can Jeff help you?
- Gather information to build your comprehensive financial plan encompassing insurance and investment solutions
- Be a direct contact to implement insurance and investment solutions
- Help you make updates & changes to your policies and accounts
- Schedule reviews and follow-up meetings