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

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!

 
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.

 
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!

 
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