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

Wealth Management Advisor

Meet 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!

 
Matthew R Carothers

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

Wealth Management Advisor
Mobile 812-372-2858

Intentional. Practical. Optimistic. Competitive. Light Hearted.

WHO I AM & WHAT I DO
Over 27 years ago, I started an internship with a company called Northwestern Mutual while attending college at Ball State. I soon realized I had found my calling in life. I loved the work because I enjoy serving people and helping them sort through complex issues. I don’t think people should be stressed out about money and I find it rewarding to be able to help take the anxiety out of financial planning. I understand numbers, but I understand people even more – which has allowed me to build financial plans that are deeply personal to each person and are based on important things like beliefs, values, vision and goals for the future.

Today, I work with a team of people that are uniquely gifted to uplift and serve our clients in ways that I couldn’t on my own. Our team walks alongside our clients throughout their lives, holds them accountable to their goals and helps them adjust their plan as big life events happen. We are life partners, coaches and friends. We want each person to look back – at the end of their lives – and agree that hiring us was one of the best decisions that they’ve ever made about their financial security.

THE FULL STORY
My story with Northwestern Mutual dates back to 1990, but I had many jobs before that time – many of which included spending time in the farm fields of Indiana.

WHEN I’M NOT WORKING
When I’m not at work, I’m usually spending time with my family. My wife, Cheryl, and I have three girls. The kids keep us busy with all of their activities – especially when I’m on the court coaching their teams. When I have free time I enjoy gardening, traveling and staying involved with our church (St. Peters).

 
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.

 
William I. Voils

William I. Voils

Financial Planning Assistant

Dependable. Driven. Hard-Working. People Oriented. Relationship Builder.

WHO I AM & WHAT I DO
As an Associate Financial Advisor, I help our clients navigate tough financial decisions. I enjoy my job because I’m a helper by nature and I love people. This job allows me to help people through difficult periods of life and make a few extra friends along the way.

FULL STORY
I was a financial representative in the Carmel Northwestern Mutual office before I started with Matt’s team. I went to Ball State University and graduated with a double major in Marketing and Business Administration.

WHEN I’M NOT WORKING
I enjoy traveling, boating and water sports, college basketball, spending time with my wife Kiersten, our dog Sofie, and other family members.

 
Taryn Hirsch

Taryn Hirsch

Associate Financial Representative
Mobile 812-372-2858

Observant. Sensitive. Playful. Traveler, Dog Mom.

WHO I AM & WHAT I DO
I am meticulous and enjoy organization; I like to follow a paper trail, find answers, and sort information. I started getting interested in the financial services field when I started organizing my own finances and learning more about money management, insurance, and investments. Realizing the relief and happiness that came with financial freedom made me want to be able to share that with others, by helping them to reach their own goals and dreams with a visible plan in place. That’s why when a position opened on Matt’s team to provide administrative support to team members – I knew it would be a good fit for me.

THE FULL STORY
I have an Associate’s Degree in Applied Science, and worked as a veterinary technician before deciding to pursue a career change.

WHEN I’M NOT WORKING
I enjoy traveling with my husband, playing with my two dogs, trying new foods, and spending time with friends and family. I love reading. I’m also a very hands-on person; I like to paint, draw, and write, and I enjoy learning how to repair things.

 
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.

 
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!

 
 

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