Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Joe P Patterson
Operations Manager
(404) 846-3162
Joe is licensed as an Associate Representative with Northwestern Mutual and has been with our organization since 1991. His primary focus is client service which includes:
- Compiling and organizing client data and assisting with plan design;
- Facilitating the aspects of plan implementation; and
- Responding to any questions and concerns our clients may have along the way.
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Gwendolyn Scott
Associate Financial Representative
gwen.scott@nmfn.com
404.846.3090
Gwen is licensed as an Associate Financial Representative with Northwestern Mutual. She processes, manages, and tracks all investment and insurance solutions utilized by our clients. She also facilitates most of the trading on our clients’ investment accounts.
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