Northwestern Mutual-Waxhaw Office

  • Insurance
  • Investment Services
  • Investments
  • Financial Management Services
  • Financial Planning
102-C Waxhaw Professional Pk Dr
Ste 100
Waxhaw, NC 28173
(828) 289-6398

About Us

Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong read more
  • About

    Helping You Create a Financial Plan That Grows With You

    Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

    The Northwestern Mutual Difference

    Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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  • Whom to Contact

    • Joshua Francis
      Account Executive
      Phone: (828) 289-6398
    • Keith Mays
      Managing Director
      Phone: (704) 365-2014