My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.

 
Gray A Rudd

Gray A Rudd

Office 919-899-3770

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

 
Alyssa Rogoz

Alyssa Rogoz

Director of Marketing
Office 919-899-3762 ext 341

Alyssa promotes the team strategy for connecting to current and prospective clients throughout the community.

 
Kathy Mitchell

Kathy Mitchell

Director of Investment Operations

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

 

Caroline W Reed

Office 919-755-3215

Caroline guides new clients through the insurance onboarding process.  She manages all steps necessary to achieve a pleasant client experience.

 

Sean Fitts, CFP®, RICP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

 

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