Matthew R Carothers, CFP®, CLU®, ChFC®, RICP®, ChSNC®

Wealth Management Advisor

About Our Team

TEAM PURPOSE STATEMENT:
The Matt Carothers Team exists to uplift and serve others by managing their financial dreams and harvesting peace of mind.

I take great satisfaction in knowing that I can use my God-given talents in helping others achieve financial freedom. I also take great pride in my team -- they are passionate and nurturing when it comes to caring for our clients. If at any time you have a question, concern or need, please let us know!

 
David W Padgett

David W Padgett, RICP®

Associate Wealth Management Advisor

Quiet. Hard worker. Sarcastic. Pragmatist. Number cruncher.

WHO I AM & WHAT I DO
I’m a numbers person. I think best with a sheet of paper and a pencil in my hand. If you’re working with me we’re most likely talking about investment numbers associated with your planning recommendations. I make sure your investment plan is adjusted and changed as big life events happen.

I know what we do is important because most people’s estimates of longevity and expenses are often far from reality. When people just go with the flow, without a plan, they often aren’t satisfied with where life takes them. We get to bridge that gap and create plans that help people position themselves for a better financial future.

THE FULL STORY
Years ago, I graduated from Indiana University majoring in Accounting – during the time when the Hoosiers won the 1987 NCAA basketball tournament! After graduating from IU, I worked as an accountant for a few public firms and later small businesses. About 10 years later, I decided to switch gears and go into the financial services world.

WHEN I’M NOT WORKING
I enjoy watching college basketball and football in addition to the Colts. I am married and have two boys. Family activities keep me busy when I’m not sitting on the couch watching TV. I enjoy helping my kids prepare for their next phase of life, as college is on the horizon!

 
Hannah Rochelle Walton

Hannah Rochelle Walton

Associate Financial Representative

Mom. Technology Guru. Problem-solver. Left-handed. People person.

WHAT I DO & WHO I AM
I started with Matt in September, 2015 – I was excited about the position because I have a passion for helping others and I know (from experience) that applying for insurance can be a somewhat nerve-wracking process, so I love making it simple and enjoyable!

If you’re talking with me, you’re most liking getting scheduled for a planning meeting or applying for insurance. I walk clients through everything from application to medical exams, underwriting and policy delivery. I love that I get to be a part of helping others secure their financial future – and I know that creating a defensive plan with insurance products is crucial to the health of someone’s plan.

THE FULL STORY
Before joining Matt’s team I was working full-time, going to school and raising a family.

WHEN I'M NOT AT WORK
Now, with a Bachelor of Science degree in Business Administration and Marketing is under my belt, I am able to focus more of my time on raising my two amazing kids – Madison and Grayson – and spending time with my husband, Zeb.

 
Jessica G Powell

Jessica G Powell

Boy Mom. Creative. Marketer. Crazy Idea Supporter. Book Reader.

WHAT I DO & WHO I AM
I’ve always been passionate about the customer experience.  I believe a good experience is made up of small moments that make connections with the client and make them feel known, heard and important. When a position opened up on Matt’s team to manage the client experience efforts, I was immediately on board.  In my current role, I not only oversee the client experience, but also all marketing and communication efforts.

THE FULL STORY
I graduated from Purdue University in 2005 with a degree in Communications, PR and Advertising (Boiler up!). I then worked at a global relocation company in Chicago for five years – in their communications and marketing department. In 2011, I start a marketing freelance company called Pink House Marketing, Inc. I manage a diverse portfolio of clients and help them create on- and off-line marketing strategies.

WHEN I’M NOT WORKING
I am probably chasing my kids or picking up tiny Legos off the floor. When I get free time, I enjoy running, taking trips out west to go skiing, meeting new people, and finding reasons to send people cards.

 
Lake Whitehead

Lake Whitehead

Financial Representative Assistant
Mobile 812-372-2858

Joyful. Passionate. Driven. Eclectic. Brainstormer.

WHO I AM & WHAT I DO
I’ll be the first person you connect with when you want to schedule an appointment with our team. I will also have the pleasure of also greeting you when you arrive to make sure that you are completely comfortable during your meeting. Everything from making sure our team has your personal information or helping you with the client portal, to offering you a cup of coffee or diet Pepsi. I am here for you. 

THE FULL STORY
After graduating from Word of Life: Bible Institute in Hudson Florida I moved back home to Columbus, Indiana to be with family and jumped right into the Financial Services industry. I worked my way up from a part-time teller to a full time Loan and Financial Services Officer. After five years of banking experience and having two sweet baby boys, I wanted to do more for families in my community – which is why this role was so attractive to me. I have always had a passion for people and granting peace in a hectic world. Financial stress can translate into every area of your life. In banking I could only do so much. Taking this into consideration, I decided to work for a company that believed in helping others and saw the true value of financial peace.

WHEN I’M NOT WORKING
Outside of work I enjoy spending time with my two very active small children. I try to take them everywhere with me. I love to laugh and have private dance parties in my backyard. I attend boxing classes every week. I love how strong it makes me feel. I also enjoy giving spa days to my friends, singing or writing at home, and staying active in my church.

 
Teri Schwartz

Teri Schwartz, CFP®, ChFC®

Sports Mom. Tennis player. Sun Lover. Team Player. Detail-oriented.

WHO I AM & WHAT I DO
Dealing with finances and specifically investments is very scary for many people.  In my job I help to build financial plans specific to the investment side of the business. I love what I do because I enjoy making something that is difficult, easier to navigate. Providing the right guidance to create a plan that helps to meet our client’s long-term goals – at a risk level that is comfortable to them – is important to our team. We are different because we won’t recommend products until we know the client’s whole financial story.

THE FULL STORY
I’m a native of Columbus and received a Bachelor of Arts degree in Finance from Franklin College. I joined Matt’s team with over 10 years experience in the investment industry.

WHEN I’M NOT WORKING
I like spending time with my husband, Ted and son, Ashton.  I enjoy playing tennis, watching Ashton play sports and spending time outdoors as a family.

 
 

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