Our Team

As a highly experienced advisor, tenacious go-getter and guardian of his client’s best interest, Todd excels at working one on one with hard working professionals as they are making some of the most intimidating decisions of their lives… Are they going to retire? When are they going to retire? And, how are they going to retire?

Fortunately, this well-seasoned and widely trusted financial advisor has the answers to many of the concerns that kept his clients up at night prior to meeting him –– and probably many of the concerns that are currently keeping you up too.

And, if he doesn’t have the answers, his ability to show up to any situation, take the bull by the horns and wrestle it until he finds the clearest path is one of the many qualities that makes Todd an exceptional choice as a financial advisor.

Plus, he has a deep backlog of financial products, resources and brilliant minds that can help him offer clients the highest level of service –– service that is actually rare to find.

Todd’s experience working with high-caliber clients like Archer Daniels Midland Company and Caterpillar executives, as well as individuals in the medical industry, makes him a great choice for any individual no matter what their career is.

Huldah is a Florida native and has called Manatee County home for over 10 years.  She received her Bachelor’s degree in Finance and Spanish from the University of Florida and began her financial planning career in 2005 in Tampa.  She started her own practice through Northwestern Mutual in 2008 upon relocating to Lakewood Ranch for her husband’s career.  She is married to David and they have two young children, Carson and Catherine. 

Huldah holds the CERTIFIED FINANCIAL PLANNER™ Professional certification.  In addition, she is a member of NAIFA (National Association of Insurance and Financial Advisors) and is a graduate from the Leadership Manatee Class of 2013/2014. She now sits on the Leadership Manatee Alumni Association board. In October 2015, The Observer featured Huldah as part of their 40 under 40 article, naming her a bright and successful leader in the business community.

Though a teacher by background, Charity now has nearly 10 years of industry experience focused on financial planning.  Her career with Northwestern Mutual began in Harrisonburg, VA and brought her back to her hometown of Sarasota in 2016.  As the oldest of six children, family is top priority for Charity.  Spending time with her husband, Garrett, and daughters, Sofia and Audrey, centers her life outside of the office.  They sneak in as much beach time as they can while keeping up with a busy soccer schedule.  In those rare moments of free time, she loves baking, reading, and catching up with friends. 

Ashley joined the Northwestern Mutual team in 2020 after an eleven-year career in the banking industry. Ashley cultivated many financial skills and gained experience and knowledge during her time in banking that she was eager to bring to her role at Northwestern Mutual.

Ashley resides in her small hometown of Moweaqua with her husband Matt and their two beloved dogs, where they enjoy the country life and spending time with their close knit group of friends and family.

In her downtime, you can catch Ashley reading the latest mystery thriller, or persuading her husband into yet another HGTV inspired home project.

Luke and his wife, Lauren, live in Decatur, IL with their daughter, Nora. Together they enjoy kayaking, hiking, and spending time with family. Luke has a bachelor’s degree in Finance and is focused on portfolio and planning management for the firm.

Josh originally started his career as a Firefighter/EMT. He spent 12 years in the oil and gas industry in various positions of management and then started with our firm in July of 2021. Josh is a Decatur, IL native. He is an Associate Wealth Management Advisor and currently oversees our daily operations. Josh and his wife Amanda live-in rural Decatur with their daughter Elsie. They enjoy outside activities and spending time with friends and family.

Rachel was born and raised in Decatur, Illinois and attended high school at Meridian High School in Macon, IL. She met her middle school sweetheart there and today they have been married for almost 16 years and have two children, Kayson and Raelyn. Rachel attended school at Millikin University and her and her family now reside in Forsyth, Illinois. Rachel worked in retail management  and customer service for 18 years and has a strong background in leadership and building customer relationships. In her current role, Rachel will assist our team in providing the highest level of customer care while helping clients plan and build for their financial future. Rachel enjoys spending time with her family traveling and being involved in the community by serving on the local United Way board along with several other boards in the Decatur area.