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.

Brittany M Lotson

Brittany M Lotson

Client Service Associate
Office 919-766-6332
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 Operations and Client Service
Office 919-899-3761

Kathy coordinates all insurance and investment transactions; including account setup and maintenance, trades, investment changes, insurance applications, and service to those policies.


Sean Fitts, CFP®, RICP®, ChFC®, CLU®, CASL®
Wealth Management Advisor

Pure Wealth Strategies


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