David G Woody, CLU®, ChFC®, ChSNC®

Financial Advisor

My Team

My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 
Gray A Rudd

Gray A Rudd

Director of Operations
Office 919-899-3770

Gray has been with Northwestern Mutual since 2013 when he started as an intern while attending N.C. State University. Today Gray is responsible for strategy and design of planning solutions, overseeing planning processes and client management. He holds his Series 6 and 63 FINRA registration and Life, Health and Long-Term Care licenses.

 
Alyssa Rogoz

Alyssa Rogoz

Director of Marketing
Office 919-899-3762 ext 341

Alyssa has been with Northwestern Mutual since 2017.  She is responsible for expanding our client relationships by developing and managing the team marketing strategy.  Alyssa holds her Life and Health Insurance license.

 

Caroline W Reed

Director of Client Services

Caroline has been with Northwestern Mutual since 2016.  She is responsible for assisting Dave with the application process for new clients.  Caroline manages all underwriting requirements necessary to achieve a successful client onboarding experience.

 
Kathy Mitchell

Kathy Mitchell

Director of Client Services

Kathy has been with Northwestern Mutual since 2012.  She is responsible for managing activities related to insurance, investment and client service needs.  Kathy holds her Life and Health and Series 6 & 63 licenses.

 
 
 

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