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, CFP®

Office 919-899-3770

Gray oversees the strategy, design, and completion of planning solutions that are in alignment with clients’ goals and values.  

Kathy Mitchell

Kathy Mitchell

Director of Investment Operations
Office 919-899-3761

Kathy coordinates all investment transactions, including account setup and maintenance, trades, and investment client relations.


David G Woody

Financial Advisor


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