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.

 
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.

 
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.

 
Grayson Short

Grayson Short

Director of Investment Operations
 

Caroline W Reed

Agent Assistant

Caroline has been with Northwestern Mutual since 2016.  She is responsible for assisting new clients with the application process.  Caroline manages all underwriting requirements necessary to help 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.

 

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